Boston Trust Walden Corp
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 21, 2025), Boston Trust Walden Corp reported 372 stock positions worth $13.7 billion. Its top holding was Microsoft (MSFT) at 3.2% of the portfolio, followed by Apple (AAPL, 2.9%) and JPMorgan Chase (JPM, 1.8%). Compared with Q4 2024, it opened 10 new positions, sold out of 17, added to 96 and reduced 194. The biggest buy was a new position in Zimmer Biomet (ZBH) and the biggest sale Microsoft (MSFT, shares −6%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0001534866
- Portfolio Value
- $13.7B (Q1 2025)
- SEC Filing
- 0001534866-25-000007 ↗ filed Apr 21, 2025
Holdings Value
Holdings 372 stocks · $13.7B
| MSFT Microsoft Corp. | 3.24% | 1,182,109 | $443.8M | Reduce -5.7% |
| AAPL Apple Inc. | 2.93% | 1,804,596 | $400.9M | Reduce -2.8% |
| JPM JPMorgan Chase & Co. | 1.82% | 1,013,605 | $248.6M | Reduce -1.4% |
| V Visa Inc. Class A | 1.66% | 646,946 | $226.7M | Reduce -3.4% |
| GOOGL Alphabet Inc. Class A | 1.51% | 1,337,747 | $206.9M | Reduce -3.6% |
| JNJ Johnson & Johnson | 1.32% | 1,092,003 | $181.1M | Add +0.6% |
| DCI Donaldson Co. Inc. | 1.28% | 2,621,959 | $175.8M | Reduce -1.1% |
| GOOG Alphabet Inc. Class C | 1.24% | 1,084,185 | $169.4M | Reduce -7.1% |
| ATR Aptargroup Inc. | 1.24% | 1,139,603 | $169.1M | Add +0.5% |
| ACN Accenture PLC Class A | 1.21% | 531,922 | $166.0M | Reduce -13.2% |
| ADP Automatic Data Processing | 1.14% | 511,992 | $156.4M | Reduce -1.6% |
| UNH Unitedhealth Group Inc. | 1.13% | 294,562 | $154.3M | Reduce -0.5% |
| CHE Chemed Corp. | 1.11% | 246,351 | $151.6M | Add +1.7% |
| CFR Cullen/Frost Bankers Inc. | 1.02% | 1,112,477 | $139.3M | Add +5.7% |
| FDS Factset Research Systems Inc. | 0.99% | 297,070 | $135.1M | Reduce -1.5% |
| CB Chubb Ltd. | 0.99% | 446,892 | $135.0M | Reduce -0.1% |
| QLYS Qualys Inc. | 0.97% | 1,049,813 | $132.2M | Add +0.0% |
| EXLS Exlservice Holdings Inc. | 0.93% | 2,699,046 | $127.4M | Reduce -11.1% |
| CHH Choice Hotels Intl Inc. | 0.92% | 945,128 | $125.5M | Reduce -0.5% |
| COST Costco Wholesale Corp. | 0.91% | 131,659 | $124.5M | Reduce -11.7% |
| COO The Cooper Cos Inc. | 0.89% | 1,437,977 | $121.3M | Add +4.3% |
| SYK Stryker Corp. | 0.87% | 320,968 | $119.5M | Reduce -2.2% |
| CINF Cincinnati Financial Corp. | 0.87% | 804,777 | $118.9M | Add +1.1% |
| UNP Union Pacific Corp. | 0.86% | 495,557 | $117.1M | Reduce -0.7% |
| PEP Pepsico Inc. | 0.83% | 762,081 | $114.3M | Reduce -1.8% |
| AIT Applied Industrial Tech Inc. | 0.82% | 498,105 | $112.2M | Reduce -0.9% |
| DE Deere & Co. | 0.82% | 238,990 | $112.2M | Reduce -4.1% |
| CSCO Cisco Systems Inc. | 0.79% | 1,761,844 | $108.7M | Add +0.6% |
| BJ Bj's Wholesale Club Holdings filed as BJS WHSL CLUB HLDGS INC | 0.79% | 951,469 | $108.6M | Reduce -3.9% |
| STAG Stag Industrial Inc. | 0.78% | 2,942,495 | $106.3M | Add +17.5% |
