Boston Trust Walden Corp

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 24, 2025), Boston Trust Walden Corp reported 379 stock positions worth $14.3 billion. Its top holding was Microsoft (MSFT) at 3.7% of the portfolio, followed by Apple (AAPL, 3.3%) and Alphabet Class A (GOOGL, 1.8%). Compared with Q3 2024, it opened 12 new positions, sold out of 15, added to 127 and reduced 181. The biggest buy was Sysco (SYY, shares +180%) and the biggest sale Sprouts Farmers Market (SFM, shares −97%).

Most Recent 13F
Q2 2026
Location
BOSTON, MA
CIK
0001534866
Portfolio Value
$14.3B (Q4 2024)
SEC Filing
0001534866-25-000002 ↗ filed Jan 24, 2025

Holdings Value

0$5.0B$10.0B$15.0B Q1 2024: $14.0B Q1 2024 Q2 2024: $13.5B Q2 2024 Q3 2024: $14.4B Q3 2024 Q4 2024: $14.3B $14.3B Q4 2024 Q1 2025: $13.7B Q1 2025 Q2 2025: $14.0B Q2 2025 Q3 2025: $13.6B Q3 2025 Q4 2025: $13.2B Q4 2025 Q1 2026: $12.2B Q1 2026 Q2 2026: $13.1B Q2 2026

