Boston Trust Walden Corp
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 28, 2025), Boston Trust Walden Corp reported 374 stock positions worth $14.0 billion. Its top holding was Microsoft (MSFT) at 4.0% of the portfolio, followed by Apple (AAPL, 2.6%) and JPMorgan Chase (JPM, 2.0%). Compared with Q1 2025, it opened 12 new positions, sold out of 10, added to 132 and reduced 160. The biggest buy was Nvidia (NVDA, shares +24%) and the biggest sale Unitedhealth (UNH, shares −31%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0001534866
- Portfolio Value
- $14.0B (Q2 2025)
- SEC Filing
- 0001534866-25-000010 ↗ filed Jul 28, 2025
Holdings Value
Holdings 374 stocks · $14.0B
| MSFT Microsoft Corp. | 4.03% | 1,136,495 | $565.3M | Reduce -3.9% |
| AAPL Apple Inc. | 2.57% | 1,755,454 | $360.2M | Reduce -2.7% |
| JPM JPMorgan Chase & Co. | 1.98% | 955,538 | $277.0M | Reduce -5.7% |
| GOOGL Alphabet Inc. Class A | 1.57% | 1,249,552 | $220.2M | Reduce -6.6% |
| DCI Donaldson Co. Inc. | 1.40% | 2,825,916 | $196.0M | Add +7.8% |
| V Visa Inc. Class A | 1.39% | 550,016 | $195.3M | Reduce -15.0% |
| GOOG Alphabet Inc. Class C | 1.35% | 1,066,466 | $189.2M | Reduce -1.6% |
| ATR Aptargroup Inc. | 1.18% | 1,060,270 | $165.9M | Reduce -7.0% |
| QLYS Qualys Inc. | 1.16% | 1,137,864 | $162.6M | Add +8.4% |
| ACN Accenture PLC Class A | 1.15% | 541,631 | $161.9M | Add +1.8% |
| JNJ Johnson & Johnson | 1.11% | 1,014,444 | $155.0M | Reduce -7.1% |
| ADP Automatic Data Processing | 1.09% | 497,530 | $153.4M | Reduce -2.8% |
| NVDA Nvidia Corp. | 1.09% | 965,386 | $152.5M | Add +23.8% |
| HUBB Hubbell Inc. | 1.07% | 368,660 | $150.6M | Add +22.5% |
| CFR Cullen/Frost Bankers Inc. | 1.01% | 1,100,356 | $141.4M | Reduce -1.1% |
| FDS Factset Research Systems Inc. | 0.95% | 297,512 | $133.1M | Add +0.1% |
| COST Costco Wholesale Corp. | 0.92% | 129,590 | $128.3M | Reduce -1.6% |
| WTS Watts Water Technologies-A | 0.91% | 518,722 | $127.5M | Add +1.0% |
| ORCL Oracle Corp. | 0.90% | 577,772 | $126.3M | Reduce -1.8% |
| CINF Cincinnati Financial Corp. | 0.89% | 833,789 | $124.2M | Add +3.6% |
| SEIC Sei Investments Company | 0.88% | 1,369,674 | $123.1M | Add +3.3% |
| SYK Stryker Corp. | 0.87% | 309,835 | $122.6M | Reduce -3.5% |
| CHH Choice Hotels Intl Inc. | 0.87% | 965,652 | $122.5M | Add +2.2% |
| CB Chubb Ltd. | 0.86% | 416,817 | $120.8M | Reduce -6.7% |
| CHE Chemed Corp. | 0.86% | 247,434 | $120.5M | Add +0.4% |
| EXLS Exlservice Holdings Inc. | 0.86% | 2,746,208 | $120.3M | Add +1.8% |
| AIT Applied Industrial Tech Inc. | 0.84% | 508,120 | $118.1M | Add +2.0% |
| CSCO Cisco Systems Inc. | 0.82% | 1,653,731 | $114.7M | Reduce -6.1% |
| PRGS Progress Software Corp. | 0.82% | 1,796,719 | $114.7M | Add +1.9% |
