Eastern Bank
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 8, 2025), Eastern Bank reported 985 stock positions worth $5.1 billion. Its top holding was State Street (STT) at 5.2% of the portfolio, followed by Apple (AAPL, 5.0%) and Microsoft (MSFT, 4.9%). Compared with Q4 2024, it opened 113 new positions, sold out of 64, added to 164 and reduced 305. The biggest buy was State Street (STT, shares +6967%) and the biggest sale SS SPDR P Int C Corp. ETF (SPIB, shares −79%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0001126395
- Portfolio Value
- $5.1B (Q1 2025)
- SEC Filing
- 0001126395-25-000004 ↗ filed May 8, 2025
Holdings Value
Holdings 985 stocks · $5.1B
| STT State Street Corp. | 5.24% | 2,989,452 | $267.6M | Add +6967.4% |
| AAPL Apple Inc. | 4.99% | 1,148,191 | $255.0M | Add +0.6% |
| MSFT Microsoft Corp. | 4.86% | 661,117 | $248.2M | Reduce -3.2% |
| GVI iShares Intermediate Governm | 3.84% | 1,851,789 | $196.3M | Add +31.2% |
| NVDA Nvidia Corp. | 3.59% | 1,693,119 | $183.5M | Reduce -2.6% |
| AMZN Amazon.com Inc. | 2.66% | 714,142 | $135.9M | Reduce -3.4% |
| GOOGL Alphabet Inc. Class A | 2.47% | 815,638 | $126.1M | Reduce -5.8% |
| V Visa Inc. Class A | 2.36% | 343,625 | $120.4M | Add +2.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.31% | 211,126 | $118.1M | Add +10.1% |
| VEA Vanguard Ftse Developed ETF | 2.15% | 2,159,154 | $109.7M | Add +8.5% |
| WMT Walmart Inc. | 2.09% | 1,214,643 | $106.6M | Reduce -9.6% |
| JPM JPMorgan Chase & Co. | 2.05% | 426,521 | $104.6M | Reduce -6.2% |
| AVGO Broadcom Inc. | 2.01% | 614,103 | $102.8M | Reduce -8.4% |
| META Meta Platforms Inc. Class A | 1.82% | 161,706 | $93.2M | Add +3.1% |
| LLY Eli Lilly & Co. | 1.75% | 108,381 | $89.5M | Add +20.1% |
| XOM Exxon Mobil Corp. | 1.67% | 716,325 | $85.2M | Add +3.2% |
| IQLT iShares MSCI International Q | 1.63% | 2,099,915 | $83.3M | Add +146.9% |
| UNH Unitedhealth Group Inc. | 1.54% | 149,691 | $78.4M | Reduce -6.6% |
| ABBV Abbvie Inc. | 1.53% | 372,194 | $78.0M | Add +28.3% |
| IVV iShares Core S&P 500 ETF | 1.43% | 129,884 | $73.0M | Add +0.7% |
| NEE Nextera Energy Inc. | 1.28% | 923,543 | $65.5M | Add +0.1% |
| BRK.A Berkshire Hathaway Inc. Class A | 1.16% | 74 | $59.1M | Reduce -7.5% |
| EMXC iShares MSCI Emr MRK Ex Chna | 1.15% | 1,064,902 | $58.7M | Add +66.0% |
| AXP American Express Co. | 1.14% | 215,883 | $58.1M | Reduce -13.2% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.11% | 1,363,308 | $56.9M | Add +20.1% |
| PG The Procter & Gamble Co. | 1.05% | 315,337 | $53.7M | Reduce -1.4% |
| ETN Eaton Corp. PLC | 1.01% | 190,041 | $51.7M | Reduce -5.6% |
| ORCL Oracle Corp. | 1.00% | 364,253 | $50.9M | Add +27.2% |
| EMR Emerson Electric Co. | 0.98% | 456,730 | $50.1M | Add +19.6% |
| ECL Ecolab Inc. | 0.95% | 191,298 | $48.5M | Add +15.6% |
| PNC PNC Financial Services Group | 0.95% | 275,216 | $48.4M | Add +5.2% |
| NFLX Netflix Inc. | 0.94% | 51,557 | $48.1M | Add +162.4% |
| BLK BlackRock Inc. | 0.93% | 50,424 | $47.7M | New |
| MCD McDonald's Corp. | 0.90% | 147,096 | $45.9M | Add +43.3% |
| QUAL iShares MSCI USA Quality Fac | 0.89% | 265,739 | $45.4M | Add +10.0% |
| WM Waste Management Inc. | 0.88% | 194,368 | $45.0M | Add +16.3% |
| NOW ServiceNow Inc. | 0.85% | 54,771 | $43.6M | Add +0.9% |
| PANW Palo Alto Networks Inc. | 0.85% | 253,801 | $43.3M | Reduce -6.8% |
| AEP American Electric Power | 0.79% | 371,092 | $40.5M | Add +71.4% |
| PLD Prologis Inc. | 0.79% | 362,152 | $40.5M | Reduce -1.3% |
| ADI Analog Devices Inc. | 0.78% | 196,677 | $39.7M | Add +6.0% |
| DHR Danaher Corp. | 0.74% | 183,575 | $37.6M | Add +75.6% |
| LIN Linde PLC | 0.72% | 79,351 | $36.9M | Reduce -16.2% |
| HD Home Depot Inc. | 0.72% | 99,789 | $36.6M | Reduce -6.4% |
| PH Parker Hannifin Corp. | 0.68% | 56,707 | $34.5M | Add +18.1% |
| LOW Lowe's Cos Inc. | 0.64% | 139,786 | $32.6M | Reduce -0.3% |
| ABT Abbott Laboratories | 0.62% | 238,843 | $31.7M | Add +203.5% |
| SPGI S&P Global Inc. | 0.52% | 51,779 | $26.3M | Add +3.2% |
| ADP Automatic Data Processing | 0.50% | 83,340 | $25.5M | Add +18.6% |
| MRK Merck & Co. Inc. | 0.50% | 283,525 | $25.4M | Reduce -37.4% |
| ORLY O'reilly Automotive Inc. | 0.47% | 16,835 | $24.1M | Reduce -2.0% |
| VIGI Vanguard Int Div App Indx FD | 0.44% | 273,958 | $22.7M | Reduce -52.7% |
| PEP Pepsico Inc. | 0.43% | 147,120 | $22.1M | Reduce -3.2% |
| CBT Cabot Corp. | 0.42% | 259,143 | $21.5M | Reduce -1.2% |
| EBC Eastern Bankshares Inc. | 0.42% | 1,302,653 | $21.4M | Reduce -6.7% |
| BSX Boston Scientific Corp. | 0.41% | 209,193 | $21.1M | Reduce -31.4% |
| COST Costco Wholesale Corp. | 0.41% | 22,201 | $21.0M | Reduce -1.6% |
| CVX Chevron Corp. | 0.40% | 121,650 | $20.4M | Reduce -50.6% |
| APD Air Products & Chemicals Inc. | 0.40% | 68,896 | $20.3M | Reduce -6.7% |
| HIG Hartford Insurance Group Inc. | 0.40% | 163,605 | $20.2M | Reduce -21.4% |
| ESGD iShares Trust iShares ESG Aw | 0.39% | 245,284 | $20.0M | Add +43.1% |
| ICE Intercontinental Exchange Inc. | 0.38% | 111,353 | $19.2M | Add +24.3% |
| TSLA Tesla Inc. | 0.37% | 73,703 | $19.1M | Add +3.9% |
| KLAC KLA Corp. | 0.36% | 26,988 | $18.3M | Add +1.7% |
| COP Conocophillips | 0.36% | 173,559 | $18.2M | Reduce -7.2% |
| EQIX Equinix Inc. | 0.35% | 22,120 | $18.0M | Add +31.2% |
| AMT American Tower Corp. | 0.35% | 82,108 | $17.9M | Reduce -18.2% |
| MDLZ Mondelez International Inc. Class A | 0.35% | 263,092 | $17.9M | Add +1.3% |
| CRM Salesforce Inc. | 0.33% | 62,387 | $16.7M | Reduce -5.2% |
| AMAT Applied Materials Inc. | 0.32% | 113,929 | $16.5M | Reduce -5.6% |
| SYY Sysco Corp. | 0.32% | 214,694 | $16.1M | Reduce -0.7% |
| HON Honeywell International Inc. | 0.30% | 73,210 | $15.5M | Reduce -65.5% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.30% | 127,237 | $15.5M | Add +15.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.30% | 28,393 | $15.1M | Reduce -2.9% |
| VLTO Veralto Corp. | 0.29% | 152,718 | $14.9M | Add +91.3% |
| AMD Advanced Micro Devices | 0.29% | 142,614 | $14.7M | Reduce -31.7% |
