Boston Trust Walden Corp
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 28, 2026), Boston Trust Walden Corp reported 383 stock positions worth $13.2 billion. Its top holding was Microsoft (MSFT) at 3.7% of the portfolio, followed by Apple (AAPL, 3.2%) and Alphabet Class A (GOOGL, 2.2%). Compared with Q3 2025, it opened 10 new positions, sold out of 18, added to 43 and reduced 252. The biggest buy was Globus Medical Class A (GMED, shares +15%) and the biggest sale Oracle (ORCL, shares −22%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0001534866
- Portfolio Value
- $13.2B (Q4 2025)
- SEC Filing
- 0001534866-26-000002 ↗ filed Jan 28, 2026
Holdings Value
Holdings 383 stocks · $13.2B
| MSFT Microsoft Corp. | 3.65% | 1,000,740 | $484.0M | Reduce -5.1% |
| AAPL Apple Inc. | 3.18% | 1,551,190 | $421.7M | Reduce -2.9% |
| GOOGL Alphabet Inc. Class A | 2.23% | 944,188 | $295.5M | Reduce -10.7% |
| GOOG Alphabet Inc. Class C | 1.95% | 822,967 | $258.2M | Reduce -11.6% |
| JPM JPMorgan Chase & Co. | 1.90% | 782,214 | $252.0M | Reduce -5.3% |
| DCI Donaldson Co. Inc. | 1.60% | 2,392,579 | $212.1M | Reduce -11.5% |
| NVDA Nvidia Corp. | 1.57% | 1,115,905 | $208.1M | Add +12.1% |
| V Visa Inc. Class A | 1.31% | 493,676 | $173.1M | Reduce -3.0% |
| ATR Aptargroup Inc. | 1.30% | 1,414,719 | $172.5M | Add +14.6% |
| HUBB Hubbell Inc. | 1.15% | 342,413 | $152.1M | Reduce -2.3% |
| QLYS Qualys Inc. | 1.11% | 1,103,888 | $146.7M | Reduce -3.7% |
| JNJ Johnson & Johnson | 1.04% | 668,626 | $138.4M | Reduce -6.4% |
| CFR Cullen/Frost Bankers Inc. | 1.00% | 1,043,754 | $132.2M | Reduce -4.4% |
| CINF Cincinnati Financial Corp. | 0.96% | 775,213 | $126.6M | Reduce -1.3% |
| AIT Applied Industrial Tech Inc. | 0.94% | 484,060 | $124.3M | Reduce -4.0% |
| WTS Watts Water Technologies-A | 0.91% | 437,716 | $120.8M | Reduce -8.3% |
| GMED Globus Medical Inc. Class A | 0.90% | 1,367,987 | $119.4M | Add +15.4% |
| ACN Accenture PLC Class A | 0.85% | 420,875 | $112.9M | Reduce -8.2% |
| EXLS Exlservice Holdings Inc. | 0.84% | 2,608,036 | $110.7M | Reduce -4.2% |
| CBSH Commerce Bancshares Inc. | 0.82% | 2,084,628 | $109.1M | Add +9.5% |
| ADP Automatic Data Processing | 0.81% | 418,158 | $107.6M | Reduce -11.2% |
| STAG Stag Industrial Inc. | 0.78% | 2,813,180 | $103.4M | Reduce -4.5% |
| AMAT Applied Materials Inc. | 0.78% | 401,227 | $103.1M | Reduce -15.2% |
| CB Chubb Ltd. | 0.77% | 327,355 | $102.2M | Reduce -4.4% |
| CSCO Cisco Systems Inc. | 0.77% | 1,324,942 | $102.1M | Reduce -2.3% |
| COO The Cooper Cos Inc. | 0.77% | 1,237,479 | $101.4M | Reduce -17.2% |
| COST Costco Wholesale Corp. | 0.75% | 115,778 | $99.8M | Reduce -7.6% |
| ROST Ross Stores Inc. | 0.75% | 551,047 | $99.3M | Reduce -3.5% |
| SYK Stryker Corp. | 0.75% | 281,801 | $99.0M | Reduce -2.1% |