Holdings 379 stocks · $14.3B

MSFT Microsoft Corp. 3.71% 1,253,590 $528.4M Reduce -3.3%
AAPL Apple Inc. 3.26% 1,856,306 $464.9M Reduce -5.1%
GOOGL Alphabet Inc. Class A 1.84% 1,388,156 $262.8M Reduce -1.0%
JPM JPMorgan Chase & Co. 1.73% 1,027,602 $246.3M Reduce -1.3%
GOOG Alphabet Inc. Class C 1.56% 1,167,054 $222.3M Reduce -7.7%
ACN Accenture PLC Class A 1.51% 612,446 $215.5M Reduce -0.5%
V Visa Inc. Class A 1.49% 669,916 $211.7M Reduce -1.7%
DCI Donaldson Co. Inc. 1.25% 2,649,832 $178.5M Reduce -0.1%
ATR Aptargroup Inc. 1.25% 1,133,711 $178.1M Reduce -21.8%
JNJ Johnson & Johnson 1.10% 1,085,655 $157.0M Reduce -0.7%
WAT Waters Corp. 1.09% 417,567 $154.9M Reduce -11.5%
ADP Automatic Data Processing 1.07% 520,172 $152.3M Reduce -1.0%
UNH Unitedhealth Group Inc. 1.05% 296,063 $149.8M Add +0.6%
QLYS Qualys Inc. 1.03% 1,049,623 $147.2M Add +13.3%
FDS Factset Research Systems Inc. 1.02% 301,614 $144.9M Add +1.8%
CFR Cullen/Frost Bankers Inc. 0.99% 1,052,290 $141.3M Add +9.8%
COST Costco Wholesale Corp. 0.96% 149,078 $136.6M Reduce -5.9%
CHH Choice Hotels Intl Inc. 0.95% 949,586 $134.8M Add +1.0%
EXLS Exlservice Holdings Inc. 0.95% 3,036,316 $134.8M Reduce -9.3%
CHE Chemed Corp. 0.90% 242,172 $128.3M Add +10.0%
COO The Cooper Cos Inc. 0.89% 1,379,290 $126.8M Add +10.0%
HUBB Hubbell Inc. 0.87% 296,857 $124.4M Reduce -0.8%
CB Chubb Ltd. 0.87% 447,137 $123.5M Reduce -0.2%
AIT Applied Industrial Tech Inc. 0.84% 502,783 $120.4M Reduce -12.7%
SYK Stryker Corp. 0.83% 328,220 $118.2M Reduce -2.1%
SMPL The Simply Good Foods Co. 0.83% 3,031,574 $118.2M Add +31.3%
PEP Pepsico Inc. 0.83% 775,635 $117.9M Reduce -1.5%
PRGS Progress Software Corp. 0.81% 1,781,415 $116.1M Reduce -9.3%
CINF Cincinnati Financial Corp. 0.80% 795,780 $114.4M Add +2.3%
UNP Union Pacific Corp. 0.80% 498,829 $113.8M Reduce -1.4%
COLM Columbia Sportswear Co. 0.76% 1,284,140 $107.8M Add +0.3%
SEIC Sei Investments Company 0.76% 1,306,329 $107.7M Add +1.6%
DE Deere & Co. 0.74% 249,221 $105.6M Reduce -0.4%
WTS Watts Water Technologies-A 0.74% 519,098 $105.5M Reduce -0.2%
WHD Cactus Inc. Class A 0.74% 1,797,489 $104.9M Add +0.6%
CSCO Cisco Systems Inc. 0.73% 1,752,000 $103.7M Reduce -0.4%
ROST Ross Stores Inc. 0.71% 672,326 $101.7M Reduce -0.9%
SIGI Selective Insurance Group 0.69% 1,055,321 $98.7M Add +8.7%
SLGN Silgan Holdings Inc. 0.69% 1,877,157 $97.7M Reduce -0.3%
AMAT Applied Materials Inc. 0.68% 592,196 $96.3M Reduce -0.1%
NTRS Northern Trust Corp. 0.67% 928,854 $95.2M Add +1.6%
AZO AutoZone Inc. 0.66% 29,560 $94.7M Add +1.6%
ORCL Oracle Corp. 0.66% 564,030 $94.0M Add +40.8%
CBSH Commerce Bancshares Inc. 0.64% 1,468,854 $91.5M Add +17.6%
CHKP Check Point Software Tech 0.64% 487,283 $91.0M Add +26.9%
CMCSA Comcast Corp. Class A 0.63% 2,391,955 $89.8M Reduce -7.4%
IBOC International Bancshares CRP 0.63% 1,412,533 $89.2M Add +11.4%
BJ Bj's Wholesale Club Holdings filed as BJS WHSL CLUB HLDGS INC 0.62% 990,094 $88.5M Add +2.8%
CVCO Cavco Industries Inc. 0.61% 193,895 $86.5M Add +0.3%
CNS Cohen & Steers Inc. 0.60% 920,583 $85.0M Add +0.1%
STAG Stag Industrial Inc. 0.59% 2,504,968 $84.7M Reduce -0.2%
DLB Dolby Laboratories Inc. Class A 0.59% 1,084,700 $84.7M Add +0.9%
WSM Williams-Sonoma Inc. 0.56% 433,338 $80.2M Reduce -2.1%
BDX Becton Dickinson and Co. 0.56% 351,794 $79.8M Reduce -1.2%
FLO Flowers Foods Inc. 0.56% 3,831,184 $79.2M Reduce -0.2%
APD Air Products & Chemicals Inc. 0.55% 269,708 $78.2M Reduce -3.1%
JLL Jones Lang Lasalle Inc. 0.54% 305,768 $77.4M Add +1.9%
WTRG Essential Utilities Inc. 0.54% 2,126,907 $77.2M Add +8.4%
UPS United Parcel Service Class B 0.54% 608,973 $76.8M Reduce -2.5%
CRVL Corvel Corp. 0.54% 690,053 $76.8M Reduce -1.1%
XOM Exxon Mobil Corp. 0.52% 691,513 $74.4M Add +4.4%
LOW Lowe's Cos Inc. 0.52% 300,617 $74.2M Reduce -7.5%
PAYC Paycom Software Inc. 0.52% 359,695 $73.7M Add +3.3%
NVDA Nvidia Corp. 0.51% 545,932 $73.3M Add +3.8%
OGS One Gas Inc. 0.51% 1,058,507 $73.3M Add +0.9%
MGY Magnolia Oil & Gas Corp. Class A 0.51% 3,090,587 $72.3M Add +9.5%
HAE Haemonetics Corp. 0.50% 915,722 $71.5M Add +13.1%
SNA Snap-on Inc. 0.50% 210,537 $71.5M Add +3.1%
LFUS Littelfuse Inc. 0.48% 288,785 $68.1M Reduce -2.9%
PBH Prestige Consumer Healthcare 0.46% 831,627 $64.9M Add +43.5%
AXP American Express Co. 0.46% 218,681 $64.9M Reduce -0.9%
ADI Analog Devices Inc. 0.45% 304,309 $64.7M Reduce -3.9%
AFG American Financial Group Inc. 0.44% 462,399 $63.3M Add +8.2%
FELE Franklin Electric Co. Inc. 0.44% 648,516 $63.2M Reduce -1.6%
ZBRA Zebra Technologies Corp. Class A 0.44% 163,410 $63.1M Reduce -10.0%
MRK Merck & Co. Inc. 0.44% 633,623 $63.0M Reduce -0.3%
RPM RPM International Inc. 0.44% 509,601 $62.7M Add +3.2%
CBOE Cboe Global Markets Inc. 0.44% 318,922 $62.3M Add +3.0%
GWW WW Grainger Inc. filed as GRAINGER W W INC 0.44% 58,966 $62.2M Reduce -13.6%
IDA Idacorp Inc. 0.43% 564,184 $61.7M Add +0.1%
LECO Lincoln Electric Holdings 0.43% 328,743 $61.6M Add +2.1%
SYY Sysco Corp. 0.43% 804,345 $61.5M Add +179.5%
ALLE Allegion PLC 0.43% 469,726 $61.4M Add +3.4%
NDSN Nordson Corp. 0.43% 290,219 $60.7M Add +3.2%
MTDR Matador Resources Co. 0.42% 1,069,360 $60.2M Add +2.0%
AYI Acuity Inc. 0.42% 205,907 $60.2M Reduce -6.6%
PLXS Plexus Corp. 0.42% 384,284 $60.1M Reduce -1.8%
ES Eversource Energy 0.40% 1,002,004 $57.5M Add +3.0%
ACLS Axcelis Technologies Inc. 0.40% 820,116 $57.3M Add +61.9%
COP Conocophillips 0.40% 574,399 $57.0M Reduce -7.8%
ADBE Adobe Inc. 0.40% 126,629 $56.3M Reduce -0.7%
BKNG Booking Holdings Inc. 0.39% 11,221 $55.8M Add +6.4%
EVR Evercore Inc. Class A 0.39% 199,037 $55.2M Reduce -13.9%
DOX Amdocs Ltd. 0.38% 641,863 $54.6M Add +3.4%
CSGS CSG Systems Intl Inc. 0.38% 1,065,484 $54.5M Add +9.0%
THG Hanover Insurance Group Inc./ 0.38% 351,597 $54.4M Reduce -1.4%
AVY Avery Dennison Corp. 0.38% 290,508 $54.4M Add +7.5%
LULU Lululemon Athletica Inc. 0.38% 141,267 $54.0M Add +7.6%
IDCC Interdigital Inc. 0.38% 277,571 $53.8M Reduce -44.5%
ITW Illinois Tool Works 0.38% 211,670 $53.7M Reduce -0.6%