| WAT Waters Corp. | 0.78% | 287,800 | $106.1M | Reduce -31.1% |
| AZO AutoZone Inc. | 0.77% | 27,754 | $105.8M | Reduce -6.1% |
| WTS Watts Water Technologies-A | 0.77% | 513,529 | $104.7M | Reduce -1.1% |
| SMPL The Simply Good Foods Co. | 0.76% | 3,002,668 | $103.6M | Reduce -0.9% |
| SEIC Sei Investments Company | 0.75% | 1,325,479 | $102.9M | Add +1.5% |
| CVCO Cavco Industries Inc. | 0.73% | 191,822 | $99.7M | Reduce -1.1% |
| HUBB Hubbell Inc. | 0.73% | 300,974 | $99.6M | Add +1.4% |
| WTRG Essential Utilities Inc. | 0.72% | 2,476,811 | $97.9M | Add +16.4% |
| CHKP Check Point Software Tech | 0.70% | 421,859 | $96.2M | Reduce -13.4% |
| SIGI Selective Insurance Group | 0.70% | 1,046,667 | $95.8M | Reduce -0.8% |
| SLGN Silgan Holdings Inc. | 0.69% | 1,856,301 | $94.9M | Reduce -1.1% |
| PRGS Progress Software Corp. | 0.66% | 1,763,845 | $90.9M | Reduce -1.0% |
| CBSH Commerce Bancshares Inc. | 0.66% | 1,455,496 | $90.6M | Reduce -0.9% |
| COLM Columbia Sportswear Co. | 0.66% | 1,193,033 | $90.3M | Reduce -7.1% |
| IBOC International Bancshares CRP | 0.64% | 1,398,049 | $88.2M | Reduce -1.0% |
| DLB Dolby Laboratories Inc. Class A | 0.63% | 1,075,814 | $86.4M | Reduce -0.8% |
| ROST Ross Stores Inc. | 0.63% | 671,379 | $85.8M | Reduce -0.1% |
| NTRS Northern Trust Corp. | 0.62% | 863,619 | $85.2M | Reduce -7.0% |
| NVDA Nvidia Corp. | 0.62% | 780,012 | $84.5M | Add +42.9% |
| MKC McCormick & Co.-Non VTG SHRS | 0.60% | 1,003,478 | $82.6M | Add +52.9% |
| ORCL Oracle Corp. | 0.60% | 588,142 | $82.2M | Add +4.3% |
| PG The Procter & Gamble Co. | 0.60% | 482,323 | $82.2M | Add +87.7% |
| AMAT Applied Materials Inc. | 0.60% | 564,893 | $82.0M | Reduce -4.6% |
| XOM Exxon Mobil Corp. | 0.60% | 684,974 | $81.5M | Reduce -0.9% |
| MGY Magnolia Oil & Gas Corp. Class A | 0.59% | 3,178,608 | $80.3M | Add +2.9% |
| OGS One Gas Inc. | 0.58% | 1,052,678 | $79.6M | Reduce -0.6% |
| ALLE Allegion PLC | 0.58% | 608,020 | $79.3M | Add +29.4% |
| BDX Becton Dickinson and Co. | 0.58% | 345,182 | $79.1M | Reduce -1.9% |
| PAYC Paycom Software Inc. | 0.57% | 359,909 | $78.6M | Add +0.1% |
| APD Air Products & Chemicals Inc. | 0.57% | 263,203 | $77.6M | Reduce -2.4% |
| CRVL Corvel Corp. | 0.55% | 677,830 | $75.9M | Reduce -1.8% |
| CBOE Cboe Global Markets Inc. | 0.55% | 330,059 | $74.7M | Add +3.5% |
| WHD Cactus Inc. Class A | 0.54% | 1,606,948 | $73.6M | Reduce -10.6% |
| CNS Cohen & Steers Inc. | 0.53% | 911,431 | $73.1M | Reduce -1.0% |
| JLL Jones Lang Lasalle Inc. | 0.53% | 292,148 | $72.4M | Reduce -4.5% |
| SNA Snap-on Inc. | 0.52% | 212,978 | $71.8M | Add +1.2% |
| HAE Haemonetics Corp. | 0.52% | 1,118,331 | $71.1M | Add +22.1% |
| PBH Prestige Consumer Healthcare | 0.51% | 819,282 | $70.4M | Reduce -1.5% |
| SYY Sysco Corp. | 0.51% | 926,595 | $69.5M | Add +15.2% |
| CORT Corcept Therapeutics Inc. | 0.49% | 584,800 | $66.8M | Reduce -35.0% |