| NTRS Northern Trust Corp. | 0.79% | 878,593 | $111.4M | Add +1.7% |
| STAG Stag Industrial Inc. | 0.77% | 2,965,832 | $107.6M | Add +0.8% |
| AMAT Applied Materials Inc. | 0.76% | 585,296 | $107.2M | Add +3.6% |
| COO The Cooper Cos Inc. | 0.74% | 1,465,621 | $104.3M | Add +1.9% |
| WAT Waters Corp. | 0.73% | 294,325 | $102.7M | Add +2.3% |
| DE Deere & Co. | 0.72% | 199,491 | $101.4M | Reduce -16.5% |
| PEP Pepsico Inc. | 0.69% | 735,552 | $97.1M | Reduce -3.5% |
| UNP Union Pacific Corp. | 0.69% | 420,967 | $96.9M | Reduce -15.1% |
| ALLE Allegion PLC | 0.69% | 668,432 | $96.3M | Add +9.9% |
| SIGI Selective Insurance Group | 0.69% | 1,109,922 | $96.2M | Add +6.0% |
| SMPL The Simply Good Foods Co. | 0.68% | 3,034,123 | $95.8M | Add +1.1% |
| AXP American Express Co. | 0.68% | 297,091 | $94.8M | Add +32.1% |
| WTRG Essential Utilities Inc. | 0.67% | 2,544,883 | $94.5M | Add +2.8% |
| IBOC International Bancshares CRP | 0.67% | 1,405,068 | $93.5M | Add +0.5% |
| BJ Bj's Wholesale Club Holdings filed as BJS WHSL CLUB HLDGS INC | 0.66% | 861,882 | $92.9M | Reduce -9.4% |
| CBSH Commerce Bancshares Inc. | 0.66% | 1,483,309 | $92.2M | Add +1.9% |
| MGY Magnolia Oil & Gas Corp. Class A | 0.64% | 4,003,770 | $90.0M | Add +26.0% |
| SLGN Silgan Holdings Inc. | 0.64% | 1,646,933 | $89.2M | Reduce -11.3% |
| AYI Acuity Inc. | 0.62% | 289,635 | $86.4M | Add +43.0% |
| CHKP Check Point Software Tech | 0.61% | 387,682 | $85.8M | Reduce -8.1% |
| SYY Sysco Corp. | 0.60% | 1,118,163 | $84.7M | Add +20.7% |
| ROST Ross Stores Inc. | 0.59% | 649,239 | $82.8M | Reduce -3.3% |
| MKC McCormick & Co.-Non VTG SHRS | 0.59% | 1,083,026 | $82.1M | Add +7.9% |
| PG The Procter & Gamble Co. | 0.58% | 512,119 | $81.6M | Add +6.2% |
| DLB Dolby Laboratories Inc. Class A | 0.58% | 1,098,218 | $81.6M | Add +2.1% |
| HAE Haemonetics Corp. | 0.58% | 1,089,940 | $81.3M | Reduce -2.5% |
| AZO AutoZone Inc. | 0.57% | 21,365 | $79.3M | Reduce -23.0% |
| CBOE Cboe Global Markets Inc. | 0.56% | 337,573 | $78.7M | Add +2.3% |
| JLL Jones Lang Lasalle Inc. | 0.56% | 306,051 | $78.3M | Add +4.8% |
| STE Steris PLC | 0.56% | 323,980 | $77.8M | Add +26.4% |
| OGS One Gas Inc. | 0.55% | 1,070,858 | $77.0M | Add +1.7% |
| NDSN Nordson Corp. | 0.54% | 355,613 | $76.2M | Add +22.8% |
| SNA Snap-on Inc. | 0.54% | 244,971 | $76.2M | Add +15.0% |
| PAYC Paycom Software Inc. | 0.53% | 320,140 | $74.1M | Reduce -11.1% |
| AFG American Financial Group Inc. | 0.52% | 580,638 | $73.3M | Add +15.4% |
| XOM Exxon Mobil Corp. | 0.52% | 679,318 | $73.2M | Reduce -0.8% |
| COLM Columbia Sportswear Co. | 0.52% | 1,198,524 | $73.2M | Add +0.5% |
| APD Air Products & Chemicals Inc. | 0.51% | 253,613 | $71.5M | Reduce -3.6% |
