Baldwin Investment Management, LLC Incresed Positions in Q1 2025

Baldwin Investment Management, LLC

  • $810 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
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
JNJ
Johnson & Johnson

Healthcare
3.16K
+ 21.49%
$142.06 - $167.7 $449K - $530K
17.9K $2.96M
BKR
Baker Hughes CO

Energy
14.2K
+ 28.66%
$41.16 - $48.85 $584K - $693K
63.7K $2.8M
PG
Procter & Gamble CO

Consumer Defensive
4.24K
+ 117.78%
$158.56 - $176.26 $672K - $747K
7.84K $1.34M
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
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
SPGI
S&P Global Inc.

Financial Services
357
+ 3.76%
$478.26 - $543.77 $171K - $194K
9.85K $5M
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
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
SO
Southern CO

Utilities
931
+ 7.43%
$80.96 - $92.96 $75.4K - $86.5K
13.5K $1.24M
WMT
Walmart Inc.

Consumer Defensive
2.45K
+ 30.48%
$84.5 - $105.05 $207K - $257K
10.5K $920K
ASML
Asml Holding Nv

Technology
315
+ 36.54%
$662.63 - $776.99 $209K - $245K
1.18K $779K
DUK
Duke Energy Corp

Utilities
688
+ 10.05%
$105.87 - $121.97 $72.8K - $83.9K
7.53K $918K
DRI
Darden Restaurants Inc

Consumer Cyclical
20
+ 0.25%
$180.02 - $208.56 $3.6K - $4.17K
8.05K $1.67M
DELL
Dell Technologies Inc.

Technology
2.55K
+ 73.7%
$90.34 - $124.66 $230K - $317K
6K $546K
CAT
Caterpillar Inc

Industrials
1.2K
+ 15.33%
$326.75 - $407.63 $390K - $487K
8.99K $2.96M
ARCC
Ares Capital Corp

Financial Services
5.34K
+ 10.77%
$21.28 - $23.81 $114K - $127K
55K $1.22M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
4.37K
+ 16.96%
$18.36 - $20.51 $80.3K - $89.7K
30.2K $596K
WELL
Welltower Inc.

Real Estate
49
+ 1.22%
$124.05 - $156.86 $6.08K - $7.69K
4.08K $624K
PGR
Progressive Corp

Financial Services
250
+ 28.18%
$235.61 - $291.22 $58.9K - $72.8K
1.14K $321K
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
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