| AFG American Financial Group Inc. | 0.48% | 503,221 | $66.1M | Add +8.8% |
| LOW Lowe's Cos Inc. | 0.48% | 279,906 | $65.3M | Reduce -6.9% |
| IDA Idacorp Inc. | 0.48% | 559,482 | $65.0M | Reduce -0.8% |
| LECO Lincoln Electric Holdings | 0.46% | 330,822 | $62.6M | Add +0.6% |
| ES Eversource Energy | 0.45% | 990,619 | $61.5M | Reduce -1.1% |
| CMCSA Comcast Corp. Class A | 0.45% | 1,667,108 | $61.5M | Reduce -30.3% |
| AXP American Express Co. | 0.44% | 224,971 | $60.5M | Add +2.9% |
| CSGS CSG Systems Intl Inc. | 0.44% | 997,302 | $60.3M | Reduce -6.4% |
| UPS United Parcel Service Class B | 0.44% | 547,181 | $60.2M | Reduce -10.2% |
| THG Hanover Insurance Group Inc./ | 0.44% | 345,374 | $60.1M | Reduce -1.8% |
| FELE Franklin Electric Co. Inc. | 0.44% | 639,056 | $60.0M | Reduce -1.5% |
| RPM RPM International Inc. | 0.43% | 509,206 | $58.9M | Reduce -0.1% |
| DOX Amdocs Ltd. | 0.43% | 641,094 | $58.7M | Reduce -0.1% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.43% | 59,264 | $58.5M | Add +0.5% |
| NDSN Nordson Corp. | 0.43% | 289,633 | $58.4M | Reduce -0.2% |
| STE Steris PLC | 0.42% | 256,271 | $58.1M | Add +14.0% |
| MRSH Marsh & McLennan Cos | 0.42% | 237,831 | $58.0M | Reduce -2.3% |
| AMZN Amazon.com Inc. | 0.42% | 299,939 | $57.1M | Add +166.5% |
| TTC Toro Co. | 0.41% | 779,419 | $56.7M | Add +133.3% |
| IDCC Interdigital Inc. | 0.41% | 273,006 | $56.4M | Reduce -1.6% |
| LFUS Littelfuse Inc. | 0.41% | 285,740 | $56.2M | Reduce -1.1% |
| ADI Analog Devices Inc. | 0.41% | 278,421 | $56.1M | Reduce -8.5% |
| EXPD Expeditors Intl Wash Inc. | 0.41% | 464,545 | $55.9M | Reduce -0.6% |
| COP Conocophillips | 0.40% | 527,604 | $55.4M | Reduce -8.2% |
| HALO Halozyme Therapeutics Inc. | 0.40% | 866,872 | $55.3M | Reduce -0.8% |
| MTDR Matador Resources Co. | 0.40% | 1,075,611 | $55.0M | Add +0.6% |
| META Meta Platforms Inc. Class A | 0.40% | 94,123 | $54.2M | Add +47.0% |
| MRK Merck & Co. Inc. | 0.40% | 603,176 | $54.1M | Reduce -4.8% |
| ZBH Zimmer Biomet Holdings Inc. | 0.40% | 478,073 | $54.1M | New |
| AYI Acuity Inc. | 0.39% | 202,482 | $53.3M | Reduce -1.7% |
Portfolio Sells Q4 2024 → Q1 2025
| MSFT Microsoft Corp. | Reduce -5.7% | 3.24% | −0.47 |
| GMED Globus Medical Inc. Class A | Sold out | 0.00% | −0.36 |
| AAPL Apple Inc. | Reduce -2.8% | 2.93% | −0.33 |
| GOOGL Alphabet Inc. Class A | Reduce -3.6% | 1.51% | −0.33 |
| GOOG Alphabet Inc. Class C | Reduce -7.1% | 1.24% | −0.32 |
| WAT Waters Corp. | Reduce -31.1% | 0.78% | −0.31 |
| ACN Accenture PLC Class A | Reduce -13.2% | 1.21% | −0.30 |
| PKG Packaging Corp. of America | Reduce -73.7% | 0.08% | −0.24 |
| FLO Flowers Foods Inc. | Reduce -41.0% | 0.31% | −0.24 |
| TFX Teleflex Inc. | Reduce -55.4% | 0.13% | −0.24 |
| WHD Cactus Inc. Class A | Reduce -10.6% | 0.54% | −0.20 |
| CRI Carter's Inc. | Sold out | 0.00% | −0.19 |