| WTRG Essential Utilities Inc. | 0.74% | 2,558,690 | $98.2M | Reduce -2.5% |
| CHE Chemed Corp. | 0.71% | 221,241 | $94.7M | Reduce -5.6% |
| CHH Choice Hotels Intl Inc. | 0.71% | 991,405 | $94.4M | Reduce -5.3% |
| JLL Jones Lang Lasalle Inc. | 0.70% | 276,223 | $92.9M | Reduce -1.7% |
| CVCO Cavco Industries Inc. | 0.69% | 154,667 | $91.4M | Reduce -4.3% |
| MGY Magnolia Oil & Gas Corp. Class A | 0.69% | 4,168,085 | $91.2M | Add +5.7% |
| AYI Acuity Inc. | 0.68% | 248,407 | $89.4M | Reduce -22.1% |
| SEIC Sei Investments Company | 0.67% | 1,084,790 | $89.0M | Reduce -1.9% |
| AXP American Express Co. | 0.67% | 240,126 | $88.8M | Reduce -1.1% |
| BMI Badger Meter Inc. | 0.67% | 507,692 | $88.5M | Add +53.8% |
| TER Teradyne Inc. | 0.66% | 451,753 | $87.4M | Reduce -26.1% |
| OGS One Gas Inc. | 0.64% | 1,103,732 | $85.3M | Add +5.3% |
| NDSN Nordson Corp. | 0.63% | 349,174 | $84.0M | Reduce -1.9% |
| ALLE Allegion PLC | 0.63% | 524,132 | $83.5M | Reduce -2.2% |
| BJ Bj's Wholesale Club Holdings filed as BJS WHSL CLUB HLDGS INC | 0.63% | 924,289 | $83.2M | Reduce -0.1% |
| MEDP Medpace Holdings Inc. | 0.63% | 148,001 | $83.1M | Reduce -2.1% |
| IEX Idex Corp. | 0.62% | 462,703 | $82.3M | Add +21.1% |
| FDS Factset Research Systems Inc. | 0.61% | 280,259 | $81.3M | Reduce -3.5% |
| STE Steris PLC | 0.61% | 318,273 | $80.7M | Reduce -1.9% |
| PRGS Progress Software Corp. | 0.61% | 1,869,746 | $80.3M | Reduce -4.2% |
| IBOC International Bancshares CRP | 0.60% | 1,191,816 | $79.2M | Reduce -4.6% |
| PEP Pepsico Inc. | 0.60% | 551,610 | $79.2M | Reduce -2.5% |
| XOM Exxon Mobil Corp. | 0.60% | 656,927 | $79.1M | Reduce -1.6% |
| ORCL Oracle Corp. | 0.58% | 397,442 | $77.5M | Reduce -21.5% |
| CBOE Cboe Global Markets Inc. | 0.58% | 303,672 | $76.2M | Reduce -3.1% |
| DE Deere & Co. | 0.57% | 162,824 | $75.8M | Reduce -1.7% |
| SNA Snap-on Inc. | 0.57% | 217,753 | $75.0M | Reduce -1.6% |
| UNP Union Pacific Corp. | 0.56% | 322,285 | $74.6M | Reduce -4.5% |
| MKC McCormick & Co.-Non VTG SHRS | 0.55% | 1,069,435 | $72.8M | Reduce -3.6% |
| LECO Lincoln Electric Holdings | 0.55% | 303,755 | $72.8M | Reduce -1.6% |
| AOS Smith (a.o.) Corp. | 0.54% | 1,076,784 | $72.0M | Add +13.8% |
| EXPD Expeditors Intl Wash Inc. | 0.54% | 481,443 | $71.7M | Reduce -1.9% |
| NYT New York Times Co. Class A | 0.52% | 997,480 | $69.2M | Reduce -1.6% |
| JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC | 0.51% | 373,361 | $68.1M | Add +0.2% |
| SYY Sysco Corp. | 0.51% | 918,173 | $67.7M | Reduce -2.5% |
| SFM Sprouts Farmers Market Inc. | 0.51% | 848,496 | $67.6M | Add +112.9% |
| RPM RPM International Inc. | 0.51% | 647,788 | $67.4M | Reduce -0.8% |
| JAZZ Jazz Pharmaceuticals PLC | 0.51% | 393,911 | $67.0M | Reduce -3.6% |
| IDA Idacorp Inc. | 0.50% | 527,359 | $66.7M | Reduce -4.3% |
| SMPL The Simply Good Foods Co. | 0.50% | 3,305,134 | $66.4M | Reduce -6.1% |
| AM Antero Midstream Corp. | 0.50% | 3,705,697 | $65.9M | Reduce -0.9% |
| TEL Te Connectivity PLC | 0.49% | 286,944 | $65.3M | Reduce -7.6% |
| AMZN Amazon.com Inc. | 0.49% | 280,768 | $64.8M | Reduce -4.8% |
| CHKP Check Point Software Tech | 0.49% | 348,698 | $64.7M | Reduce -5.3% |
| LFUS Littelfuse Inc. | 0.49% | 254,267 | $64.3M | Reduce -7.2% |
| AFG American Financial Group Inc. | 0.48% | 469,645 | $64.2M | Reduce -13.6% |
| KLAC KLA Corp. | 0.47% | 51,510 | $62.6M | Reduce -3.6% |
| META Meta Platforms Inc. Class A | 0.47% | 93,922 | $62.0M | Reduce -1.8% |
| SLGN Silgan Holdings Inc. | 0.47% | 1,533,779 | $61.9M | Reduce -5.8% |
| BLD Topbuild Corp. | 0.47% | 147,699 | $61.6M | Reduce -1.0% |
| CRL Charles River Laboratories | 0.46% | 304,877 | $60.8M | Reduce -0.8% |
| PG The Procter & Gamble Co. | 0.45% | 420,098 | $60.2M | Reduce -2.0% |
| IBP Installed Building Products | 0.45% | 230,205 | $59.7M | Reduce -13.8% |
| AVY Avery Dennison Corp. | 0.45% | 327,423 | $59.6M | Add +15.1% |
| EWBC East West Bancorp Inc. | 0.44% | 523,391 | $58.8M | Reduce -1.7% |
| NTRS Northern Trust Corp. | 0.44% | 427,112 | $58.3M | Reduce -22.1% |
| ATO Atmos Energy Corp. | 0.43% | 343,445 | $57.6M | Reduce -4.9% |
| MTD Mettler-Toledo International | 0.43% | 41,214 | $57.5M | Reduce -1.9% |
| ZBH Zimmer Biomet Holdings Inc. | 0.43% | 636,784 | $57.3M | Reduce -3.5% |
| DLB Dolby Laboratories Inc. Class A | 0.43% | 885,234 | $56.8M | Reduce -18.6% |
| AZO AutoZone Inc. | 0.42% | 16,280 | $55.2M | Reduce -6.0% |
| FELE Franklin Electric Co. Inc. | 0.41% | 574,257 | $54.9M | Reduce -6.8% |
| DOX Amdocs Ltd. | 0.40% | 659,027 | $53.1M | Reduce -2.9% |
| GWW WW Grainger Inc. | 0.40% | 52,571 | $53.0M | Reduce -1.3% |
| LOW Lowe's Cos Inc. | 0.40% | 219,881 | $53.0M | Reduce -3.3% |
| HALO Halozyme Therapeutics Inc. | 0.40% | 781,835 | $52.6M | Reduce -6.2% |
| NTAP Netapp Inc. | 0.40% | 489,379 | $52.4M | Reduce -1.9% |
| UFPT Ufp Technologies Inc. | 0.39% | 232,676 | $51.7M | Reduce -7.6% |
| UNH Unitedhealth Group Inc. | 0.39% | 155,326 | $51.3M | Reduce -0.4% |
| CSGS CSG Systems Intl Inc. | 0.38% | 664,666 | $51.0M | Reduce -21.2% |
| DT Dynatrace Inc. | 0.38% | 1,153,340 | $50.0M | New |
Portfolio Sells Q3 2025 → Q4 2025
| ORCL Oracle Corp. | Reduce -21.5% | 0.58% | −0.46 |
| ZBRA Zebra Technologies Corp. Class A | Sold out | 0.00% | −0.38 |
| MSFT Microsoft Corp. | Reduce -5.1% | 3.65% | −0.35 |
| TDC Teradata Corp. | Sold out | 0.00% | −0.23 |
| IDCC Interdigital Inc. | Reduce -35.3% | 0.33% | −0.21 |
| CORT Corcept Therapeutics Inc. | Reduce -6.2% | 0.14% | −0.20 |
| ADP Automatic Data Processing | Reduce -11.2% | 0.81% | −0.20 |
