Boston Trust Walden Corp
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 24, 2026), Boston Trust Walden Corp reported 388 stock positions worth $12.2 billion. Its top holding was Apple (AAPL) at 3.1% of the portfolio, followed by Microsoft (MSFT, 2.9%) and Alphabet Class A (GOOGL, 2.0%). Compared with Q4 2025, it opened 17 new positions, sold out of 12, added to 78 and reduced 225. The biggest buy was On Semiconductor (ON, shares +524%) and the biggest sale Microsoft (MSFT, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0001534866
- Portfolio Value
- $12.2B (Q1 2026)
- SEC Filing
- 0001534866-26-000004 ↗ filed Apr 24, 2026
Holdings Value
Holdings 388 stocks · $12.2B
| AAPL Apple Inc. | 3.11% | 1,490,524 | $378.3M | Reduce -3.9% |
| MSFT Microsoft Corp. | 2.95% | 969,161 | $358.8M | Reduce -3.2% |
| GOOGL Alphabet Inc. Class A | 2.03% | 859,244 | $247.1M | Reduce -9.0% |
| GOOG Alphabet Inc. Class C | 1.82% | 773,188 | $221.8M | Reduce -6.0% |
| JPM JPMorgan Chase & Co. | 1.79% | 739,677 | $217.6M | Reduce -5.4% |
| NVDA Nvidia Corp. | 1.58% | 1,102,397 | $192.3M | Reduce -1.2% |
| ATR Aptargroup Inc. | 1.40% | 1,349,489 | $170.1M | Reduce -4.6% |
| DCI Donaldson Co. Inc. | 1.33% | 1,900,416 | $161.3M | Reduce -20.6% |
| HUBB Hubbell Inc. | 1.32% | 327,969 | $160.9M | Reduce -4.2% |
| JNJ Johnson & Johnson | 1.19% | 594,061 | $145.2M | Reduce -11.2% |
| V Visa Inc. Class A | 1.18% | 476,259 | $143.9M | Reduce -3.5% |
| CFR Cullen/Frost Bankers Inc. | 1.09% | 967,849 | $132.7M | Reduce -7.3% |
| CINF Cincinnati Financial Corp. | 0.98% | 755,847 | $118.9M | Reduce -2.5% |
| AIT Applied Industrial Tech Inc. | 0.96% | 439,436 | $116.6M | Reduce -9.2% |
| COST Costco Wholesale Corp. | 0.92% | 112,809 | $112.4M | Reduce -2.6% |
| WTS Watts Water Technologies-A | 0.90% | 379,024 | $110.0M | Reduce -13.4% |
| GMED Globus Medical Inc. Class A | 0.89% | 1,254,910 | $108.1M | Reduce -8.3% |
| ROST Ross Stores Inc. | 0.86% | 481,674 | $104.3M | Reduce -12.6% |
| XOM Exxon Mobil Corp. | 0.85% | 606,423 | $102.9M | Reduce -7.7% |
| MGY Magnolia Oil & Gas Corp. Class A | 0.84% | 3,227,906 | $101.9M | Reduce -22.6% |
| WTRG Essential Utilities Inc. | 0.82% | 2,481,448 | $99.9M | Reduce -3.0% |
| CB Chubb Ltd. | 0.82% | 305,399 | $99.5M | Reduce -6.7% |
| LFUS Littelfuse Inc. | 0.81% | 291,393 | $98.9M | Add +14.6% |
| CSCO Cisco Systems Inc. | 0.81% | 1,271,154 | $98.6M | Reduce -4.1% |
| AMAT Applied Materials Inc. | 0.80% | 284,603 | $97.3M | Reduce -29.1% |
| CHH Choice Hotels Intl Inc. | 0.79% | 930,762 | $96.3M | Reduce -6.1% |
| CBSH Commerce Bancshares Inc. | 0.78% | 1,934,136 | $95.2M | Reduce -7.2% |
| OGS One Gas Inc. | 0.77% | 1,086,259 | $93.6M | Reduce -1.6% |
| JAZZ Jazz Pharmaceuticals PLC | 0.76% | 488,661 | $92.4M | Add +24.1% |
| SYK Stryker Corp. | 0.76% | 280,004 | $92.0M | Reduce -0.6% |
| STAG Stag Industrial Inc. | 0.76% | 2,549,987 | $92.0M | Reduce -9.4% |
| BJ Bj's Wholesale Club Holdings filed as BJS WHSL CLUB HLDGS INC | 0.74% | 912,392 | $89.8M | Reduce -1.3% |
| QLYS Qualys Inc. | 0.73% | 1,010,376 | $88.8M | Reduce -8.5% |
| DE Deere & Co. | 0.72% | 155,376 | $87.5M | Reduce -4.6% |
| IEX Idex Corp. | 0.71% | 452,714 | $85.8M | Reduce -2.2% |
| ADP Automatic Data Processing | 0.68% | 409,225 | $83.1M | Reduce -2.1% |
| COO The Cooper Cos Inc. | 0.68% | 1,159,562 | $82.9M | Reduce -6.3% |
| ALLE Allegion PLC | 0.68% | 566,792 | $82.3M | Add +8.1% |
| SNA Snap-on Inc. | 0.68% | 226,007 | $82.1M | Add +3.8% |
| JLL Jones Lang Lasalle Inc. | 0.67% | 268,483 | $81.7M | Reduce -2.8% |
| SEIC Sei Investments Company | 0.67% | 1,039,731 | $81.6M | Reduce -4.2% |
| BMI Badger Meter Inc. | 0.66% | 530,169 | $80.8M | Add +4.4% |
| PEP Pepsico Inc. | 0.66% | 518,122 | $80.5M | Reduce -6.1% |
| NDSN Nordson Corp. | 0.66% | 301,761 | $80.3M | Reduce -13.6% |
| ACN Accenture PLC Class A | 0.65% | 401,133 | $79.5M | Reduce -4.7% |
| SFM Sprouts Farmers Market Inc. | 0.65% | 1,025,355 | $79.1M | Add +20.8% |
| AM Antero Midstream Corp. | 0.64% | 3,431,551 | $78.2M | Reduce -7.4% |
| CHE Chemed Corp. | 0.64% | 205,197 | $77.5M | Reduce -7.3% |
| LECO Lincoln Electric Holdings | 0.63% | 305,870 | $76.2M | Add +0.7% |
| UNP Union Pacific Corp. | 0.62% | 309,931 | $75.2M | Reduce -3.8% |
| IBOC International Bancshares CRP | 0.60% | 1,087,661 | $73.2M | Reduce -8.7% |
| AYI Acuity Inc. | 0.58% | 252,731 | $70.8M | Add +1.7% |
| AOS Smith (a.o.) Corp. | 0.57% | 1,050,930 | $69.3M | Reduce -2.4% |
| IDA Idacorp Inc. | 0.56% | 479,611 | $68.6M | Reduce -9.1% |
| AXP American Express Co. | 0.56% | 226,586 | $68.5M | Reduce -5.6% |
| STE Steris PLC | 0.56% | 307,828 | $68.1M | Reduce -3.3% |
| CVCO Cavco Industries Inc. | 0.56% | 139,783 | $67.7M | Reduce -9.6% |
| MEDP Medpace Holdings Inc. | 0.56% | 140,610 | $67.5M | Reduce -5.0% |
| AFG American Financial Group Inc. | 0.55% | 525,691 | $67.1M | Add +11.9% |
| CBOE Cboe Global Markets Inc. | 0.54% | 235,038 | $66.1M | Reduce -22.6% |
| EXPD Expeditors Intl Wash Inc. | 0.53% | 452,557 | $64.8M | Reduce -6.0% |
| NTAP Netapp Inc. | 0.53% | 631,452 | $64.7M | Add +29.0% |
| ON On Semiconductor | 0.53% | 1,038,146 | $64.3M | Add +524.0% |
| SYY Sysco Corp. | 0.52% | 880,947 | $62.8M | Reduce -4.0% |
| RPM RPM International Inc. | 0.52% | 630,505 | $62.7M | Reduce -2.7% |
| NYT New York Times Co. Class A | 0.51% | 744,238 | $62.3M | Reduce -25.4% |
| UFPT Ufp Technologies Inc. | 0.50% | 317,072 | $61.4M | Add +36.3% |
| PLXS Plexus Corp. | 0.49% | 296,479 | $60.0M | Reduce -12.6% |