Show all 379 holdings

Portfolio Sells Q3 2024 → Q4 2024

SFM Sprouts Farmers Market Inc. Reduce -96.5% 0.02% −0.53
ATR Aptargroup Inc. Reduce -21.8% 1.25% −0.37
SBUX Starbucks Corp. Reduce -62.1% 0.20% −0.36
RVTY Revvity Inc. Sold out 0.00% −0.21
MANH Manhattan Associates Inc. Reduce -87.8% 0.03% −0.19
MSFT Microsoft Corp. Reduce -3.3% 3.71% −0.17
CORT Corcept Therapeutics Inc. Reduce -40.6% 0.32% −0.17
TROW T Rowe Price Group Inc. Reduce -36.8% 0.31% −0.16
AMAT Applied Materials Inc. Reduce -0.1% 0.68% −0.16
JNJ Johnson & Johnson Reduce -0.7% 1.10% −0.13
CMCSA Comcast Corp. Class A Reduce -7.4% 0.63% −0.12
IDCC Interdigital Inc. Reduce -44.5% 0.38% −0.12
DCI Donaldson Co. Inc. Reduce -0.1% 1.25% −0.11
PRGS Progress Software Corp. Reduce -9.3% 0.81% −0.11
PEP Pepsico Inc. Reduce -1.5% 0.83% −0.10
CRI Carter's Inc. Reduce -20.4% 0.19% −0.10
WAT Waters Corp. Reduce -11.5% 1.09% −0.09
LOW Lowe's Cos Inc. Reduce -7.5% 0.52% −0.09
STAG Stag Industrial Inc. Reduce -0.2% 0.59% −0.09
EG Everest Group Ltd. Reduce -97.0% 0.00% −0.09
FTNT Fortinet Inc. Sold out 0.00% −0.08
IPG Interpublic Group of Cos Inc. Reduce -19.4% 0.19% −0.07
LFUS Littelfuse Inc. Reduce -2.9% 0.48% −0.07
UNP Union Pacific Corp. Reduce -1.4% 0.80% −0.07
ICUI Icu Medical Inc. Reduce -2.8% 0.35% −0.07
NKE Nike Inc. Class B Reduce -5.6% 0.29% −0.07
MTD Mettler-Toledo International Reduce -1.9% 0.28% −0.07
ADBE Adobe Inc. Reduce -0.7% 0.40% −0.06
FLO Flowers Foods Inc. Reduce -0.2% 0.56% −0.06
MRK Merck & Co. Inc. Reduce -0.3% 0.44% −0.06
GWW WW Grainger Inc. Reduce -13.6% 0.44% −0.06
COP Conocophillips Reduce -7.8% 0.40% −0.06
UPS United Parcel Service Class B Reduce -2.5% 0.54% −0.05
ADI Analog Devices Inc. Reduce -3.9% 0.45% −0.05
A Agilent Technologies Inc. Reduce -4.3% 0.36% −0.05
AIT Applied Industrial Tech Inc. Reduce -12.7% 0.84% −0.05
KLAC KLA Corp. Reduce -0.4% 0.21% −0.05
HSY The Hershey Co. Reduce -0.3% 0.33% −0.04
MRO Marathon Oil Corp. Sold out 0.00% −0.04
AZPN Aspen Technology Inc. Sold out 0.00% −0.04
FELE Franklin Electric Co. Inc. Reduce -1.6% 0.44% −0.04
BDX Becton Dickinson and Co. Reduce -1.2% 0.56% −0.04
SXT Sensient Technologies Corp. Reduce -1.5% 0.26% −0.03
CL Colgate-Palmolive Co. Reduce -10.0% 0.13% −0.03
CB Chubb Ltd. Reduce -0.2% 0.87% −0.03
APD Air Products & Chemicals Inc. Reduce -3.1% 0.55% −0.03
ZBRA Zebra Technologies Corp. Class A Reduce -10.0% 0.44% −0.02
SSTK Shutterstock Inc. Reduce -4.3% 0.12% −0.02
POWI Power Integrations Inc. Reduce -3.9% 0.32% −0.02
BRO Brown & Brown Inc. Reduce -31.3% 0.05% −0.02

