2026 Q2 Portfolio Activity
In 2026 Q2, Boston Trust Walden Corp maintained a portfolio of 406 distinct positions. The most significant new addition was LENNOX INTL INC, now representing 0.33% of the total fund value. They heavily accumulated shares in METTLER-TOLEDO INTERNATIONAL, increasing the position by 102.4%. Conversely, Boston Trust Walden Corp completely exited their position in EXXON MOBIL CORPORATION.
Position History
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Boston Trust Walden Corp
AUM $13,133M
Total Positions
406
Quarter
2026 Q2
Top Holding
AAPL (3.2%)
Top 10 Concentration
18.9%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 406
Boston Trust Walden Corp Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
AAPL
APPLE INC
|
Technology | 3.20% | 3.11% |
#1
Prev: #1
|
3.8 |
—
|
-37,965 | -2.5% |
P
S
|
1,452,559 | $420,312,472 |
$84.01
+296.0%
|
2012 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | ||
|
MSFT
MICROSOFT CORP
|
Technology | 2.73% | 2.95% |
#2
Prev: #2
|
3.1 |
—
|
-7,856 | -0.8% |
P
S
|
961,305 | $358,585,991 |
$35.97
+969.9%
|
2012 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | ||
|
GOOGL
ALPHABET INC-A
|
Communication Services | 2.21% | 2.03% |
#3
Prev: #3
|
2.4 |
—
|
-46,818 | -5.4% |
P
S
|
812,426 | $290,336,680 |
$96.13
+232.6%
|
2015 Q3 | 13F Filing | 2026-06-30 | 2026-07-24 | ||
|
GOOG
ALPHABET INC-CL...
|
Communication Services | 2.00% | 1.82% |
#4
Prev: #4
|
1.8 |
—
|
-31,127 | -4.0% |
P
S
|
742,061 | $262,192,413 | 2012 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
NVDA
NVIDIA CORP
|
Technology | 1.92% | 1.58% |
#5
1
Prev: #6
|
3.3 |
—
|
160,300 | 14.5% |
P
S
|
1,262,697 | $252,653,043 | 2021 Q3 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 1.81% | 1.79% |
#6
1
Prev: #5
|
1.2 |
—
|
-13,136 | -1.8% |
P
S
|
726,541 | $237,818,666 | 2012 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
AMAT
APPLIED MATERIA...
|
Technology | 1.27% | 0.80% |
#7
18
Prev: #25
|
1.0 |
—
|
-53,466 | -18.8% |
P
S
|
231,137 | $167,112,051 | 2012 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
DCI
DONALDSON CO IN...
|
Industrials | 1.26% | 1.33% |
#8
Prev: #8
|
1.0 |
—
|
-53,809 | -2.8% |
P
S
|
1,846,607 | $165,769,871 | 2012 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
HUBB
HUBBELL INC
|
Industrials | 1.26% | 1.32% |
#9
Prev: #9
|
1.0 |
—
|
-11,699 | -3.6% |
P
S
|
316,270 | $165,472,717 | 2015 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
ATR
APTARGROUP INC
|
Healthcare | 1.24% | 1.40% |
#10
3
Prev: #7
|
1.0 |
—
|
-45,763 | -3.4% |
P
S
|
1,303,726 | $163,226,495 | 2012 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
V
VISA INC
|
Financial Services | 1.22% | 1.18% |
#11
Prev: #11
|
1.0 |
—
|
-9,627 | -2.0% |
P
S
|
466,632 | $160,096,773 | 2013 Q2 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 1.12% | 1.19% |
#12
2
Prev: #10
|
0.9 |
—
|
-13,228 | -2.2% |
P
S
|
580,833 | $147,514,157 | 2012 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
AIT
APPLIED INDUSTR...
|
Industrials | 1.10% | 0.96% |
#13
1
Prev: #14
|
0.9 |
—
|
-12,091 | -2.8% |
P
S
|
427,345 | $144,506,876 | 2015 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
WTS
WATTS WATER TEC...
|
Industrials | 1.10% | 0.90% |
#14
2
Prev: #16
|
0.9 |
—
|
-10,057 | -2.7% |
P
S
|
368,967 | $144,432,132 | 2012 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
CINF
CINCINNATI FINA...