| ATO Atmos Energy Corp. | 0.49% | 324,927 | $60.0M | Reduce -5.4% |
| TEL Te Connectivity PLC | 0.49% | 283,522 | $59.3M | Reduce -1.2% |
| PG The Procter & Gamble Co. | 0.49% | 410,015 | $59.2M | Reduce -2.4% |
| GWW WW Grainger Inc. | 0.48% | 53,656 | $58.5M | Add +2.1% |
| JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC | 0.47% | 364,342 | $57.6M | Reduce -2.4% |
| NTRS Northern Trust Corp. | 0.47% | 412,492 | $57.6M | Reduce -3.4% |
| KLAC KLA Corp. | 0.47% | 38,828 | $57.2M | Reduce -24.6% |
| AZO AutoZone Inc. | 0.46% | 16,572 | $56.0M | Add +1.8% |
| AVY Avery Dennison Corp. | 0.46% | 323,775 | $55.9M | Reduce -1.1% |
| FDS Factset Research Systems Inc. | 0.46% | 255,804 | $55.5M | Reduce -8.7% |
| META Meta Platforms Inc. Class A | 0.45% | 96,216 | $55.0M | Add +2.4% |
| MRK Merck & Co. Inc. | 0.45% | 453,194 | $54.5M | Reduce -2.7% |
| EWBC East West Bancorp Inc. | 0.45% | 509,624 | $54.4M | Reduce -2.6% |
| MKC McCormick & Co.-Non VTG SHRS | 0.44% | 1,060,327 | $53.5M | Reduce -0.8% |
| MTD Mettler-Toledo International | 0.43% | 41,696 | $52.6M | Add +1.2% |
| ORCL Oracle Corp. | 0.43% | 357,311 | $52.6M | Reduce -10.1% |
| SMPL The Simply Good Foods Co. | 0.43% | 3,635,464 | $52.2M | Add +10.0% |
| ZBH Zimmer Biomet Holdings Inc. | 0.43% | 572,928 | $51.8M | Reduce -10.0% |
| FFIV F5 Inc. | 0.42% | 177,302 | $51.3M | Reduce -2.7% |
| ATEN A10 Networks Inc. | 0.41% | 2,173,261 | $50.2M | Reduce -11.0% |
| LOW Lowe's Cos Inc. | 0.41% | 210,912 | $49.8M | Reduce -4.1% |
| SCI Service Corp. International | 0.41% | 602,753 | $49.7M | Reduce -2.4% |
| CRL Charles River Laboratories | 0.40% | 285,425 | $49.2M | Reduce -6.4% |
| ITW Illinois Tool Works | 0.40% | 188,364 | $49.0M | Reduce -1.4% |
| AMZN Amazon.com Inc. | 0.40% | 235,323 | $49.0M | Reduce -16.2% |
| IBP Installed Building Products | 0.38% | 172,829 | $45.8M | Reduce -24.9% |
| MSM MSC Industrial Direct Co. Class A | 0.37% | 486,508 | $44.9M | Reduce -11.9% |
| ES Eversource Energy | 0.37% | 646,277 | $44.8M | Reduce -3.5% |
| WHD Cactus Inc. Class A | 0.37% | 938,486 | $44.5M | Reduce -9.7% |
| MTDR Matador Resources Co. | 0.36% | 699,661 | $44.2M | Reduce -6.5% |
| PRGS Progress Software Corp. | 0.36% | 1,720,324 | $44.1M | Reduce -8.0% |
| HALO Halozyme Therapeutics Inc. | 0.36% | 679,563 | $43.9M | Reduce -13.1% |
Portfolio Sells Q4 2025 → Q1 2026
| MSFT Microsoft Corp. | Reduce -3.2% | 2.95% | −0.70 |
| EXLS Exlservice Holdings Inc. | Reduce -65.3% | 0.23% | −0.61 |
| TER Teradyne Inc. | Reduce -92.1% | 0.09% | −0.57 |
| CSGS CSG Systems Intl Inc. | Reduce -99.6% | 0.00% | −0.38 |
| QLYS Qualys Inc. | Reduce -8.5% | 0.73% | −0.38 |
| DCI Donaldson Co. Inc. | Reduce -20.6% | 1.33% | −0.27 |
| PRGS Progress Software Corp. | Reduce -8.0% | 0.36% | −0.24 |
