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Latest Boston Trust Walden Corp Stock Portfolio

$12.16Billion– No. of Holdings #388

Boston Trust Walden Corp Performance:
2026 Q1: -2.87%YTD: -2.87%2025: 3.6%
Performance for 2026 Q1 is -2.87%, and YTD is -2.87%, and 2025 is 3.6%.

About Boston Trust Walden Corp and 13F Hedge Fund Stock Holdings

On 2026-04-24, the fund reported it's updated stock portfolio. In the 13F Holdings report, Boston Trust Walden Corp reported an equity portfolio of $12.2 Billions as of 31 Mar, 2026.

The top stock holdings of Boston Trust Walden Corp are AAPL, MSFT, GOOG. The fund has invested 3.1% of it's portfolio in APPLE INC and 3% of portfolio in MICROSOFT CORP.

The fund managers got completely rid off AKAMAI TECHNOLOGIES INC (AKAM), GRAPHIC PACKAGING HLDG CO (GPK) and OTIS WORLDWIDE CORP (OTIS) stocks. They significantly reduced their stock positions in CSG SYSTEMS INTL INC (CSGS), TERADYNE INC (TER) and VANGUARD FTSE EMERGING MARKETS (VEU). Boston Trust Walden Corp opened new stock positions in ESAB CORPORATION (ESAB), MERIT MEDICAL SYSTEMS INC (MMSI) and EVERCORE PARTNERS INC-CL A (EVR). The fund showed a lot of confidence in some stocks as they added substantially to LAM RESEARCH CORPORATION (LRCX), DISNEY (WALT) CO (DIS) and EATON CORPORATION (ETN).
Boston Trust Walden Corp Equity Portfolio Value
Last Reported on: 24 Apr, 2026

Boston Trust Walden Corp Annual Return Estimates Vs S&P 500

Our best estimate is that Boston Trust Walden Corp made a return of -2.87% in the last quarter. In trailing 12 months, it's portfolio return was 3.76%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
esab corporation23,160,400
merit medical systems inc19,108,000
evercore partners inc-cl a18,303,400
acadian asset management inc15,324,900
piper sandler companies12,677,400
keysight technologies in6,275,390
idexx labs inc5,981,320
h2o america4,853,300
New stocks bought by Boston Trust Walden Corp

Additions

Ticker% Inc.
lam research corporation3,213
disney (walt) co2,318
eaton corporation1,560
ishare core msci emerging mark1,435
waste mgmt inc1,343
veralto corp1,326
ball corp567
on semiconductor corporation524
Additions to existing portfolio by Boston Trust Walden Corp

Reductions

Ticker% Reduced
csg systems intl inc-99.58
teradyne inc-92.09
vanguard ftse emerging markets-85.04
vanguard extended market etf-83.74
lockheed martin corp-73.35
exlservice holdings inc-65.33
cvs health corporation-54.15
carrier global corporation-54.07
Boston Trust Walden Corp reduced stake in above stock

Sold off

Ticker$ Sold
graphic packaging hldg co-21,799,000
akamai technologies inc-30,446,400
vanguard scottsdale fds short -230,868
otis worldwide corp-323,020
comerica inc-243,404
solventum corp-219,812
american international group-213,875
novartis ag-288,976
Boston Trust Walden Corp got rid off the above stocks

Sector Distribution

Boston Trust Walden Corp has about 19.8% of it's holdings in Technology sector.

  • Technology
  • Industrials
  • Healthcare
  • Financial Services
  • Consumer Cyclical
  • Consumer Defensive
  • Communication Services
  • Others
  • Energy
  • Utilities
  • Real Estate
  • Basic Materials
Sector%
Technology19.8
Industrials16.7
Healthcare13.8
Financial Services13.6
Consumer Cyclical8.4
Consumer Defensive5.8
Communication Services5.6
Others4.4
Energy4
Utilities3.8
Real Estate2.9
Basic Materials1.3

Market Cap. Distribution

Boston Trust Walden Corp has about 68.3% of it's portfolio invested in the large-cap and mega-cap stocks.

  • LARGE-CAP
  • MEGA-CAP
  • MID-CAP
  • UNALLOCATED
  • SMALL-CAP
Category%
LARGE-CAP43.4
MEGA-CAP24.9
MID-CAP24.4
UNALLOCATED4.4
SMALL-CAP2.9

Stocks belong to which Index?

About 73% of the stocks held by Boston Trust Walden Corp either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
  • RUSSELL 2000
Index%
S&P 50055.9
Others27
RUSSELL 200017.1
Top 5 Winners (%)%
MTDR
matador resources co
47.3 %
FIX
comfort systems usa inc
47.1 %
OII
oceaneering intl inc
47.0 %
POWI
power integrations inc
41.7 %
PSX
phillips 66
41.2 %
Top 5 Winners ($)$
MGY
magnolia oil & gas corp
35.8 M
XOM
exxon mobil corporation
31.2 M
AMAT
applied materials, inc.
29.1 M
TER
teradyne inc
25.1 M
JNJ
johnson & johnson
23.7 M
Top 5 Losers (%)%
PRGS
progress software corp
-38.7 %
CVLT
commvault systems inc
-36.8 %
BSX
boston scientific corporation
-34.2 %
INTU
intuit inc
-34.0 %
JEF
jefferies finl group inc
-33.4 %
Top 5 Losers ($)$
MSFT
microsoft corp
-111.7 M
QLYS
qualys inc
-47.6 M
PRGS
progress software corp
-31.1 M
ACN
accenture plc-cl a
-28.8 M
AAPL
apple inc
-27.5 M

Boston Trust Walden Corp Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Boston Trust Walden Corp

Boston Trust Walden Corp has 388 stocks in it's portfolio. About 18.5% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. MGY was the most profitable stock for Boston Trust Walden Corp last quarter.

Last Reported on: 24 Apr, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions