Baldwin Investment Management, LLC Purchases in Q1 2025

Baldwin Investment Management, LLC

  • $810 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BRK-A
Berkshire Hathaway Inc

Financial Services
556
New
$663000.0 - $801950.0 $369M - $446M
556 $444M
V
Visa Inc.

Financial Services
3.92K
+ 21.67%
$306.92 - $362.71 $1.2M - $1.42M
22K $7.71M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
315
+ 1.67%
$442.66 - $534.52 $139K - $168K
19.2K $10.2M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
1.27K
+ 10.12%
$402.49 - $513.76 $512K - $653K
13.8K $6.71M
MA
Mastercard Inc

Financial Services
2.51K
+ 144.83%
$504.67 - $576.31 $1.27M - $1.44M
4.24K $2.32M
XOM
Exxon Mobil Corp

Energy
5.92K
+ 11.9%
$105.44 - $118.93 $624K - $704K
55.6K $6.62M
ABBV
Abb Vie Inc.

Healthcare
372
+ 1.35%
$169.2 - $216.66 $62.9K - $80.6K
27.9K $5.85M
ABT
Abbott Laboratories

Healthcare
1.71K
+ 4.79%
$111.1 - $140.22 $190K - $240K
37.5K $4.97M
LLY
Eli Lilly & CO

Healthcare
511
+ 5.75%
$725.72 - $929.72 $371K - $475K
9.4K $7.76M
MCD
Mcdonalds Corp

Consumer Cyclical
2.39K
+ 42.58%
$279.74 - $321.29 $669K - $768K
8.01K $2.5M
CI
Cigna Corp

Healthcare
2.51K
New
$274.49 - $329.0 $688K - $824K
2.51K $824K
JPM
Jpmorgan Chase & CO

Financial Services
2.15K
+ 4.57%
$225.19 - $279.95 $485K - $603K
49.3K $12.1M
BKR
Baker Hughes CO

Energy
14.2K
+ 28.66%
$41.16 - $48.85 $584K - $693K
63.7K $2.8M
S
Sentinel One, Inc.

Technology
40.7K
New
$18.17 - $24.97 $740K - $1.02M
40.7K $740K
PG
Procter & Gamble CO

Consumer Defensive
4.24K
+ 117.78%
$158.56 - $176.26 $672K - $747K
7.84K $1.34M
ABC
Amerisourcebergen Corp

Healthcare
3.86K
New
N/A
3.86K $714K
EPD
Enterprise Products Partners L.P.

Energy
4.99K
+ 2.66%
$31.75 - $34.14 $158K - $170K
193K $6.58M
PFE
Pfizer Inc

Healthcare
27.9K
+ 155.41%
$25.01 - $27.13 $699K - $758K
45.9K $1.16M
COST
Costco Wholesale Corp

Consumer Defensive
389
+ 4.08%
$890.62 - $1076.86 $346K - $419K
9.93K $9.39M
RTX
Raytheon Technologies Corp

Industrials
10
+ 0.03%
$114.1 - $135.66 $1.14K - $1.36K
33.7K $4.46M
CB
Chubb LTD

Financial Services
1.36K
+ 27.67%
$257.71 - $301.99 $350K - $410K
6.26K $1.89M
VRT
Vertiv Holdings CO

Industrials
5.89K
+ 18.11%
N/A
38.4K $3.33M
TMUS
T Mobile Us, Inc.

Communication Services
240
+ 2.52%
$211.3 - $272.83 $50.7K - $65.5K
9.76K $2.6M
AXTA
Axalta Coating Systems Ltd.

Basic Materials
15.8K
+ 76.81%
$32.86 - $38.05 $518K - $600K
36.3K $1.2M
TJX
Tjx Companies Inc

Consumer Cyclical
3.91K
+ 27.09%
$112.81 - $126.16 $441K - $493K
18.3K $2.23M
AMT
American Tower Corp

Real Estate
114
+ 0.86%
$173.46 - $217.6 $19.8K - $24.8K
13.3K $2.9M
IBN
Icici Bank LTD

Financial Services
12.1K
+ 21.55%
$27.55 - $31.67 $333K - $383K
68.3K $2.15M
AXP
American Express CO

Financial Services
2.05K
+ 44.21%
$255.39 - $325.87 $524K - $668K
6.69K $1.8M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
19.3K
New
$21.23 - $23.75 $409K - $458K
19.3K $415K
KO
Coca Cola CO

Consumer Defensive
3.95K
+ 44.78%
$60.81 - $72.32 $240K - $286K
12.8K $914K
BMY
Bristol Myers Squibb CO

Healthcare
4.73K
+ 50.36%
$53.9 - $63.11 $255K - $299K
14.1K $861K
UNP
Union Pacific Corp

Industrials
856
+ 5.52%
$225.21 - $254.42 $193K - $218K
16.4K $3.86M
PANW
Palo Alto Networks Inc

Technology
2.92K
+ 18.12%
$167.82 - $208.28 $490K - $608K
19K $3.25M
SBUX
Starbucks Corp

Consumer Cyclical
2.23K
+ 17.07%
$91.75 - $115.81 $205K - $259K
15.3K $1.5M
CSCO
Cisco Systems, Inc.

Technology
4.63K
+ 55.5%
$58.74 - $64.87 $272K - $300K
13K $800K
ADP
Automatic Data Processing Inc

Industrials
912
+ 44.55%
$286.85 - $318.64 $262K - $291K
2.96K $904K
BSX
Boston Scientific Corp

Healthcare
1.86K
+ 21.28%
$89.38 - $106.18 $166K - $197K
10.6K $1.07M
GLD
Spdr Gold Trust

ETFs
1K
New
$243.19 - $288.14 $243K - $288K
1K $288K
SPGI
S&P Global Inc.

Financial Services
357
+ 3.76%
$478.26 - $543.77 $171K - $194K
9.85K $5M
JCI
Johnson Controls International PLC

Industrials
3.47K
New
$76.12 - $90.6 $264K - $314K
3.47K $277K
UBER
Uber Technologies, Inc

Technology
1.69K
+ 17.96%
$63.17 - $81.49 $107K - $138K
11.1K $810K
ICE
Intercontinental Exchange, Inc.

Financial Services
94
+ 0.99%
$142.8 - $176.36 $13.4K - $16.6K
9.58K $1.65M
CL
Colgate Palmolive CO

Consumer Defensive
2.4K
+ 71.01%
$85.68 - $97.5 $206K - $234K
5.78K $541K
QCOM
Qualcomm Inc

Technology
1.46K
New
$151.94 - $175.86 $222K - $257K
1.46K $224K
AMGN
Amgen Inc

Healthcare
704
New
$258.59 - $327.36 $182K - $230K
704 $219K
SRAD
Sportradar Group Ag

Technology
4.25K
+ 14.58%
$17.44 - $22.99 $74.1K - $97.6K
33.4K $721K
IBM
International Business Machines Corp

Technology
300
+ 6.2%
$217.4 - $264.74 $65.2K - $79.4K
5.14K $1.28M
TRV
Travelers Companies, Inc.

Financial Services
801
New
$232.43 - $265.13 $186K - $212K
801 $211K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.62K
New
$57.21 - $65.8 $207K - $238K
3.62K $211K
Activity Summary
Buys All Purchases 107 New Holdings 14 Increased Positions 93 Sells All Sells 77 Reductions 77 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Baldwin Investment Management, LLC Portfolio

Follow Baldwin Investment Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Baldwin Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Baldwin Investment Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email