| AKAM Akamai Technologies Inc. | Sold out | 0.00% | −0.23 |
| DLB Dolby Laboratories Inc. Class A | Reduce -49.2% | 0.22% | −0.21 |
| GOOGL Alphabet Inc. Class A | Reduce -9.0% | 2.03% | −0.20 |
| ACN Accenture PLC Class A | Reduce -4.7% | 0.65% | −0.20 |
| SLGN Silgan Holdings Inc. | Reduce -40.4% | 0.29% | −0.18 |
| GPK Graphic Packaging Holding Co. | Sold out | 0.00% | −0.16 |
| FDS Factset Research Systems Inc. | Reduce -8.7% | 0.46% | −0.16 |
| ORCL Oracle Corp. | Reduce -10.1% | 0.43% | −0.15 |
| CHKP Check Point Software Tech | Reduce -16.6% | 0.34% | −0.15 |
| IDCC Interdigital Inc. | Reduce -43.8% | 0.19% | −0.14 |
| BLD Topbuild Corp. | Reduce -22.2% | 0.33% | −0.13 |
| CVCO Cavco Industries Inc. | Reduce -9.6% | 0.56% | −0.13 |
| ADP Automatic Data Processing | Reduce -2.1% | 0.68% | −0.13 |
| GOOG Alphabet Inc. Class C | Reduce -6.0% | 1.82% | −0.13 |
| V Visa Inc. Class A | Reduce -3.5% | 1.18% | −0.12 |
| APD Air Products & Chemicals Inc. | Reduce -49.1% | 0.23% | −0.12 |
| HAE Haemonetics Corp. | Reduce -13.6% | 0.23% | −0.12 |
| JPM JPMorgan Chase & Co. | Reduce -5.4% | 1.79% | −0.11 |
| MKC McCormick & Co.-Non VTG SHRS | Reduce -0.8% | 0.44% | −0.11 |
| AXP American Express Co. | Reduce -5.6% | 0.56% | −0.11 |
| CMCSA Comcast Corp. Class A | Reduce -53.3% | 0.10% | −0.11 |
| IWM iShares Russell 2000 ETF | Reduce -50.9% | 0.12% | −0.11 |
| FELE Franklin Electric Co. Inc. | Reduce -27.6% | 0.32% | −0.10 |
| AMZN Amazon.com Inc. | Reduce -16.2% | 0.40% | −0.09 |
| COO The Cooper Cos Inc. | Reduce -6.3% | 0.68% | −0.08 |
| LMT Lockheed Martin Corp. | Reduce -73.3% | 0.04% | −0.08 |
| CHE Chemed Corp. | Reduce -7.3% | 0.64% | −0.08 |
| IBP Installed Building Products | Reduce -24.9% | 0.38% | −0.07 |
| AAPL Apple Inc. | Reduce -3.9% | 3.11% | −0.07 |
| MEDP Medpace Holdings Inc. | Reduce -5.0% | 0.56% | −0.07 |
| AMPH Amphastar Pharmaceuticals Inc. | Reduce -13.1% | 0.15% | −0.07 |
| WAT Waters Corp. | Reduce -6.1% | 0.26% | −0.06 |
| MZTI The Marzetti Company | Reduce -11.8% | 0.26% | −0.06 |
| LULU Lululemon Athletica Inc. | Reduce -19.5% | 0.11% | −0.06 |
| QCOM Qualcomm Inc. | Reduce -4.2% | 0.21% | −0.06 |
| CRVL Corvel Corp. | Reduce -12.0% | 0.20% | −0.06 |
| DOX Amdocs Ltd. | Reduce -2.5% | 0.34% | −0.06 |
| CRL Charles River Laboratories | Reduce -6.4% | 0.40% | −0.05 |
| VWO Vanguard Ftse Emerging Marke | Reduce -85.0% | 0.01% | −0.05 |
| STE Steris PLC | Reduce -3.3% | 0.56% | −0.05 |
| UNH Unitedhealth Group Inc. | Reduce -1.1% | 0.34% | −0.05 |
| CBSH Commerce Bancshares Inc. | Reduce -7.2% | 0.78% | −0.04 |
| JKHY Jack Henry & Associates Inc. | Reduce -2.4% | 0.47% | −0.04 |
Portfolio Buys Q4 2025 → Q1 2026
| ON On Semiconductor | Add +524.0% | 0.53% | +0.46 |
| LFUS Littelfuse Inc. | Add +14.6% | 0.81% | +0.33 |
| BALL Ball Corp. | Add +567.8% | 0.32% | +0.28 |
| JAZZ Jazz Pharmaceuticals PLC | Add +24.1% | 0.76% | +0.25 |
| LIN Linde PLC | Add +319.7% | 0.26% | +0.21 |
| VLTO Veralto Corp. | Add +1326.1% | 0.22% | +0.21 |
| NFLX Netflix Inc. | Add +158.5% | 0.29% | +0.19 |
| ESAB Esab Corp. | New | 0.19% | +0.19 |
| WM Waste Management Inc. | Add +1343.1% | 0.19% | +0.17 |
| ETN Eaton Corp. PLC | Add +1560.3% | 0.17% | +0.16 |
| MMSI Merit Medical Systems Inc. | New | 0.16% | +0.16 |
| DIS The Walt Disney Co. | Add +2318.1% | 0.16% | +0.16 |
| EVR Evercore Inc. Class A | New | 0.15% | +0.15 |
| SFM Sprouts Farmers Market Inc. | Add +20.8% | 0.65% | +0.14 |
| NTAP Netapp Inc. | Add +29.0% | 0.53% | +0.14 |
| AAMI Acadian Asset Management Inc. | New | 0.13% | +0.13 |
| UFPT Ufp Technologies Inc. | Add +36.3% | 0.50% | +0.11 |
| LRCX Lam Research Corp. | Add +3213.8% | 0.11% | +0.11 |
| SNA Snap-on Inc. | Add +3.8% | 0.68% | +0.11 |
| MAS Masco Corp. | Add +37.7% | 0.35% | +0.11 |
| PIPR Piper Sandler Cos | New | 0.10% | +0.10 |
| GPC Genuine Parts Co. | Add +44.0% | 0.35% | +0.09 |
| GWW WW Grainger Inc. | Add +2.1% | 0.48% | +0.08 |
| LECO Lincoln Electric Holdings | Add +0.7% | 0.63% | +0.08 |
| AFG American Financial Group Inc. | Add +11.9% | 0.55% | +0.07 |
| AMGN Amgen Inc. | Add +17.6% | 0.24% | +0.07 |
| IEMG iShares Core MSCI Emerging | Add +1435.8% | 0.06% | +0.05 |
| KEYS Keysight Technologies Inc. | New | 0.05% | +0.05 |
| TMO Thermo Fisher Scientific Inc. | Add +35.9% | 0.24% | +0.05 |
| IDXX Idexx Laboratories Inc. | New | 0.05% | +0.05 |
| VSGX Vanguard ESG Intl Stock ETF | Add +15.2% | 0.23% | +0.05 |
| ALLE Allegion PLC | Add +8.1% | 0.68% | +0.05 |
| AZO AutoZone Inc. | Add +1.8% | 0.46% | +0.04 |
| HTO H2O America | New | 0.04% | +0.04 |
| USB US Bancorp | Add +69.9% | 0.07% | +0.03 |
| FTNT Fortinet Inc. | Add +0.4% | 0.26% | +0.03 |
| CWST Casella Waste Systems Inc. Class A | Add +23.5% | 0.25% | +0.02 |
| PCTY Paylocity Holding Corp. | Add +43.3% | 0.20% | +0.02 |
| PKG Packaging Corp. of America | Add +19.0% | 0.07% | +0.02 |
| TSLA Tesla Inc. | Add +183.7% | 0.03% | +0.02 |
| VEA Vanguard Ftse Developed ETF | Add +144.4% | 0.03% | +0.02 |
| EW Edwards Lifesciences Corp. | Add +6.0% | 0.19% | +0.01 |
| ABT Abbott Laboratories | Add +48.0% | 0.06% | +0.01 |
| CMI Cummins Inc. | Add +10.8% | 0.05% | +0.01 |
| DGX Quest Diagnostics Inc. | Add +5.3% | 0.05% | +0.01 |
| BIO Bio-Rad Laboratories-A | Add +4.1% | 0.21% | +0.01 |
| AMCR Amcor PLC | New | 0.01% | +0.01 |
| BKR Baker Hughes Co. | Add +1.8% | 0.03% | +0.01 |
| CME Cme Group Inc. | Add +4.9% | 0.04% | +0.01 |
| RSP Invesco S&P 500 Equal Weight | Add +81.0% | 0.01% | +0.01 |
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 |