Q2 2026 13F · SEC CIK 1534866

Boston Trust Walden Corp

Mutual fund managerFiled 2026-07-24 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $13.1B
Reported positions: 396
Top holdings a year, 3 yrs: +12.3%
Assets under management: $4.6B

Boston Trust Walden Corp is a mutual fund manager that reported 396 positions worth $13.1B in its Q2 2026 13F, filed 2026-07-24. Its largest holdings were Apple Inc (AAPL, 3.2%), Microsoft Corp (MSFT, 2.7%), Alphabet Inc (GOOGL, 2.2%). A portfolio copying its top holdings returned 12.3% a year over the last 3 years, against 20.4% for the S&P 500.

Boston Trust Walden Corp holdings largest 50 of 396 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Boston Trust Walden Corp 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
AAPLApple Inc	3.2%	3.1%	1,452,559	-2.5%	$420.3M
MSFTMicrosoft Corp	2.7%	3.0%	961,305	-0.8%	$358.6M
GOOGLAlphabet Inc	2.2%	2.0%	812,426	-5.4%	$290.3M
GOOGAlphabet Inc	2.0%	1.8%	742,061	-4.0%	$262.2M
NVDANvidia Corporation	1.9%	1.6%	1,262,697	+14.5%	$252.7M
JPMJpmorgan Chase & Co	1.8%	1.8%	726,541	-1.8%	$237.8M
AMATApplied Matls Inc	1.3%	0.8%	231,137	-18.8%	$167.1M
DCIDonaldson Inc	1.3%	1.3%	1,846,607	-2.8%	$165.8M
HUBBHubbell Inc	1.3%	1.3%	316,270	-3.6%	$165.5M
ATRAptargroup Inc	1.2%	1.4%	1,303,726	-3.4%	$163.2M
VVisa Inc	1.2%	1.2%	466,632	-2.0%	$160.1M
JNJJohnson & Johnson	1.1%	1.2%	580,833	-2.2%	$147.5M
AITApplied Indl Technologies in	1.1%	1.0%	427,345	-2.8%	$144.5M
WTSWatts Water Technologies Inc	1.1%	0.9%	368,967	-2.7%	$144.4M
CINFCincinnati Finl Corporation	1.0%	1.0%	737,311	-2.5%	$136.5M
LFUSLittelfuse Inc	1.0%	0.8%	298,327	+2.4%	$135.8M
QLYSQualys Inc	1.0%	0.7%	984,889	-2.5%	$135.4M
CSCOCisco Sys Inc	1.0%	0.8%	1,147,532	-9.7%	$134.8M
GMEDGlobus Med Inc	0.9%	0.9%	1,573,361	+25.4%	$124.3M
CBSHCommerce Bancshares Inc	0.9%	0.8%	2,114,015	+9.3%	$122.1M
CFRCullen Frost Bankers Inc	0.9%	1.1%	732,331	-24.3%	$113.2M
KLACKla Corp	0.8%	—	370,140	—	$111.7M
BMIBadger Meter Inc	0.8%	0.7%	728,961	+37.5%	$108.2M
MTDMettler Toledo International	0.8%	—	84,386	—	$107.8M
JAZZJazz Pharmaceuticals PLC	0.8%	0.8%	443,123	-9.3%	$106.8M
COSTCostco Wholesale Corporation	0.8%	0.9%	110,811	-1.8%	$103.7M
AYIAcuity Inc	0.8%	—	270,642	—	$101.9M
CBChubb Limited	0.8%	0.8%	298,391	-2.3%	$101.7M
IBOCInternational Bancshares Corp	0.8%	—	1,306,605	—	$99.2M
CHHChoice Hotels Intl Inc	0.8%	0.8%	898,930	-3.4%	$99.1M
CVCOCavco Inds Inc Del	0.7%	—	155,713	—	$95.7M
NTAPNetapp Inc	0.7%	—	615,074	—	$95.2M
WTRGEssential Utils Inc Com	0.7%	0.8%	2,463,461	-0.7%	$94.4M
DEDeere & Co	0.7%	0.7%	148,568	-4.4%	$94.2M
CHEChemed Corp New	0.7%	0.6%	201,275	-1.9%	$93.7M
STAGStag Industrial Inc	0.7%	0.8%	2,440,479	-4.3%	$92.9M
SYKStryker Corporation	0.7%	0.8%	293,589	+4.9%	$92.4M
SFMSprouts Fmrs Mkt Inc	0.7%	0.7%	1,085,030	+5.8%	$91.8M
ROSTRoss Stores Inc	0.7%	0.9%	426,717	-11.4%	$90.8M
ATENA10 Networks Inc	0.7%	—	2,416,808	—	$90.3M
ADPAutomatic Data Processing in	0.7%	0.7%	401,279	-1.9%	$89.9M
SNASnap on Inc	0.7%	0.7%	222,681	-1.5%	$89.6M
UFPTUFP Technologies Inc	0.7%	—	336,278	—	$89.2M
IEXIdex Corp	0.7%	0.7%	390,195	-13.8%	$88.6M
NDSNNordson Corp	0.7%	0.7%	293,381	-2.8%	$88.5M
SEICSei Invts Co	0.7%	0.7%	991,300	-4.7%	$86.9M
HALOHalozyme Therapeutics Inc	0.6%	—	1,083,062	—	$84.8M
MEDPMedpace Hldgs Inc	0.6%	—	155,517	—	$82.4M
UNPUnion Pac Corp	0.6%	0.6%	298,657	-3.6%	$81.2M
JLLJones Lang LaSalle Inc	0.6%	0.7%	261,620	-2.6%	$81.1M

What Boston Trust Walden Corp bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

BMI Badger Meter Inc+37.5% shares
GMED Globus Med Inc+25.4% shares
NVDA Nvidia Corporation+14.5% shares
CBSH Commerce Bancshares Inc+9.3% shares
SFM Sprouts Fmrs Mkt Inc+5.8% shares

Reduced

CFR Cullen Frost Bankers Inc-24.3% shares
AMAT Applied Matls Inc-18.8% shares
IEX Idex Corp-13.8% shares
ROST Ross Stores Inc-11.4% shares
CSCO Cisco Sys Inc-9.7% shares
JAZZ Jazz Pharmaceuticals PLC-9.3% shares
GOOGL Alphabet Inc-5.4% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +15.7% /yr; S&P 500 +20.1%
3 years: +12.3% /yr; S&P 500 +20.4%
5 years: +7.0% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$13.1B	396
Q1 2026	$12.2B	388
Q4 2025	$13.2B	383
Q3 2025	$13.6B	391
Q2 2025	$14.0B	374
Q1 2025	$13.7B	372
Q4 2024	$14.3B	379
Q3 2024	$14.4B	382
Q2 2024	$13.5B	378
Q1 2024	$14.0B	372
Q4 2023	$13.3B	372
Q3 2023	$11.9B	360

Questions about Boston Trust Walden Corp's portfolio

What stocks does Boston Trust Walden Corp own?

Boston Trust Walden Corp's latest 13F, for Q2 2026 and filed Jul 24, 2026, lists 396 positions worth $13.1B. The largest are Apple Inc (AAPL) at 3.2%, Microsoft Corp (MSFT) at 2.7%, Alphabet Inc (GOOGL) at 2.2%, Alphabet Inc (GOOG) at 2.0% and Nvidia Corporation (NVDA) at 1.9%.

What did Boston Trust Walden Corp buy last quarter?

In Q2 2026, Boston Trust Walden Corp added Badger Meter Inc (BMI) (+37.5% shares), Globus Med Inc (GMED) (+25.4% shares) and Nvidia Corporation (NVDA) (+14.5% shares), compared with its Q1 2026 filing.

What did Boston Trust Walden Corp sell last quarter?

In Q2 2026, Boston Trust Walden Corp cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Magnolia Oil & Gas Corp (MGY), cut from its top 50 One Gas Inc (OGS), cut from its top 50 Bjs Whsl Club Hldgs Inc Com (BJ), cut from its top 50 Cooper Cos Inc (COO), Cullen Frost Bankers Inc (CFR) (-24.3% shares), Applied Matls Inc (AMAT) (-18.8% shares) and Idex Corp (IEX) (-13.8% shares), compared with its Q1 2026 filing.

How has Boston Trust Walden Corp's portfolio performed?

A portfolio copying Boston Trust Walden Corp's 20 largest 13F holdings each quarter, from the day each filing was public, returned +12.3% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +15.7% against +20.1%. Over 5 years: +7.0% a year against +11.6%.

When is Boston Trust Walden Corp's next 13F filing due?

13F filings are due 45 days after each quarter ends. Boston Trust Walden Corp's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Boston Trust Walden Corp manage?

Boston Trust Walden Corp reported $4.6B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $13.1B.