| CVCO Cavco Industries Inc. | 0.51% | 163,206 | $70.9M | Reduce -14.9% |
| LECO Lincoln Electric Holdings | 0.50% | 339,975 | $70.5M | Add +2.8% |
| CNS Cohen & Steers Inc. | 0.50% | 922,895 | $69.5M | Add +1.3% |
| META Meta Platforms Inc. Class A | 0.48% | 91,722 | $67.7M | Reduce -2.5% |
| AM Antero Midstream Corp. | 0.48% | 3,543,536 | $67.2M | Add +24.4% |
| IEX Idex Corp. | 0.48% | 381,517 | $67.0M | Add +40.0% |
| RPM RPM International Inc. | 0.47% | 601,564 | $66.1M | Add +18.1% |
| IDA Idacorp Inc. | 0.47% | 566,732 | $65.4M | Add +1.3% |
| AMZN Amazon.com Inc. | 0.46% | 295,275 | $64.8M | Reduce -1.6% |
| PBH Prestige Consumer Healthcare | 0.46% | 800,166 | $63.9M | Reduce -2.3% |
| CSGS CSG Systems Intl Inc. | 0.45% | 976,203 | $63.8M | Reduce -2.1% |
| UNH Unitedhealth Group Inc. | 0.45% | 203,957 | $63.6M | Reduce -30.8% |
| ZBH Zimmer Biomet Holdings Inc. | 0.45% | 693,322 | $63.2M | Add +45.0% |
| LFUS Littelfuse Inc. | 0.45% | 276,626 | $62.7M | Reduce -3.2% |
| UFPT Ufp Technologies Inc. | 0.44% | 255,377 | $62.4M | Add +19.3% |
| BKNG Booking Holdings Inc. | 0.44% | 10,721 | $62.1M | Reduce -5.5% |
| DOX Amdocs Ltd. | 0.44% | 678,929 | $61.9M | Add +5.9% |
| FFIV F5 Inc. | 0.44% | 210,036 | $61.8M | Add +7.8% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.44% | 58,714 | $61.1M | Reduce -0.9% |
| ES Eversource Energy | 0.43% | 957,132 | $60.9M | Reduce -3.4% |
| IDCC Interdigital Inc. | 0.43% | 267,255 | $59.9M | Reduce -2.1% |
| MZTI The Marzetti Company filed as LANCASTER COLONY CORP | 0.42% | 344,605 | $59.5M | Add +14.7% |
| LOW Lowe's Cos Inc. | 0.42% | 268,216 | $59.5M | Reduce -4.2% |
| ACLS Axcelis Technologies Inc. | 0.42% | 845,911 | $59.0M | Add +2.4% |
| EWBC East West Bancorp Inc. | 0.41% | 572,267 | $57.8M | Add +25.8% |
| NTAP Netapp Inc. | 0.41% | 540,814 | $57.6M | Add +8.5% |
| WSM Williams-Sonoma Inc. | 0.41% | 350,131 | $57.2M | Add +5.5% |
| TEL Te Connectivity PLC | 0.40% | 336,285 | $56.7M | Reduce -5.0% |
| BMI Badger Meter Inc. | 0.40% | 229,741 | $56.3M | Reduce -2.3% |
| EXPD Expeditors Intl Wash Inc. | 0.40% | 491,547 | $56.2M | Add +5.8% |
| FELE Franklin Electric Co. Inc. | 0.40% | 623,633 | $56.0M | Reduce -2.4% |
| CRVL Corvel Corp. | 0.39% | 536,874 | $55.2M | Reduce -20.8% |
| EVR Evercore Inc. Class A | 0.39% | 203,292 | $54.9M | Add +23.9% |
Portfolio Sells Q1 2025 → Q2 2025
| UNH Unitedhealth Group Inc. | Reduce -30.8% | 0.45% | −0.67 |
| AAPL Apple Inc. | Reduce -2.7% | 2.57% | −0.36 |
| BDX Becton Dickinson and Co. | Reduce -30.2% | 0.30% | −0.28 |
| V Visa Inc. Class A | Reduce -15.0% | 1.39% | −0.26 |
| THG Hanover Insurance Group Inc./ | Reduce -50.0% | 0.21% | −0.23 |
| CVCO Cavco Industries Inc. | Reduce -14.9% | 0.51% | −0.22 |
| JNJ Johnson & Johnson | Reduce -7.1% | 1.11% | −0.22 |