|
Financial Services | 1.04% | 0.98% |
#15
2
Prev: #13
|
0.9 |
—
|
-18,536 | -2.5% |
P
S
|
737,311 | $136,505,766 | 2012 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
LFUS
LITTELFUSE INC
|
Technology | 1.03% | 0.81% |
#16
7
Prev: #23
|
0.9 |
—
|
6,934 | 2.4% |
P
S
|
298,327 | $135,837,233 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
QLYS
QUALYS INC
|
Technology | 1.03% | 0.73% |
#17
16
Prev: #33
|
0.9 |
—
|
-25,487 | -2.5% |
P
S
|
984,889 | $135,412,389 | 2021 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
CSCO
CISCO SYSTEMS I...
|
Technology | 1.03% | 0.81% |
#18
6
Prev: #24
|
0.9 |
—
|
-123,622 | -9.7% |
P
S
|
1,147,532 | $134,789,109 | 2012 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
GMED
GLOBUS MEDICAL ...
|
Healthcare | 0.95% | 0.89% |
#19
2
Prev: #17
|
2.9 |
—
|
318,451 | 25.4% |
P
S
|
1,573,361 | $124,311,253 | 2016 Q2 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
CBSH
COMMERCE BANCSH...
|
Financial Services | 0.93% | 0.78% |
#20
7
Prev: #27
|
2.4 |
—
|
179,879 | 9.3% |
P
S
|
2,114,015 | $122,084,384 | 2012 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
CFR
CULLEN/FROST BA...
|
Financial Services | 0.86% | 1.09% |
#21
9
Prev: #12
|
0.3 |
—
|
-235,518 | -24.3% |
P
S
|
732,331 | $113,159,786 | 2012 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
KLAC
KLA-TENCOR CORP...
|
Technology | 0.85% | 0.47% |
#22
53
Prev: #75
|
3.3 |
—
|
331,312 | 853.3% |
P
S
|
370,140 | $111,674,939 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
BMI
BADGER METER IN...
|
Technology | 0.82% | 0.66% |
#23
19
Prev: #42
|
2.8 |
—
|
198,792 | 37.5% |
P
S
|
728,961 | $108,163,234 | 2019 Q3 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
MTD
METTLER-TOLEDO ...
|
Healthcare | 0.82% | 0.43% |
#24
59
Prev: #83
|
3.3 |
—
|
42,690 | 102.4% |
P
S
|
84,386 | $107,803,959 | 2012 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
JAZZ
JAZZ PHARMACEUT...
|
Healthcare | 0.81% | 0.76% |
#25
4
Prev: #29
|
0.8 |
—
|
-45,538 | -9.3% |
P
S
|
443,123 | $106,779,349 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
COST
COSTCO WHOLESAL...
|
Consumer Defensive | 0.79% | 0.92% |
#26
11
Prev: #15
|
0.8 |
—
|
-1,998 | -1.8% |
P
S
|
110,811 | $103,660,366 | 2012 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
AYI
ACUITY INC
|
Industrials | 0.78% | 0.58% |
#27
25
Prev: #52
|
2.3 |
—
|
17,911 | 7.1% |
P
S
|
270,642 | $101,940,016 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
CB
CHUBB LTD
|
Financial Services | 0.77% | 0.82% |
#28
6
Prev: #22
|
0.8 |
—
|
-7,008 | -2.3% |
P
S
|
298,391 | $101,673,749 | 2012 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
IBOC
INTERNATIONAL B...
|
Financial Services | 0.76% | 0.60% |
#29
22
Prev: #51
|
2.8 |
—
|
218,944 | 20.1% |
P
S
|
1,306,605 | $99,236,664 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
CHH
CHOICE HOTELS I...
|
Consumer Cyclical | 0.75% | 0.79% |
#30
4
Prev: #26
|
0.8 |
—
|
-31,832 | -3.4% |
P
S
|
898,930 | $99,125,011 | 2014 Q3 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
CVCO
CAVCO INDUSTRIE...
|
Consumer Cyclical | 0.73% | 0.56% |
#31
26
Prev: #57
|
2.3 |
—
|
15,930 | 11.4% |
P
S
|
155,713 | $95,666,953 | 2021 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
NTAP
NETAPP INC
|
Technology | 0.72% | 0.53% |
#32
30
Prev: #62
|
0.8 |
—
|
-16,378 | -2.6% |
P
S
|
615,074 | $95,188,852 | 2012 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
WTRG
ESSENTIAL UTILS...
