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Latest Boston Trust Walden Corp Stock Portfolio

$13.13Billion | No. of Holdings #396

Boston Trust Walden Corp Performance

2026 Q2+11.11%
YTD+7.92%
2025+3.60%

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

On 2026-07-24, the fund reported it's updated stock portfolio. In the 13F Holdings report, Boston Trust Walden Corp reported an equity portfolio of $13.1 Billions as of 30 Jun, 2026. <br><br> The top stock holdings of Boston Trust Walden Corp are AAPL, MSFT, GOOG. The fund has invested 3.2% of it's portfolio in APPLE INC and 2.7% of portfolio in MICROSOFT CORP. <br><br> The fund managers got completely rid off EXXON MOBIL CORPORATION (XOM), PROGRESS SOFTWARE CORP (PRGS) and AMPHASTAR PHARMACEUTICALS INC (AMPH) stocks. They significantly reduced their stock positions in INTERDIGITAL INC (IDCC), CHECK POINT SOFTWARE TECH LTOR (CHKP) and AMDOCS LTD ORD (DOX). Boston Trust Walden Corp opened new stock positions in LENNOX INTL INC (LII), BALCHEM CORP (BCPC) and WEST PHARMACEUTICAL SERVICES (WST). The fund showed a lot of confidence in some stocks as they added substantially to AMPHENOL CORP-CL A (APH), VANGUARD INFO TECH ETF (VAW) and VANGUARD GROWTH ETF (VB).
Boston Trust Walden Corp Equity Portfolio Value
Last Reported on: 24 Jul, 2026
$13.13Billion
  as of Jul 24, 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 11.11% in the last quarter. In trailing 12 months, it's portfolio return was 12.35%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
lennox intl inc42,795,900
balchem corp32,334,200
west pharmaceutical services29,161,900
nxp semiconductors nv15,644,700
honeywell international inc.1,479,420
honeywell aerospace inc1,460,790
kkr & co inc547,101
corning inc370,373
New stocks bought by Boston Trust Walden Corp

Additions

Ticker% Inc.
amphenol corp-cl a1,777
vanguard info tech etf700
vanguard growth etf500
ishares russell 1000 growth fd355
broadcom ltd338
vanguard mid-cap etf324
brookfield corp cl a200
piper sandler companies163
Additions to existing portfolio by Boston Trust Walden Corp

Reductions

Ticker% Reduced
interdigital inc-98.12
check point software tech ltor-97.00
amdocs ltd ord-91.5
mccormick &amp; co inc-85.8
comcast corp new cl a-77.31
cooper cos inc/the-74.41
intuit inc-63.29
ishares dj russell 2000 tr etf-62.92
Boston Trust Walden Corp reduced stake in above stock

Sold off

Ticker$ Sold
progress software corp-44,126,300
amphastar pharmaceuticals inc-18,508,400
exxon mobil corporation-102,886,000
lululemon athletica inc-13,524,100
honeywell international inc.-3,235,620
fiserv, inc.-225,153
vanguard extended market etf-730,178
csg systems intl inc-225,431
Boston Trust Walden Corp got rid off the above stocks

Sector Distribution

Boston Trust Walden Corp has about 22.5% of it's holdings in Technology sector.

  • Technology
  • Industrials
  • Healthcare
  • Financial Services
  • Consumer Cyclical
  • Communication Services
  • Consumer Defensive
  • Others
  • Utilities
  • Real Estate
  • Energy
  • Basic Materials
Sector%
Technology22.5
Industrials17.2
Healthcare14.3
Financial Services14
Consumer Cyclical8.1
Communication Services5.5
Consumer Defensive4.6
Others3.8
Utilities3.3
Real Estate2.8
Energy2.4
Basic Materials1.6

Market Cap. Distribution

Boston Trust Walden Corp has about 67.7% of it's portfolio invested in the large-cap and mega-cap stocks.

  • LARGE-CAP
  • MID-CAP
  • MEGA-CAP
  • UNALLOCATED
  • SMALL-CAP
Category%
LARGE-CAP42.5
MID-CAP26
MEGA-CAP25.2
UNALLOCATED3.8
SMALL-CAP2.6

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 50054.7
Others26.9
RUSSELL 200018.3
Top 5 Winners (%)%
sandisk corp
257.9 %
INTC
intel corp
215.9 %
DELL
dell technologies inc
162.9 %
WDC
western digital corp
136.1 %
CORT
corcept therapeutics inc
112.9 %
Top 5 Winners ($)$
AMAT
applied materials, inc.
98.3 M
KLAC
kla-tencor corporation
58.6 M
GOOG
alphabet inc-a
58.3 M
AAPL
apple inc
52.3 M
GOOG
alphabet inc-cl c
50.4 M
Top 5 Losers (%)%
VAW
vanguard info tech etf
-73.1 %
VB
vanguard growth etf
-70.4 %
VB
vanguard mid-cap etf
-61.3 %
IJR
ishares russell 1000 growth fd
-59.8 %
ZTS
zoetis inc
-37.1 %
Top 5 Losers ($)$
ACN
accenture plc-cl a
-29.0 M
MGY
magnolia oil & gas corp
-16.8 M
PEP
pepsico inc
-10.3 M
GMED
globus medical inc-a
-10.1 M
BJ
bj&apos;s wholesale club holdings
-10.1 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 396 stocks in it's portfolio. About 18.9% of the portfolio is in top 10 stocks. ACN proved to be the most loss making stock for the portfolio. AMAT was the most profitable stock for Boston Trust Walden Corp last quarter.

$13.13BTotal Value
406Positions
24 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of Boston Trust Walden Corp, last reported on 24 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Msci Kld 400 Social

Ishares Msci Kld 400 Social

AAXJ
Boston Trust Walden Corp's holding in Ishares Msci Kld 400 Social over time
0.02%19,003
$2.71M
0.02%
unchanged 0 percentunchanged
AAXJ
Ishares Short-Term National Mu

Ishares Short-Term National Mu

AAXJ
Boston Trust Walden Corp's holding in Ishares Short-Term National Mu over time
0%4,281
$455.8K
0%
unchanged 0 percentunchanged
AAXJ
Ishares Tr Usa Esg Slct Etf

Ishares Tr Usa Esg Slct Etf

AAXJ
Boston Trust Walden Corp's holding in Ishares Tr Usa Esg Slct Etf over time
0%1,297
$200.1K
0%
new position
ACWF
Ishares Msci Usa Multifactor E

Ishares Msci Usa Multifactor E

ACWF
Boston Trust Walden Corp's holding in Ishares Msci Usa Multifactor E over time
0%5,045
$381.6K
0%
unchanged 0 percentunchanged
ACWF
Ishares Exponential Technologi

Ishares Exponential Technologi

ACWF
Boston Trust Walden Corp's holding in Ishares Exponential Technologi over time
0%2,746
$226.9K
0%
new position