| AZO AutoZone Inc. | Reduce -23.0% | 0.57% | −0.21 |
| TTC Toro Co. | Reduce -44.7% | 0.22% | −0.20 |
| CORT Corcept Therapeutics Inc. | Reduce -2.2% | 0.30% | −0.19 |
| UNP Union Pacific Corp. | Reduce -15.1% | 0.69% | −0.16 |
| CRVL Corvel Corp. | Reduce -20.8% | 0.39% | −0.16 |
| HP Helmerich & Payne | Sold out | 0.00% | −0.16 |
| WHD Cactus Inc. Class A | Reduce -23.2% | 0.39% | −0.15 |
| ADI Analog Devices Inc. | Reduce -44.8% | 0.26% | −0.15 |
| COP Conocophillips | Reduce -23.5% | 0.26% | −0.15 |
| NSP Insperity Inc. | Sold out | 0.00% | −0.14 |
| PEP Pepsico Inc. | Reduce -3.5% | 0.69% | −0.14 |
| TFX Teleflex Inc. | Sold out | 0.00% | −0.13 |
| BJ Bj's Wholesale Club Holdings | Reduce -9.4% | 0.66% | −0.13 |
| CB Chubb Ltd. | Reduce -6.7% | 0.86% | −0.12 |
| MRSH Marsh & McLennan Cos | Reduce -18.8% | 0.30% | −0.12 |
| CMCSA Comcast Corp. Class A | Reduce -19.1% | 0.34% | −0.11 |
| ICUI Icu Medical Inc. | Reduce -44.0% | 0.11% | −0.11 |
| DE Deere & Co. | Reduce -16.5% | 0.72% | −0.10 |
| CHKP Check Point Software Tech | Reduce -8.1% | 0.61% | −0.09 |
| HALO Halozyme Therapeutics Inc. | Reduce -2.5% | 0.31% | −0.09 |
| A Agilent Technologies Inc. | Reduce -25.1% | 0.23% | −0.08 |
| UPS United Parcel Service Class B | Reduce -7.8% | 0.36% | −0.08 |
| SSTK Shutterstock Inc. | Sold out | 0.00% | −0.08 |
| XOM Exxon Mobil Corp. | Reduce -0.8% | 0.52% | −0.07 |
| LULU Lululemon Athletica Inc. | Reduce -5.2% | 0.24% | −0.07 |
| CLB Core Laboratories Inc. | Sold out | 0.00% | −0.07 |
| AMPH Amphastar Pharmaceuticals Inc. | Reduce -3.2% | 0.19% | −0.06 |
| PBH Prestige Consumer Healthcare | Reduce -2.3% | 0.46% | −0.06 |
| APD Air Products & Chemicals Inc. | Reduce -3.6% | 0.51% | −0.06 |
| SLGN Silgan Holdings Inc. | Reduce -11.3% | 0.64% | −0.06 |
| EA Electronic Arts Inc. | Sold out | 0.00% | −0.06 |
| GPK Graphic Packaging Holding Co. | Reduce -3.2% | 0.18% | −0.06 |
| LH Labcorp Holdings Inc. | Reduce -97.2% | 0.00% | −0.05 |
| LOW Lowe's Cos Inc. | Reduce -4.2% | 0.42% | −0.05 |
| ATR Aptargroup Inc. | Reduce -7.0% | 1.18% | −0.05 |
| ADP Automatic Data Processing | Reduce -2.8% | 1.09% | −0.05 |
| BKR Baker Hughes Co. | Reduce -24.9% | 0.09% | −0.05 |
| PAYC Paycom Software Inc. | Reduce -11.1% | 0.53% | −0.05 |
| HSY The Hershey Co. | Reduce -25.3% | 0.11% | −0.04 |
| INMD Inmode Ltd. | Reduce -3.4% | 0.14% | −0.04 |
| FELE Franklin Electric Co. Inc. | Reduce -2.4% | 0.40% | −0.04 |
| LAMR Lamar Advertising Co. Class A | Reduce -13.9% | 0.32% | −0.04 |
| ROST Ross Stores Inc. | Reduce -3.3% | 0.59% | −0.04 |
Portfolio Buys Q1 2025 → Q2 2025
| NVDA Nvidia Corp. | Add +23.8% | 1.09% | +0.47 |
| HUBB Hubbell Inc. | Add +22.5% | 1.07% | +0.35 |