Portfolio Buys Q3 2024 → Q4 2024

SYY Sysco Corp. Add +179.5% 0.43% +0.28
SMPL The Simply Good Foods Co. Add +31.3% 0.83% +0.27
STE Steris PLC Add +400.4% 0.32% +0.25
CFR Cullen/Frost Bankers Inc. Add +9.8% 0.99% +0.25
GPK Graphic Packaging Holding Co. New 0.24% +0.24
QLYS Qualys Inc. Add +13.3% 1.03% +0.21
BLK BlackRock Inc. New 0.20% +0.20
UFPT Ufp Technologies Inc. New 0.19% +0.19
ORCL Oracle Corp. Add +40.8% 0.66% +0.18
HRB H&R Block Inc. New 0.18% +0.18
PBH Prestige Consumer Healthcare Add +43.5% 0.46% +0.17
SEIC Sei Investments Company Add +1.6% 0.76% +0.14
AMZN Amazon.com Inc. Add +276.6% 0.17% +0.13
LULU Lululemon Athletica Inc. Add +7.6% 0.38% +0.13
CBSH Commerce Bancshares Inc. Add +17.6% 0.64% +0.13
CHKP Check Point Software Tech Add +26.9% 0.64% +0.12
PAYC Paycom Software Inc. Add +3.3% 0.52% +0.11
IBOC International Bancshares CRP Add +11.4% 0.63% +0.10
NTRS Northern Trust Corp. Add +1.6% 0.67% +0.10
CHH Choice Hotels Intl Inc. Add +1.0% 0.95% +0.09
SNA Snap-on Inc. Add +3.1% 0.50% +0.09
BKNG Booking Holdings Inc. Add +6.4% 0.39% +0.08
EW Edwards Lifesciences Corp. Add +88.6% 0.15% +0.08
AMPH Amphastar Pharmaceuticals Inc. Add +81.4% 0.26% +0.07
NVDA Nvidia Corp. Add +3.8% 0.51% +0.07
FDS Factset Research Systems Inc. Add +1.8% 1.02% +0.07
BJ Bj's Wholesale Club Holdings Add +2.8% 0.62% +0.07
CINF Cincinnati Financial Corp. Add +2.3% 0.80% +0.07
IWM iShares Russell 2000 ETF Add +666.2% 0.08% +0.07
SIGI Selective Insurance Group Add +8.7% 0.69% +0.06
MTDR Matador Resources Co. Add +2.0% 0.42% +0.06
MZTI The Marzetti Company Add +20.6% 0.37% +0.06
FFIV F5 Inc. Add +3.9% 0.34% +0.06
VEEV Veeva Systems Inc. Class A New 0.06% +0.06
CSGS CSG Systems Intl Inc. Add +9.0% 0.38% +0.05
HAE Haemonetics Corp. Add +13.1% 0.50% +0.05
ATKR Atkore Inc. Add +44.9% 0.16% +0.05
AFG American Financial Group Inc. Add +8.2% 0.44% +0.04
META Meta Platforms Inc. Class A Add +13.9% 0.26% +0.04
LSTR Landstar System Inc. Add +21.1% 0.33% +0.03
ACLS Axcelis Technologies Inc. Add +61.9% 0.40% +0.03
CVCO Cavco Industries Inc. Add +0.3% 0.61% +0.03
IDA Idacorp Inc. Add +0.1% 0.43% +0.03
MGY Magnolia Oil & Gas Corp. Class A Add +9.5% 0.51% +0.03
AZO AutoZone Inc. Add +1.6% 0.66% +0.03
RPM RPM International Inc. Add +3.2% 0.44% +0.02
DLB Dolby Laboratories Inc. Class A Add +0.9% 0.59% +0.02
SCI Service Corp. International Add +4.6% 0.34% +0.02
HALO Halozyme Therapeutics Inc. Add +28.1% 0.29% +0.02
GPC Genuine Parts Co. Add +27.3% 0.29% +0.02

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 396$13.1BAAPL, MSFT, GOOGL, GOOG, NVDA
Q1 2026 388$12.2BAAPL, MSFT, GOOGL, GOOG, JPM
Q4 2025 383$13.2BMSFT, AAPL, GOOGL, GOOG, JPM
Q3 2025 391$13.6BMSFT, AAPL, JPM, GOOGL, GOOG
Q2 2025 374$14.0BMSFT, AAPL, JPM, GOOGL, DCI
Q1 2025 372$13.7BMSFT, AAPL, JPM, V, GOOGL
Q4 2024 379$14.3BMSFT, AAPL, GOOGL, JPM, GOOG
Q3 2024 382$14.4BMSFT, AAPL, GOOGL, ATR, JPM
Q2 2024 378$13.5BMSFT, AAPL, GOOGL, GOOG, JPM
Q1 2024 372$14.0BMSFT, AAPL, GOOGL, JPM, ACN