| FLO Flowers Foods Inc. | Sold out | 0.00% | −0.18 |
| DLB Dolby Laboratories Inc. Class A | Reduce -18.6% | 0.43% | −0.15 |
| SMPL The Simply Good Foods Co. | Reduce -6.1% | 0.50% | −0.14 |
| CNS Cohen & Steers Inc. | Reduce -30.7% | 0.30% | −0.14 |
| MTDR Matador Resources Co. | Reduce -34.1% | 0.24% | −0.13 |
| AYI Acuity Inc. | Reduce -22.1% | 0.68% | −0.13 |
| AZO AutoZone Inc. | Reduce -6.0% | 0.42% | −0.13 |
| INGR Ingredion Inc. | Reduce -98.5% | 0.00% | −0.12 |
| APD Air Products & Chemicals Inc. | Reduce -19.6% | 0.35% | −0.12 |
| PAYC Paycom Software Inc. | Reduce -2.4% | 0.38% | −0.11 |
| CHH Choice Hotels Intl Inc. | Reduce -5.3% | 0.71% | −0.11 |
| AMAL Amalgamated Financial Corp. | Sold out | 0.00% | −0.11 |
| MZTI The Marzetti Company | Reduce -22.4% | 0.33% | −0.10 |
| NTRS Northern Trust Corp. | Reduce -22.1% | 0.44% | −0.10 |
| COST Costco Wholesale Corp. | Reduce -7.6% | 0.75% | −0.10 |
| AFG American Financial Group Inc. | Reduce -13.6% | 0.48% | −0.10 |
| WSM Williams-Sonoma Inc. | Reduce -15.4% | 0.37% | −0.10 |
| DFIN Donnelley Financial Solution | Reduce -29.2% | 0.18% | −0.09 |
| EVR Evercore Inc. Class A | Sold out | 0.00% | −0.09 |
| FFIV F5 Inc. | Reduce -1.0% | 0.35% | −0.09 |
| CUBE Cubesmart | Reduce -13.8% | 0.27% | −0.07 |
| ACLS Axcelis Technologies Inc. | Reduce -7.1% | 0.26% | −0.07 |
| CHKP Check Point Software Tech | Reduce -5.3% | 0.49% | −0.07 |
| ALLE Allegion PLC | Reduce -2.2% | 0.63% | −0.07 |
| WTS Watts Water Technologies-A | Reduce -8.3% | 0.91% | −0.07 |
| SIGI Selective Insurance Group | Reduce -22.9% | 0.30% | −0.07 |
| GPK Graphic Packaging Holding Co. | Reduce -10.0% | 0.16% | −0.07 |
| HRB H&R Block Inc. | Reduce -9.4% | 0.26% | −0.06 |
| TROW T Rowe Price Group Inc. | Reduce -40.0% | 0.09% | −0.06 |
| HSY The Hershey Co. | Reduce -57.6% | 0.04% | −0.06 |
| SYY Sysco Corp. | Reduce -2.5% | 0.51% | −0.06 |
| RPM RPM International Inc. | Reduce -0.8% | 0.51% | −0.06 |
| CHE Chemed Corp. | Reduce -5.6% | 0.71% | −0.06 |
| HALO Halozyme Therapeutics Inc. | Reduce -6.2% | 0.40% | −0.05 |
| MSM MSC Industrial Direct Co. Class A | Reduce -6.8% | 0.35% | −0.05 |
| CRVL Corvel Corp. | Reduce -6.6% | 0.25% | −0.05 |
| DHI D.R. Horton Inc. | Reduce -4.5% | 0.24% | −0.05 |
| META Meta Platforms Inc. Class A | Reduce -1.8% | 0.47% | −0.05 |
| SLGN Silgan Holdings Inc. | Reduce -5.8% | 0.47% | −0.05 |
| ZBH Zimmer Biomet Holdings Inc. | Reduce -3.5% | 0.43% | −0.04 |
| EXLS Exlservice Holdings Inc. | Reduce -4.2% | 0.84% | −0.04 |
| BKR Baker Hughes Co. | Reduce -69.2% | 0.02% | −0.04 |
| USPH U.S. Physical Therapy Inc. | Reduce -7.7% | 0.27% | −0.04 |
Portfolio Buys Q3 2025 → Q4 2025
| GMED Globus Medical Inc. Class A | Add +15.4% | 0.90% | +0.40 |
| DT Dynatrace Inc. | New | 0.38% | +0.38 |