| AXP American Express Co. | Add +32.1% | 0.68% | +0.23 |
| AYI Acuity Inc. | Add +43.0% | 0.62% | +0.23 |
| QLYS Qualys Inc. | Add +8.4% | 1.16% | +0.19 |
| NTRS Northern Trust Corp. | Add +1.7% | 0.79% | +0.17 |
| AMAT Applied Materials Inc. | Add +3.6% | 0.76% | +0.17 |
| PRGS Progress Software Corp. | Add +1.9% | 0.82% | +0.15 |
| EVR Evercore Inc. Class A | Add +23.9% | 0.39% | +0.15 |
| JAZZ Jazz Pharmaceuticals PLC | Add +129.1% | 0.31% | +0.15 |
| MS Morgan Stanley | Add +6017.8% | 0.15% | +0.15 |
| WTS Watts Water Technologies-A | Add +1.0% | 0.91% | +0.14 |
| KLAC KLA Corp. | Add +20.8% | 0.38% | +0.14 |
| STE Steris PLC | Add +26.4% | 0.56% | +0.13 |
| UFPT Ufp Technologies Inc. | Add +19.3% | 0.44% | +0.13 |
| SEIC Sei Investments Company | Add +3.3% | 0.88% | +0.13 |
| AMAL Amalgamated Financial Corp. | New | 0.12% | +0.12 |
| ACLS Axcelis Technologies Inc. | Add +2.4% | 0.42% | +0.12 |
| IEX Idex Corp. | Add +40.0% | 0.48% | +0.12 |
| NDSN Nordson Corp. | Add +22.8% | 0.54% | +0.12 |
| EWBC East West Bancorp Inc. | Add +25.8% | 0.41% | +0.11 |
| DCI Donaldson Co. Inc. | Add +7.8% | 1.40% | +0.11 |
| ALLE Allegion PLC | Add +9.9% | 0.69% | +0.11 |
| AM Antero Midstream Corp. | Add +24.4% | 0.48% | +0.10 |
| ATEN A10 Networks Inc. | Add +31.4% | 0.30% | +0.10 |
| SYY Sysco Corp. | Add +20.7% | 0.60% | +0.10 |
| NTAP Netapp Inc. | Add +8.5% | 0.41% | +0.09 |
| BLK BlackRock Inc. | Add +29.3% | 0.29% | +0.08 |
| NFLX Netflix Inc. | Add +75.8% | 0.14% | +0.08 |
| OII Oceaneering Intl Inc. | New | 0.08% | +0.08 |
| CUBE Cubesmart | Add +28.2% | 0.35% | +0.07 |
| EOG EOG Resources Inc. | Add +256.1% | 0.09% | +0.06 |
| FFIV F5 Inc. | Add +7.8% | 0.44% | +0.06 |
| ZBH Zimmer Biomet Holdings Inc. | Add +45.0% | 0.45% | +0.06 |
| MGY Magnolia Oil & Gas Corp. Class A | Add +26.0% | 0.64% | +0.06 |
| IBP Installed Building Products | Add +14.0% | 0.38% | +0.06 |
| MTD Mettler-Toledo International | Add +21.2% | 0.35% | +0.05 |
| MSCI MSCI Inc. | New | 0.05% | +0.05 |
| TXRH Texas Roadhouse Inc. | Add +7.8% | 0.32% | +0.05 |
| IWM iShares Russell 2000 ETF | Add +339.1% | 0.06% | +0.05 |
| TDC Teradata Corp. | Add +21.6% | 0.31% | +0.05 |
| ZTS Zoetis Inc. | Add +94.8% | 0.11% | +0.05 |
| LECO Lincoln Electric Holdings | Add +2.8% | 0.50% | +0.05 |
| ZBRA Zebra Technologies Corp. Class A | Add +6.2% | 0.38% | +0.04 |
| HRB H&R Block Inc. | Add +17.6% | 0.34% | +0.04 |
| RPM RPM International Inc. | Add +18.1% | 0.47% | +0.04 |
| MZTI The Marzetti Company | Add +14.7% | 0.42% | +0.04 |
| AFG American Financial Group Inc. | Add +15.4% | 0.52% | +0.04 |
| MEDP Medpace Holdings Inc. | Add +12.1% | 0.34% | +0.04 |
| VOO Vanguard S&P 500 ETF | Add +15.8% | 0.18% | +0.04 |
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 |