Boston Trust Walden Corp
Institutional investor · Portfolio as of Q2 2026
Top Holdings396 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 1.5M | $420.3M | 3.2% | $95.50 | +234.78% | 30 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 961,305 | $358.6M | 2.7% | $115.51 | +344.57% | 30 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC | 812,426 | $290.3M | 2.2% | $98.69 | +251.20% | 30 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC | 742,061 | $262.2M | 2.0% | $95.41 | +259.38% | 30 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA CORPORATION | 1.3M | $252.7M | 1.9% | $143.11 | +52.01% | 14 qtrssince 2023-Q1 | Increased 55 |
JPMORGAN CHASE & CO | 726,541 | $237.8M | 1.8% | $95.53 | +274.34% | 30 qtrssince 2019-Q1 | Decreased 0 |
APPLIED MATLS INC | 231,137 | $167.1M | 1.3% | $161.45 | +185.94% | 19 qtrssince 2021-Q4 | Decreased 0 |
DONALDSON INC | 1.8M | $165.8M | 1.3% | $48.85 | +88.12% | 30 qtrssince 2019-Q1 | Decreased 0 |
HUBBELL INC | 316,270 | $165.5M | 1.3% | $174.61 | +163.25% | 30 qtrssince 2019-Q1 | Decreased 0 |
APTARGROUP INC | 1.3M | $163.2M | 1.2% | $111.01 | +19.80% | 30 qtrssince 2019-Q1 | Decreased 0 |
VISA INC | 466,632 | $160.1M | 1.2% | $160.60 | +137.62% | 30 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 580,833 | $147.5M | 1.1% | $130.90 | +104.77% | 30 qtrssince 2019-Q1 | Decreased 0 |
APPLIED INDL TECHNOLOGIES IN | 427,345 | $144.5M | 1.1% | $73.47 | +338.58% | 30 qtrssince 2019-Q1 | Decreased 0 |
WATTS WATER TECHNOLOGIES INC | 368,967 | $144.4M | 1.1% | $151.09 | +142.46% | 30 qtrssince 2019-Q1 | Decreased 0 |
CINCINNATI FINL CORP | 737,311 | $136.5M | 1.0% | $105.05 | +63.70% | 30 qtrssince 2019-Q1 | Decreased 0 |
LITTELFUSE INC | 298,327 | $135.8M | 1.0% | $252.36 | +60.65% | 18 qtrssince 2022-Q1 | Increased 49 |
QUALYS INC | 984,889 | $135.4M | 1.0% | $129.76 | +44.15% | 22 qtrssince 2021-Q1 | Decreased 0 |
CISCO SYS INC | 1.1M | $134.8M | 1.0% | $43.67 | +151.72% | 30 qtrssince 2019-Q1 | Decreased 0 |
GLOBUS MED INC | 1.6M | $124.3M | 0.9% | $64.34 | +28.95% | 4 qtrssince 2025-Q3 | Increased 52 |
COMMERCE BANCSHARES INC | 2.1M | $122.1M | 0.9% | $49.92 | +16.27% | 30 qtrssince 2019-Q1 | Increased 46 |
Boston Trust Walden Corp manages $13.1B across 396 positions as of Q2 2026. Top holdings: AAPL (3.2%), MSFT (2.7%), GOOGL (2.2%). Fund DNA: Steady Compounder. HoldingsIntel Score: 2/5.0.
Active quarter - 18 new positions, 10 exits, 88 increased. Top move: NVDA (INCREASED, conviction 55). Portfolio: $13.1B across 396 positions.
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Position Outcomes
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR