Boston Trust Walden Corp

Q1 2026 13F-HR Holdings

Location
Boston, MA
Holdings as of
3/31/2026
Date filed
4/24/2026
Form type
13F-HR
Num holdings
405
Total value ($000)
$12,161,654
Net value change ($000)
-1,088,176 (-8.2%)
New positions
17
Sold out positions
12
Turnover %
1.3%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 1/28/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
JNJ 80,029 262.0%
DE 61,510 520.3%
ON 55,274 613.6%
MRK 39,978 614.5%
LFUS 34,575 53.8%
BALL 33,752 645.2%
JAZZ 25,416 38.0%
LIN 24,888 388.0%
VLTO 24,813 1163.8%
XOM 23,831 30.1%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -125,224 -25.9%
EXLS -83,151 -75.1%
TER -76,845 -87.9%
QLYS -57,945 -39.5%
DCI -50,838 -24.0%
CSGS -50,748 -99.6%
GOOGL -48,447 -16.4%
PG -48,374 -89.0%
AAPL -43,427 -10.3%
GOOGL -36,450 -14.1%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type