| ATMU Atmus Filtration Technologie | New | 0.33% | +0.33 |
| BMI Badger Meter Inc. | Add +53.8% | 0.67% | +0.24 |
| CVLT Commvault Systems Inc. | New | 0.23% | +0.23 |
| CWST Casella Waste Systems Inc. Class A | New | 0.23% | +0.23 |
| IWM iShares Russell 2000 ETF | Add +1187.9% | 0.23% | +0.21 |
| NVDA Nvidia Corp. | Add +12.1% | 1.57% | +0.21 |
| SFM Sprouts Farmers Market Inc. | Add +112.9% | 0.51% | +0.19 |
| PCTY Paylocity Holding Corp. | New | 0.18% | +0.18 |
| IEX Idex Corp. | Add +21.1% | 0.62% | +0.16 |
| AMGN Amgen Inc. | Add +390.1% | 0.18% | +0.15 |
| AVY Avery Dennison Corp. | Add +15.1% | 0.45% | +0.11 |
| JKHY Jack Henry & Associates Inc. | Add +0.2% | 0.51% | +0.11 |
| ATR Aptargroup Inc. | Add +14.6% | 1.30% | +0.09 |
| MS Morgan Stanley | Add +20.9% | 0.29% | +0.08 |
| PSMT Pricesmart Inc. | Add +42.8% | 0.24% | +0.08 |
| VRSK Verisk Analytics Inc. | Add +441.5% | 0.07% | +0.06 |
| EOG EOG Resources Inc. | Add +78.4% | 0.13% | +0.06 |
| TMO Thermo Fisher Scientific Inc. | Add +9.7% | 0.19% | +0.05 |
| MSCI MSCI Inc. | Add +71.6% | 0.09% | +0.04 |
| GDDY GoDaddy Inc. Class A | Add +20.9% | 0.35% | +0.04 |
| AOS Smith (a.o.) Corp. | Add +13.8% | 0.54% | +0.03 |
| VXF Vanguard Extended Market ETF | Add +2025.0% | 0.03% | +0.03 |
| VSGX Vanguard ESG Intl Stock ETF | Add +13.7% | 0.19% | +0.03 |
| ZTS Zoetis Inc. | Add +43.1% | 0.13% | +0.03 |
| LIN Linde PLC | Add +143.4% | 0.05% | +0.03 |
| CPK Chesapeake Utilities Corp. | Add +12.8% | 0.34% | +0.02 |
| MRSH Marsh & McLennan Cos | Add +15.3% | 0.29% | +0.02 |
| VOO Vanguard S&P 500 ETF | Add +3.8% | 0.27% | +0.02 |
| OGS One Gas Inc. | Add +5.3% | 0.64% | +0.02 |
| VTI VG Morningstar TS MKT ETF-US | Add +16.1% | 0.06% | +0.01 |
| CL Colgate-Palmolive Co. | Add +4.6% | 0.10% | +0.01 |
| CTSH Cognizant Tech Solutions-A | Add +0.5% | 0.03% | +0.01 |
| BRO Brown & Brown Inc. | Add +27.5% | 0.05% | +0.01 |
| USB US Bancorp | Add +0.1% | 0.04% | +0.00 |
| XYL Xylem Inc. | Add +102.1% | 0.01% | +0.00 |
| FTNT Fortinet Inc. | Add +4.1% | 0.23% | +0.00 |
| APH Amphenol Corp. Class A | Add +102.8% | 0.00% | +0.00 |
| CMA Comerica Inc. | New | 0.00% | +0.00 |
| VRTX Vertex Pharmaceuticals Inc. | New | 0.00% | +0.00 |
| FSLR First Solar Inc. | New | 0.00% | +0.00 |
| ROK Rockwell Automation Inc. | New | 0.00% | +0.00 |
| BIP Brookfield Infrastructure Pa | New | 0.00% | +0.00 |
| IJR iShares Core S&P Small-Cap E | Add +13.5% | 0.01% | +0.00 |
| TSLA Tesla Inc. | Add +0.7% | 0.01% | +0.00 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +8.2% | 0.00% | +0.00 |
| AWK American Water Works Co. Inc. | Add +1.1% | 0.07% | −0.00 |
| MGY Magnolia Oil & Gas Corp. Class A | Add +5.7% | 0.69% | −0.00 |
| PYPL PayPal Holdings Inc. | Add +3.4% | 0.03% | −0.00 |
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 |