|
Utilities | 0.72% | 0.82% |
#33
12
Prev: #21
|
0.8 |
—
|
-17,987 | -0.7% |
P
S
|
2,463,461 | $94,375,191 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
DE
DEERE & CO
|
Industrials | 0.72% | 0.72% |
#34
Prev: #34
|
0.8 |
—
|
-6,808 | -4.4% |
P
S
|
148,568 | $94,241,139 | 2012 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
CHE
CHEMED CORP
|
Healthcare | 0.71% | 0.64% |
#35
13
Prev: #48
|
0.8 |
—
|
-3,922 | -1.9% |
P
S
|
201,275 | $93,741,954 | 2015 Q3 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
STAG
STAG INDUSTRIAL...
|
Real Estate | 0.71% | 0.76% |
#36
5
Prev: #31
|
0.8 |
—
|
-109,508 | -4.3% |
P
S
|
2,440,479 | $92,884,641 | 2020 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
SYK
STRYKER CORP
|
Healthcare | 0.70% | 0.76% |
#37
7
Prev: #30
|
0.8 |
—
|
13,585 | 4.9% |
P
S
|
293,589 | $92,433,561 | 2012 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
SFM
SPROUTS FARMERS...
|
Consumer Defensive | 0.70% | 0.65% |
#38
8
Prev: #46
|
2.3 |
—
|
59,675 | 5.8% |
P
S
|
1,085,030 | $91,771,837 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
ROST
ROSS STORES INC
|
Consumer Cyclical | 0.69% | 0.86% |
#39
21
Prev: #18
|
0.8 |
—
|
-54,957 | -11.4% |
P
S
|
426,717 | $90,826,713 | 2012 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
ATEN
A10 NETWORKS IN...
|
Technology | 0.69% | 0.41% |
#40
48
Prev: #88
|
2.3 |
—
|
243,547 | 11.2% |
P
S
|
2,416,808 | $90,291,947 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
ADP
AUTOMATIC DATA ...
|
Technology | 0.68% | 0.68% |
#41
5
Prev: #36
|
0.8 |
—
|
-7,946 | -1.9% |
P
S
|
401,279 | $89,866,432 | 2012 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
SNA
SNAP ON INC
|
Industrials | 0.68% | 0.67% |
#42
3
Prev: #39
|
0.8 |
—
|
-3,326 | -1.5% |
P
S
|
222,681 | $89,606,655 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
UFPT
UFP TECHNOLOGIE...
|
Healthcare | 0.68% | 0.50% |
#43
24
Prev: #67
|
2.3 |
—
|
19,206 | 6.1% |
P
S
|
336,278 | $89,157,386 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
IEX
IDEX CORP COM
|
Industrials | 0.67% | 0.71% |
#44
9
Prev: #35
|
0.8 |
—
|
-62,519 | -13.8% |
P
S
|
390,195 | $88,554,760 | 2013 Q2 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
NDSN
NORDSON CORPORA...
|
Industrials | 0.67% | 0.66% |
#45
1
Prev: #44
|
0.8 |
—
|
-8,380 | -2.8% |
P
S
|
293,381 | $88,510,019 | 2012 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
SEIC
SEI INVESTMENTS...
|
Financial Services | 0.66% | 0.67% |
#46
5
Prev: #41
|
0.8 |
—
|
-48,431 | -4.7% |
P
S
|
991,300 | $86,946,942 | 2012 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
HALO
HALOZYME THERAP...
|
Healthcare | 0.65% | 0.36% |
#47
53
Prev: #100
|
3.3 |
—
|
403,499 | 59.4% |
P
S
|
1,083,062 | $84,771,263 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
MEDP
MEDPACE HOLDING...
|
Healthcare | 0.63% | 0.56% |
#48
10
Prev: #58
|
2.3 |
—
|
14,907 | 10.6% |
P
S
|
155,517 | $82,360,248 | 2020 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
UNP
UNION PACIFIC C...
|
Industrials | 0.62% | 0.62% |
#49
1
Prev: #50
|
0.7 |
—
|
-11,274 | -3.6% |
P
S
|
298,657 | $81,234,704 | 2012 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
JLL
JONES LANG LASA...
|
Real Estate | 0.62% | 0.67% |
#50
10
Prev: #40
|
0.7 |
—
|
-6,863 | -2.6% |
P
S
|
261,620 | $81,089,119 | 2012 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 |
Showing 1-50 of 406 holdings