| PHM Pultegroup Inc. | 0.28% | 137,720 | $14.2M | Reduce -3.5% |
| VRSK Verisk Analytics Inc. | 0.28% | 47,484 | $14.1M | Reduce -8.3% |
| MAR Marriott International Class A | 0.27% | 58,292 | $13.9M | Reduce -2.0% |
| EMN Eastman Chemical Co. | 0.27% | 154,893 | $13.6M | Reduce -4.4% |
| SPIB SS SPDR P Int C Corp. ETF | 0.26% | 399,361 | $13.3M | Reduce -79.2% |
| XJH Ishare ESG SS S&P Midcap ETF | 0.25% | 326,716 | $12.8M | Reduce -13.4% |
| GTLS Chart Industries Inc. | 0.25% | 88,147 | $12.7M | Add +58.6% |
| NULV Nuveen ESG Large-Cap Val ETF | 0.24% | 306,033 | $12.4M | Add +120.9% |
| TCAF T Rowe PRC Cap Appreciation | 0.24% | 380,732 | $12.3M | Add +67.3% |
| KO The Coca-Cola Co. | 0.24% | 169,514 | $12.1M | Add +1.1% |
| J Jacobs Solutions Inc. | 0.24% | 99,494 | $12.0M | Reduce -2.0% |
| GOOG Alphabet Inc. Class C | 0.23% | 75,298 | $11.8M | Reduce -6.7% |
| VZ Verizon Communications Inc. | 0.23% | 259,199 | $11.8M | Add +6.1% |
| ANET Arista Networks Inc. | 0.23% | 148,812 | $11.5M | New |
| JNJ Johnson & Johnson | 0.22% | 69,127 | $11.5M | Reduce -16.7% |
| IQV Iqvia Holdings Inc. | 0.20% | 58,795 | $10.4M | Reduce -0.4% |
| ACN Accenture PLC Class A | 0.20% | 32,877 | $10.3M | Reduce -18.9% |
| ATO Atmos Energy Corp. | 0.17% | 55,978 | $8.7M | Add +23.8% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.17% | 161,251 | $8.4M | Reduce -82.3% |
| USB US Bancorp | 0.16% | 195,373 | $8.2M | Reduce -2.7% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.16% | 32,445 | $8.1M | Add +2.9% |
| IJH iShares Core S&P Midcap ETF | 0.16% | 136,875 | $8.0M | Reduce -12.8% |
| UNP Union Pacific Corp. | 0.16% | 33,671 | $8.0M | Reduce -4.8% |
| MA Mastercard Inc. Class A | 0.14% | 13,375 | $7.3M | Reduce -11.5% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $10K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | 347 | $10K | No change |
Lines left out (1) · $3 — a value with no share or principal amount
| Security | Class | Shares | Value |
|---|---|---|---|
| CHI Calamos Convert Opport & Inc. | SH BEN INT | 0 | $3 |
Filed with a value but no share or principal amount (a cash line, a holding rounded to 0 shares), so they are kept out of the holdings, totals and percentages.
Total filed on the 13F, all lines: $5.1B.
Portfolio Sells Q4 2024 → Q1 2025
| SPIB SS SPDR P Int C Corp. ETF | Reduce -79.2% | 0.26% | −0.91 |
| AVGO Broadcom Inc. | Reduce -8.4% | 2.01% | −0.87 |
| XMHQ Invesco S&P Midcap Qual ETF | Reduce -89.3% | 0.10% | −0.85 |
| NOBL Proshares S&P 500 Dividend A | Reduce -94.6% | 0.05% | −0.82 |
| IEF iShares 7-10 Year Treasury B | Reduce -87.4% | 0.12% | −0.77 |
| NVDA Nvidia Corp. | Reduce -2.6% | 3.59% | −0.75 |
| IGSB iShares 1-5Y Inv Grade Corp. | Reduce -82.3% | 0.17% | −0.71 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -92.1% | 0.07% | −0.70 |
| HON Honeywell International Inc. | Reduce -65.5% | 0.30% | −0.59 |
| GOOGL Alphabet Inc. Class A | Reduce -5.8% | 2.47% | −0.58 |
| BSCS Invesco Bulletshares 2028 CB | Reduce -92.2% | 0.05% | −0.52 |
| MSFT Microsoft Corp. | Reduce -3.2% | 4.86% | −0.49 |
| BSCP Invesco Bulletshares 2025 CB | Reduce -92.3% | 0.04% | −0.49 |
| BSCW Invesco Bulletshares 2032 CB | Reduce -91.5% | 0.05% | −0.48 |
| DFLV Dim US Large Cap Value ETF | Reduce -89.3% | 0.06% | −0.45 |
| VIGI Vanguard Int Div App Indx FD | Reduce -52.7% | 0.44% | −0.42 |
| AMZN Amazon.com Inc. | Reduce -3.4% | 2.66% | −0.35 |
| MRK Merck & Co. Inc. | Reduce -37.4% | 0.50% | −0.34 |
| ZTS Zoetis Inc. | Reduce -76.8% | 0.11% | −0.32 |
| TLH iShares 10-20 Year Treasury | Reduce -91.8% | 0.03% | −0.27 |
| CVX Chevron Corp. | Reduce -50.6% | 0.40% | −0.26 |
| ADBE Adobe Inc. | Reduce -84.7% | 0.04% | −0.26 |
| AXP American Express Co. | Reduce -13.2% | 1.14% | −0.23 |
| CWI State Street SPDR MSCI Acwi | Reduce -81.3% | 0.06% | −0.23 |
| ETN Eaton Corp. PLC | Reduce -5.6% | 1.01% | −0.23 |
| DGS Wisdomtree Em Small Cap | Reduce -87.8% | 0.03% | −0.22 |
| XCEM Columbia Em Core Ex-China | Reduce -86.9% | 0.04% | −0.22 |
| TMO Thermo Fisher Scientific Inc. | Reduce -71.9% | 0.09% | −0.22 |
| UBER Uber Technologies Inc. | Reduce -89.8% | 0.03% | −0.20 |
| AMD Advanced Micro Devices | Reduce -31.7% | 0.29% | −0.18 |
| WMT Walmart Inc. | Reduce -9.6% | 2.09% | −0.17 |
| XLK SS Technology Select Sector | Reduce -79.2% | 0.04% | −0.16 |
| NVS Novartis AG-Sponsored ADR | Reduce -87.7% | 0.02% | −0.14 |
| A Agilent Technologies Inc. | Reduce -43.8% | 0.14% | −0.13 |
| SUSB iShares ESG Aware 1-5 Year U | Reduce -66.6% | 0.06% | −0.10 |
| DGRO iShares Core Dividend Growth | Reduce -76.2% | 0.03% | −0.10 |
| BSX Boston Scientific Corp. | Reduce -31.4% | 0.41% | −0.09 |
| DCI Donaldson Co. Inc. | Reduce -83.3% | 0.02% | −0.09 |
| CRM Salesforce Inc. | Reduce -5.2% | 0.33% | −0.08 |
| XLC SS Comm Select Sector SPDR | Reduce -89.7% | 0.01% | −0.08 |
| PANW Palo Alto Networks Inc. | Reduce -6.8% | 0.85% | −0.07 |
| BSCT Invesco Bulletshares 2029 CB | Reduce -69.7% | 0.03% | −0.07 |
| BSCR Invesco Bulletshares 2027 CB | Reduce -69.5% | 0.03% | −0.07 |
| ACN Accenture PLC Class A | Reduce -18.9% | 0.20% | −0.06 |
| BSCU Invesco Bulletshares 2030 CB | Reduce -64.4% | 0.04% | −0.06 |
| DLR Digital Realty Trust Inc. | Reduce -79.8% | 0.01% | −0.06 |
| BSCQ Invesco Bulletshares 2026 CB | Reduce -70.4% | 0.03% | −0.06 |
| GOOG Alphabet Inc. Class C | Reduce -6.7% | 0.23% | −0.06 |
| HD Home Depot Inc. | Reduce -6.4% | 0.72% | −0.05 |
| BSCV Invesco Bulletshares 2031 CB | Reduce -62.3% | 0.04% | −0.05 |
Portfolio Buys Q4 2024 → Q1 2025
| STT State Street Corp. | Add +6967.4% | 5.24% | +5.16 |
| GVI iShares Intermediate Governm | Add +31.2% | 3.84% | +1.11 |
| IQLT iShares MSCI International Q | Add +146.9% | 1.63% | +1.05 |
| BLK BlackRock Inc. | New | 0.93% | +0.93 |
| NFLX Netflix Inc. | Add +162.4% | 0.94% | +0.62 |
| ABBV Abbvie Inc. | Add +28.3% | 1.53% | +0.57 |
| EMXC iShares MSCI Emr MRK Ex Chna | Add +66.0% | 1.15% | +0.49 |
| LLY Eli Lilly & Co. | Add +20.1% | 1.75% | +0.46 |
| ABT Abbott Laboratories | Add +203.5% | 0.62% | +0.46 |
| AEP American Electric Power | Add +71.4% | 0.79% | +0.42 |
| V Visa Inc. Class A | Add +2.9% | 2.36% | +0.40 |
| VEA Vanguard Ftse Developed ETF | Add +8.5% | 2.15% | +0.38 |
| MCD McDonald's Corp. | Add +43.3% | 0.90% | +0.35 |
| DHR Danaher Corp. | Add +75.6% | 0.74% | +0.29 |
| XOM Exxon Mobil Corp. | Add +3.2% | 1.67% | +0.28 |
| WM Waste Management Inc. | Add +16.3% | 0.88% | +0.25 |
| ECL Ecolab Inc. | Add +15.6% | 0.95% | +0.23 |
| ANET Arista Networks Inc. | New | 0.23% | +0.23 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +10.1% | 2.31% | +0.22 |
| BAC Bank of America Corp. | Add +20.1% | 1.11% | +0.19 |
| ESGD iShares Trust iShares ESG Aw | Add +43.1% | 0.39% | +0.15 |
| NULV Nuveen ESG Large-Cap Val ETF | Add +120.9% | 0.24% | +0.14 |
| VLTO Veralto Corp. | Add +91.3% | 0.29% | +0.14 |
| ICE Intercontinental Exchange Inc. | Add +24.3% | 0.38% | +0.13 |
| PHLT Performant Healthcare Inc. | New | 0.13% | +0.13 |
| META Meta Platforms Inc. Class A | Add +3.1% | 1.82% | +0.12 |
| ADP Automatic Data Processing | Add +18.6% | 0.50% | +0.12 |
| ORCL Oracle Corp. | Add +27.2% | 1.00% | +0.11 |
| PH Parker Hannifin Corp. | Add +18.1% | 0.68% | +0.11 |
| EMR Emerson Electric Co. | Add +19.6% | 0.98% | +0.10 |
| TCAF T Rowe PRC Cap Appreciation | Add +67.3% | 0.24% | +0.10 |
| QUAL iShares MSCI USA Quality Fac | Add +10.0% | 0.89% | +0.09 |
| MDLZ Mondelez International Inc. Class A | Add +1.3% | 0.35% | +0.06 |
| EQIX Equinix Inc. | Add +31.2% | 0.35% | +0.06 |
| TJX TJX Companies Inc. | Add +15.4% | 0.30% | +0.06 |
| ACWX iShares MSCI Acwi Ex US ETF | Add +595.4% | 0.06% | +0.06 |
| ATO Atmos Energy Corp. | Add +23.8% | 0.17% | +0.05 |
| NEE Nextera Energy Inc. | Add +0.1% | 1.28% | +0.05 |
| GTLS Chart Industries Inc. | Add +58.6% | 0.25% | +0.05 |
| SPGI S&P Global Inc. | Add +3.2% | 0.52% | +0.05 |
| VZ Verizon Communications Inc. | Add +6.1% | 0.23% | +0.05 |
| KLAC KLA Corp. | Add +1.7% | 0.36% | +0.05 |
| KMI Kinder Morgan Inc. | Add +93.4% | 0.09% | +0.05 |
| ADI Analog Devices Inc. | Add +6.0% | 0.78% | +0.04 |
| KO The Coca-Cola Co. | Add +1.1% | 0.24% | +0.04 |
| FLS Flowserve Corp. | New | 0.04% | +0.04 |
| FLCV Fed Hermes Large Cap Value | New | 0.04% | +0.04 |
| IWM iShares Russell 2000 ETF | Add +154.4% | 0.05% | +0.03 |
| IBM Intl Business Machines Corp. | Add +2.9% | 0.16% | +0.03 |
| IVV iShares Core S&P 500 ETF | Add +0.7% | 1.43% | +0.02 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 1,035 | $6.5B | AAPL, NVDA, GOOGL, MSFT, AVGO |
| Q1 2026 | 1,068 | $5.8B | GVI, AAPL, NVDA, MSFT, GOOGL |
| Q4 2025 | 1,165 | $5.8B | MSFT, AAPL, NVDA, GVI, GOOGL |
| Q3 2025 | 1,008 | $5.6B | MSFT, NVDA, AAPL, GVI, AVGO |
| Q2 2025 | 927 | $5.3B | MSFT, NVDA, GVI, AAPL, AVGO |
| Q1 2025 | 985 | $5.1B | STT, AAPL, MSFT, GVI, NVDA |
| Q4 2024 | 936 | $5.4B | MSFT, AAPL, NVDA, GOOGL, AMZN |
| Q3 2024 | 917 | $5.6B | MSFT, AAPL, NVDA, GOOGL, AMZN |
| Q2 2024 | 195 | $2.5B | MSFT, NVDA, SPY, AAPL, GOOGL |
| Q1 2024 | 202 | $2.4B | MSFT, SPY, NVDA, AAPL, SPIB |