DOSSIER · 13F-HR · Q3 2026

Boston Trust Walden Corp

$12.4B in tracked AUM across 621 positions as of Q3 2026.

BT
CIK 0001534866 · last filed Sep 30, 2026
Total AUM
$12.4B
as of Q3 2026
Holdings
621
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Boston Trust Walden Corp reported $12.2B in 13F holdings for the quarter ending 2026-03-31, concentrated in technology with leading positions in AAPL, MSFT, GOOGL. Notable moves this quarter: BMI INCREASED ($-7.8M); G0176J INCREASED ($-1.1M). 10 new positions initiated, 10 closed out, reflecting 60 total changes from the prior quarter.

Boston Trust Walden Corp entered 2026-03-31 with $12.2B in reported 13F holdings, placing it among the institution's recent AUM range. The portfolio maintains a technology tilt, with the top five positions accounting for a meaningful share of the overall book.

Top Holdings

Analysis generated by 13F Insight from SEC Form 13F filing data · Q3 2026. Methodology

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026. Source: SEC EDGAR 13F-HR filings.

#HoldingValueSharesWeight
01
MSFT
Microsoft Corporation
$468M912K3.8%
02
AAPL
Apple Inc.
$462M1.4M3.7%
03
NVDA
NVIDIA Corporation
$256M1.1M2.1%
04
GOOG
Alphabet Inc.
$248M727K2.0%
05
GOOGL
Alphabet Inc.
$230M670K1.9%
06
JPM
JPMorgan Chase & Co.
$224M678K1.8%
07
V
Visa Inc.
$155M432K1.3%
08
QLYS
Qualys, Inc.
$147M786K1.2%
09
JNJ
Johnson & Johnson
$143M538K1.1%
10
ATR
AptarGroup, Inc.
$140M1.2M1.1%

Filing history

2026Q3Sep 30
$12.4B▼ 5.6%
621 positionsView →
2026Q2Jun 30
$13.1B▲ 8.0%
620 positionsView →
2026Q1Mar 31
$12.2B▼ 8.2%
613 positionsView →
2025Q4Dec 31
$13.2B▼ 2.8%
594 positionsView →
2025Q3Sep 30
$13.6B▼ 2.8%
603 positionsLocked
2025Q2Jun 30
$14.0B▲ 2.4%
583 positionsLocked
2025Q1Mar 31
$13.7B▼ 4.0%
587 positionsLocked
2024Q4Dec 31
$14.3B▼ 0.9%
594 positionsLocked
2024Q3Sep 30
$14.4B▲ 6.6%
600 positionsLocked
2024Q2Jun 30
$13.5B▼ 3.8%
594 positionsLocked
2024Q1Mar 31
$14.0B▲ 5.8%
585 positionsLocked
2023Q4Dec 31
$13.3B▲ 11.1%
585 positionsLocked
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