| IPG Interpublic Group of Cos Inc. | Sold out | 0.00% | −0.19 |
| CMCSA Comcast Corp. Class A | Reduce -30.3% | 0.45% | −0.18 |
| WSM Williams-Sonoma Inc. | Reduce -23.4% | 0.38% | −0.18 |
| HSY The Hershey Co. | Reduce -55.4% | 0.15% | −0.17 |
| ATKR Atkore Inc. | Sold out | 0.00% | −0.16 |
| CABO Cable One Inc. | Sold out | 0.00% | −0.16 |
| PRGS Progress Software Corp. | Reduce -1.0% | 0.66% | −0.15 |
| EVR Evercore Inc. Class A | Reduce -17.6% | 0.24% | −0.15 |
| HP Helmerich & Payne | Reduce -36.8% | 0.16% | −0.14 |
| ICUI Icu Medical Inc. | Reduce -31.7% | 0.22% | −0.13 |
| TER Teradyne Inc. | Reduce -0.8% | 0.24% | −0.12 |
| ADBE Adobe Inc. | Reduce -18.5% | 0.29% | −0.11 |
| TROW T Rowe Price Group Inc. | Reduce -20.8% | 0.21% | −0.10 |
| UPS United Parcel Service Class B | Reduce -10.2% | 0.44% | −0.10 |
| DFIN Donnelley Financial Solution | Reduce -1.4% | 0.24% | −0.10 |
| COLM Columbia Sportswear Co. | Reduce -7.1% | 0.66% | −0.10 |
| TDC Teradata Corp. | Reduce -0.8% | 0.27% | −0.09 |
| ROST Ross Stores Inc. | Reduce -0.1% | 0.63% | −0.09 |
| OMC Omnicom Group | Reduce -83.2% | 0.02% | −0.08 |
| AMAT Applied Materials Inc. | Reduce -4.6% | 0.60% | −0.08 |
| SMPL The Simply Good Foods Co. | Reduce -0.9% | 0.76% | −0.07 |
| PLXS Plexus Corp. | Reduce -1.6% | 0.35% | −0.07 |
| LFUS Littelfuse Inc. | Reduce -1.1% | 0.41% | −0.07 |
| CNS Cohen & Steers Inc. | Reduce -1.0% | 0.53% | −0.06 |
| IWM iShares Russell 2000 ETF | Reduce -81.0% | 0.01% | −0.06 |
| ROK Rockwell Automation Inc. | Sold out | 0.00% | −0.06 |
| USPH U.S. Physical Therapy Inc. | Reduce -1.5% | 0.27% | −0.05 |
| POWI Power Integrations Inc. | Reduce -0.8% | 0.27% | −0.05 |
| COST Costco Wholesale Corp. | Reduce -11.7% | 0.91% | −0.05 |
| MTX Minerals Technologies Inc. | Reduce -1.7% | 0.28% | −0.05 |
| MRK Merck & Co. Inc. | Reduce -4.8% | 0.40% | −0.05 |
| NKE Nike Inc. Class B | Reduce -3.3% | 0.25% | −0.05 |
| NTRS Northern Trust Corp. | Reduce -7.0% | 0.62% | −0.05 |
| A Agilent Technologies Inc. | Reduce -3.5% | 0.32% | −0.05 |
| LOW Lowe's Cos Inc. | Reduce -6.9% | 0.48% | −0.04 |
| ADI Analog Devices Inc. | Reduce -8.5% | 0.41% | −0.04 |
| LSTR Landstar System Inc. | Reduce -1.6% | 0.30% | −0.03 |
| TXN Texas Instruments Inc. | Reduce -89.5% | 0.00% | −0.03 |
Portfolio Buys Q4 2024 → Q1 2025
| ZBH Zimmer Biomet Holdings Inc. | New | 0.40% | +0.40 |
| AM Antero Midstream Corp. | New | 0.37% | +0.37 |
| PG The Procter & Gamble Co. | Add +87.7% | 0.60% | +0.30 |
| NTAP Netapp Inc. | Add +707.8% | 0.32% | +0.27 |
| MKC McCormick & Co.-Non VTG SHRS | Add +52.9% | 0.60% | +0.25 |
| AMZN Amazon.com Inc. | Add +166.5% | 0.42% | +0.24 |
| TTC Toro Co. | Add +133.3% | 0.41% | +0.23 |
| JNJ Johnson & Johnson | Add +0.6% | 1.32% | +0.22 |
| CHE Chemed Corp. | Add +1.7% | 1.11% | +0.21 |
| ATEN A10 Networks Inc. | New | 0.20% | +0.20 |
