Boston Trust Walden Corp
Institutional investor · Portfolio as of Q1 2026
Top Holdings388 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 1.5M | $378.3M | 3.1% | $95.50 | +165.29% | 29 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 969,161 | $358.8M | 2.9% | $116.22 | +247.57% | 29 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL A | 859,244 | $247.1M | 2.0% | $98.69 | +207.62% | 29 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL C | 773,188 | $221.8M | 1.8% | $95.41 | +218.17% | 29 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 739,677 | $217.6M | 1.8% | $95.53 | +214.29% | 29 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA CORP | 1.1M | $192.3M | 1.6% | $134.83 | +33.54% | 13 qtrssince 2023-Q1 | Decreased 0 |
APTARGROUP INC | 1.3M | $170.1M | 1.4% | $111.01 | +12.68% | 29 qtrssince 2019-Q1 | Decreased 0 |
DONALDSON CO INC | 1.9M | $161.3M | 1.3% | $49.47 | +87.95% | 29 qtrssince 2019-Q1 | Decreased 0 |
HUBBELL INC | 327,969 | $160.9M | 1.3% | $174.61 | +179.77% | 29 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 594,061 | $145.2M | 1.2% | $133.16 | +85.30% | 29 qtrssince 2019-Q1 | Decreased 0 |
VISA INC-CLASS A SHARES | 476,259 | $143.9M | 1.2% | $160.60 | +87.46% | 29 qtrssince 2019-Q1 | Decreased 0 |
CULLEN/FROST BANKERS INC | 967,849 | $132.7M | 1.1% | $109.90 | +27.82% | 7 qtrssince 2024-Q3 | Decreased 0 |
CINCINNATI FINANCIAL CORP | 755,847 | $118.9M | 1.0% | $106.12 | +58.82% | 29 qtrssince 2019-Q1 | Decreased 0 |
APPLIED INDUSTRIAL TECH INC | 439,436 | $116.6M | 1.0% | $73.47 | +260.03% | 29 qtrssince 2019-Q1 | Decreased 0 |
COSTCO WHOLESALE CORP | 112,809 | $112.4M | 0.9% | $219.26 | +353.07% | 29 qtrssince 2019-Q1 | Decreased 0 |
WATTS WATER TECHNOLOGIES-A | 379,024 | $110M | 0.9% | $151.09 | +112.36% | 29 qtrssince 2019-Q1 | Decreased 0 |
GLOBUS MED INC | 1.3M | $108.1M | 0.9% | $60.62 | +51.27% | 3 qtrssince 2025-Q3 | Decreased 0 |
ROSS STORES INC | 481,674 | $104.3M | 0.9% | $93.59 | +111.19% | 29 qtrssince 2019-Q1 | Decreased 0 |
EXXON MOBIL CORP | 606,423 | $102.9M | 0.8% | $64.66 | +149.69% | 29 qtrssince 2019-Q1 | Decreased 0 |
MAGNOLIA OIL & GAS CORP - A | 3.2M | $101.9M | 0.8% | $23.51 | +32.53% | 9 qtrssince 2024-Q1 | Decreased 0 |
Boston Trust Walden Corp manages $12.2B across 388 positions as of Q1 2026. Top holdings: AAPL (3.1%), MSFT (2.9%), GOOGL (2.0%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3/5.0.
Active quarter - 17 new positions, 12 exits, 78 increased. No standout high-conviction moves this quarter. Portfolio: $12.2B across 388 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
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