Boston Trust Walden Corp

Q1 2026 13F-HR Detailed Holdings

Location

Boston, MA

Holdings as of

3/31/2026

Date filed

4/24/2026

Form type

13F-HR

Num holdings

613

Total value ($000)

$12,161,654

Net value change ($000)

-1,088,176 (-8.2%)

New positions

Sold out positions

Turnover %

1.3%

Sector allocation + QoQ delta (equities-only)

Holdings broken out by other managers reported in the original SEC filing. View aggregated holdings

You are on the SEC detailed breakdown page. Rows are shown as reported in the filing (including other manager, discretion, and voting authority fields), and are not merged like the standard holdings view. Switch to aggregated holdings.

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	Discretion	Other Manager	Sole	Shared	None

Other Managers

Num	Name	File Number
1	BOSTON TRUST WALDEN NATIONAL ASSOCIATION	028-02259
2	Boston Trust Walden Inc.	028-15041