Baldwin Investment Management, LLC Incresed Positions in Q3 2025

Baldwin Investment Management, LLC

  • $843 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
58
+ 0.08%
$202.38 - $256.87 $11.7K - $14.9K
72.5K $18.5M
RTX
Raytheon Technologies Corp

Industrials
10.1K
+ 30.47%
$144.19 - $167.33 $1.46M - $1.69M
43.3K $7.24M
ABBV
Abb Vie Inc.

Healthcare
450
+ 1.58%
$184.85 - $231.54 $83.2K - $104K
29K $6.71M
GOOG
Alphabet Inc.

Communication Services
50
+ 0.32%
$175.16 - $255.24 $8.76K - $12.8K
15.8K $3.84M
LLY
Eli Lilly & CO

Healthcare
1.51K
+ 15.72%
$625.65 - $812.69 $942K - $1.22M
11.1K $8.45M
EW
Edwards Lifesciences Corp

Healthcare
9.94K
+ 193.2%
$73.75 - $81.83 $733K - $813K
15.1K $1.17M
GS
Goldman Sachs Group Inc

Financial Services
175
+ 2.8%
$696.56 - $806.32 $122K - $141K
6.42K $5.11M
PANW
Palo Alto Networks Inc

Technology
3.41K
+ 16.36%
$167.06 - $208.19 $570K - $710K
24.3K $4.94M
TMO
Thermo Fisher Scientific Inc.

Healthcare
10
+ 0.12%
$404.94 - $499.99 $4.05K - $5K
8.25K $4M
JNJ
Johnson & Johnson

Healthcare
256
+ 1.45%
$155.17 - $185.42 $39.7K - $47.5K
17.9K $3.33M
ZS
Zscaler, Inc.

Technology
1.99K
+ 55.09%
$267.68 - $316.5 $533K - $630K
5.61K $1.68M
HD
Home Depot, Inc.

Consumer Cyclical
105
+ 0.91%
$357.4 - $423.42 $37.5K - $44.5K
11.6K $4.71M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
52
+ 0.59%
$567.77 - $614.76 $29.5K - $32K
8.81K $5.4M
TJX
Tjx Companies Inc

Consumer Cyclical
150
+ 0.82%
$121.35 - $144.54 $18.2K - $21.7K
18.4K $2.66M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
134
+ 0.71%
$459.11 - $506.91 $61.5K - $67.9K
19K $9.54M
ASML
Asml Holding Nv

Technology
190
+ 16.61%
$689.63 - $968.09 $131K - $184K
1.33K $1.29M
XOM
Exxon Mobil Corp

Energy
573
+ 1.02%
$105.83 - $117.22 $60.6K - $67.2K
56.9K $6.41M
NEE
Nextera Energy Inc

Utilities
1.54K
+ 4.2%
$69.77 - $77.54 $107K - $119K
38.2K $2.88M
COST
Costco Wholesale Corp

Consumer Defensive
1.06K
+ 10.59%
$915.95 - $994.57 $969K - $1.05M
11K $10.2M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
140
+ 4.44%
$473.44 - $553.71 $66.3K - $77.5K
3.29K $1.8M
IBM
International Business Machines Corp

Technology
1.28K
+ 25.35%
$234.77 - $292.47 $299K - $373K
6.3K $1.78M
DDOG
Datadog, Inc.

Technology
1.67K
+ 25.15%
$124.52 - $155.15 $208K - $259K
8.31K $1.18M
DRI
Darden Restaurants Inc

Consumer Cyclical
2.63K
+ 32.5%
$184.73 - $220.27 $486K - $579K
10.7K $2.04M
CHK
Chesapeake Energy Corp

Energy
3.2K
+ 81.67%
N/A
7.12K $610K
LHX
L3 Harris Technologies, Inc.

Industrials
250
+ 6.86%
$252.18 - $305.41 $63K - $76.4K
3.89K $1.19M
VTI
Vanguard Total Stock Market Et

ETFs
38
+ 0.51%
$303.93 - $329.86 $11.5K - $12.5K
7.47K $2.45M
COF
Capital One Financial Corp

Financial Services
835
+ 6.38%
$207.29 - $229.74 $173K - $192K
13.9K $2.96M
AXP
American Express CO

Financial Services
150
+ 2.21%
$294.27 - $342.31 $44.1K - $51.3K
6.94K $2.3M
UBER
Uber Technologies, Inc

Technology
532
+ 3.11%
$86.91 - $99.57 $46.2K - $53K
17.6K $1.73M
ABT
Abbott Laboratories

Healthcare
1.5K
+ 3.96%
$120.51 - $136.62 $181K - $205K
39.5K $5.29M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
128
+ 0.51%
$68.24 - $73.73 $8.73K - $9.44K
25.3K $1.86M
PEP
Pepsico Inc

Consumer Defensive
150
+ 1.38%
$133.81 - $152.16 $20.1K - $22.8K
11K $1.55M
DUK
Duke Energy Corp

Utilities
455
+ 6.08%
$116.31 - $125.93 $52.9K - $57.3K
7.94K $983K
SO
Southern CO

Utilities
550
+ 4.13%
$90.83 - $96.0 $50K - $52.8K
13.9K $1.32M
BAC
Bank Of America Corp

Financial Services
95
+ 0.49%
$44.92 - $52.42 $4.27K - $4.98K
19.5K $1.01M
GXO
Gxo Logistics, Inc.

Industrials
340
+ 2.29%
$48.07 - $54.59 $16.3K - $18.6K
15.2K $803K
PFE
Pfizer Inc

Healthcare
400
+ 0.75%
$23.29 - $25.88 $9.32K - $10.4K
53.6K $1.37M
RPM
Rpm International Inc

Basic Materials
275
+ 7.43%
$110.07 - $128.23 $30.3K - $35.3K
3.98K $468K
FCX
Freeport Mcmoran Inc

Basic Materials
4.7K
+ 14.14%
$35.34 - $47.21 $166K - $222K
37.9K $1.49M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
4
+ 0.05%
$49.43 - $54.52 $198 - $218
8.67K $469K
ARCC
Ares Capital Corp

Financial Services
6.1K
+ 11.16%
$20.41 - $23.25 $125K - $142K
60.8K $1.24M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
8
+ 0.04%
$23.82 - $25.84 $191 - $207
19.2K $493K
SCHA
Schwab Strategic Tr Us Small C

ETFs
5
+ 0.06%
$25.29 - $28.33 $126 - $142
8.15K $227K
VO
Vanguard Mid Cap ETF

ETFs
3
+ 0.39%
$279.83 - $293.74 $839 - $881
771 $226K
AXTA
Axalta Coating Systems Ltd.

Basic Materials
2.45K
+ 3.87%
$27.79 - $32.38 $68.1K - $79.3K
65.7K $1.88M
VIG
Vanguard Dividend Appreciation

ETFs
7
+ 0.24%
N/A
2.89K $525K
Blackrock Inc
75
+ 1.64%
N/A
4.65K $0
CRWD
Crowd Strike Holdings, Inc.

Technology
25
+ 3.38%
$412.46 - $514.1 $10.3K - $12.9K
765 $375K
DE
Deere & CO

Industrials
385
+ 10.65%
$457.26 - $524.37 $176K - $202K
4K $1.83M
Activity Summary
Buys All Purchases 65 New Holdings 6 Increased Positions 59 Sells All Sells 74 Reductions 74 Sold out 0 Options Calls 0 Puts 0
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