| STAG Stag Industrial Inc. | Add +17.5% | 0.78% | +0.18 |
| WTRG Essential Utilities Inc. | Add +16.4% | 0.72% | +0.17 |
| JAZZ Jazz Pharmaceuticals PLC | New | 0.16% | +0.16 |
| ALLE Allegion PLC | Add +29.4% | 0.58% | +0.15 |
| META Meta Platforms Inc. Class A | Add +47.0% | 0.40% | +0.13 |
| UFPT Ufp Technologies Inc. | Add +98.4% | 0.32% | +0.13 |
| IBP Installed Building Products | Add +56.7% | 0.32% | +0.12 |
| HRB H&R Block Inc. | Add +52.1% | 0.30% | +0.12 |
| CBOE Cboe Global Markets Inc. | Add +3.5% | 0.55% | +0.11 |
| NVDA Nvidia Corp. | Add +42.9% | 0.62% | +0.10 |
| STE Steris PLC | Add +14.0% | 0.42% | +0.10 |
| FCPT Four Corners Property Trust | Add +20.4% | 0.33% | +0.08 |
| MGY Magnolia Oil & Gas Corp. Class A | Add +2.9% | 0.59% | +0.08 |
| JKHY Jack Henry & Associates Inc. | Add +18.6% | 0.35% | +0.08 |
| SYY Sysco Corp. | Add +15.2% | 0.51% | +0.08 |
| CNM Core & Main Inc. Class A | New | 0.07% | +0.07 |
| CSCO Cisco Systems Inc. | Add +0.6% | 0.79% | +0.07 |
| CINF Cincinnati Financial Corp. | Add +1.1% | 0.87% | +0.07 |
| AWK American Water Works Co. Inc. | Add +118.3% | 0.10% | +0.06 |
| PAYC Paycom Software Inc. | Add +0.1% | 0.57% | +0.06 |
| VOO Vanguard S&P 500 ETF | Add +60.9% | 0.14% | +0.05 |
| NFLX Netflix Inc. | Add +801.9% | 0.06% | +0.05 |
| AFG American Financial Group Inc. | Add +8.8% | 0.48% | +0.04 |
| FFIV F5 Inc. | Add +0.0% | 0.38% | +0.04 |
| SLB SLB Ltd. | Add +21.2% | 0.12% | +0.03 |
| KLAC KLA Corp. | Add +2.3% | 0.25% | +0.03 |
| AMGN Amgen Inc. | Add +15.5% | 0.10% | +0.03 |
| CL Colgate-Palmolive Co. | Add +14.8% | 0.16% | +0.03 |
| EOG EOG Resources Inc. | New | 0.03% | +0.03 |
| DGX Quest Diagnostics Inc. | Add +16.2% | 0.10% | +0.03 |
| GPC Genuine Parts Co. | Add +2.8% | 0.32% | +0.03 |
| CFR Cullen/Frost Bankers Inc. | Add +5.7% | 1.02% | +0.03 |
| VZ Verizon Communications Inc. | Add +13.7% | 0.10% | +0.03 |
| ON On Semiconductor | Add +126.6% | 0.08% | +0.03 |
| LECO Lincoln Electric Holdings | Add +0.6% | 0.46% | +0.02 |
| NSP Insperity Inc. | Add +0.3% | 0.14% | +0.02 |
| CPT Camden Property Trust | Add +0.1% | 0.26% | +0.02 |
| WEC WEC Energy Group Inc. | Add +7.8% | 0.10% | +0.02 |
| SNA Snap-on Inc. | Add +1.2% | 0.52% | +0.02 |
| QCOM Qualcomm Inc. | Add +2.9% | 0.33% | +0.02 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 396 | $13.1B | AAPL, MSFT, GOOGL, GOOG, NVDA |
| Q1 2026 | 388 | $12.2B | AAPL, MSFT, GOOGL, GOOG, JPM |
| Q4 2025 | 383 | $13.2B | MSFT, AAPL, GOOGL, GOOG, JPM |
| Q3 2025 | 391 | $13.6B | MSFT, AAPL, JPM, GOOGL, GOOG |
| Q2 2025 | 374 | $14.0B | MSFT, AAPL, JPM, GOOGL, DCI |
| Q1 2025 | 372 | $13.7B | MSFT, AAPL, JPM, V, GOOGL |
| Q4 2024 | 379 | $14.3B | MSFT, AAPL, GOOGL, JPM, GOOG |
| Q3 2024 | 382 | $14.4B | MSFT, AAPL, GOOGL, ATR, JPM |
| Q2 2024 | 378 | $13.5B | MSFT, AAPL, GOOGL, GOOG, JPM |
| Q1 2024 | 372 | $14.0B | MSFT, AAPL, GOOGL, JPM, ACN |