Baldwin Investment Management, LLC Reduced Holdings in Q3 2025

Baldwin Investment Management, LLC

  • $843 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
STZ
Constellation Brands, Inc.

Consumer Defensive
-4.38K
- 51.64%
$131.78 - $176.09 $577K - $771K
4.1K $552K
ACN
Accenture PLC

Technology
-565
- 5.05%
$232.56 - $304.78 $131K - $172K
10.6K $2.62M
LMT
Lockheed Martin Corp

Industrials
-1.34K
- 49.87%
$410.74 - $499.21 $552K - $670K
1.35K $673K
UNP
Union Pacific Corp

Industrials
-2.69K
- 17.05%
$214.91 - $237.16 $578K - $637K
13.1K $3.09M
ADBE
Adobe Inc.

Technology
-375
- 6.15%
$333.65 - $392.1 $125K - $147K
5.72K $2.02M
ZTS
Zoetis Inc.

Healthcare
-745
- 3.14%
$141.13 - $159.19 $105K - $119K
23K $3.36M
BMY
Bristol Myers Squibb CO

Healthcare
-5.77K
- 40.81%
$43.31 - $48.98 $250K - $283K
8.37K $377K
KMB
Kimberly Clark Corp

Consumer Defensive
-1.44K
- 11.14%
$121.72 - $136.77 $175K - $197K
11.5K $1.43M
NUE
Nucor Corp

Basic Materials
-1.76K
- 51.09%
$133.3 - $150.33 $234K - $264K
1.68K $227K
MRVL
Marvell Technology, Inc.

Technology
-3.51K
- 26.77%
$62.31 - $84.07 $219K - $295K
9.6K $807K
PG
Procter & Gamble CO

Consumer Defensive
-500
- 6.63%
$150.47 - $161.22 $75.2K - $80.6K
7.04K $1.08M
CTVA
Corteva, Inc.

Basic Materials
-100
- 0.62%
$67.08 - $77.12 $6.71K - $7.71K
16.1K $1.09M
SBUX
Starbucks Corp

Consumer Cyclical
-100
- 0.67%
$81.9 - $96.86 $8.19K - $9.69K
14.9K $1.26M
DIS
Walt Disney CO

Communication Services
-189
- 2.08%
$112.25 - $124.0 $21.2K - $23.4K
8.9K $1.02M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-74
- 0.37%
$60.9 - $70.75 $4.51K - $5.24K
20.2K $1.26M
AMZN
Amazon Com Inc

Consumer Cyclical
-500
- 1.19%
$211.65 - $238.24 $106K - $119K
41.4K $9.08M
SNPS
Synopsys Inc

Technology
-64
- 1.77%
$387.78 - $645.35 $24.8K - $41.3K
3.56K $1.75M
ABC
Amerisourcebergen Corp

Healthcare
-450
- 11.66%
N/A
3.41K $630K
PGR
Progressive Corp

Financial Services
-250
- 21.99%
$238.61 - $264.3 $59.7K - $66.1K
887 $219K
DELL
Dell Technologies Inc.

Technology
-1K
- 31.47%
$120.96 - $141.77 $121K - $142K
2.18K $308K
FDX
Fedex Corp

Industrials
-390
- 28.53%
$217.1 - $243.2 $84.7K - $94.8K
977 $230K
FTV
Fortive Corp

Technology
-589
- 4.14%
$46.55 - $53.34 $27.4K - $31.4K
13.7K $668K
UNH
Unitedhealth Group Inc

Healthcare
-540
- 14.25%
$237.77 - $353.61 $128K - $191K
3.25K $1.12M
DHR
Danaher Corp

Healthcare
-300
- 2.36%
$181.46 - $212.2 $54.4K - $63.7K
12.4K $2.47M
PLD
Prologis, Inc.

Real Estate
-1.25K
- 12.64%
$104.08 - $115.35 $130K - $144K
8.64K $989K
META
Meta Platforms, Inc.

Communication Services
-25
- 1.26%
$695.21 - $791.73 $17.4K - $19.8K
1.96K $1.44M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-400
- 9.47%
$87.29 - $93.61 $34.9K - $37.4K
3.83K $357K
TXN
Texas Instruments Inc

Technology
-75
- 4.05%
N/A
1.78K $345K
MCD
Mcdonalds Corp

Consumer Cyclical
-350
- 4.42%
$291.67 - $316.99 $102K - $111K
7.57K $2.3M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-296
- 5.0%
$181.56 - $190.33 $53.7K - $56.3K
5.62K $1.07M
WMT
Walmart Inc.

Consumer Defensive
-600
- 5.72%
$94.4 - $104.27 $56.6K - $62.6K
9.89K $1.02M
MCK
Mckesson Corp

Healthcare
-70
- 5.56%
$659.01 - $772.54 $46.1K - $54.1K
1.19K $919K
AVUV
American Centy ETF Tr Avantis

ETFs
-288
- 9.89%
$90.37 - $102.12 $26K - $29.4K
2.63K $261K
CBT
Cabot Corp

Basic Materials
-100
- 1.72%
$72.0 - $82.94 $7.2K - $8.29K
5.73K $435K
Linde PLC
-226
- 1.85%
N/A
12K $0
Ge Vernova Inc.
-30
- 6.42%
N/A
437 $0
Viking Holdings
-2.72K
- 10.26%
N/A
23.8K $0
Veralto Ord Wi
-100
- 3.27%
N/A
2.96K $0
Lam Research Corp
-1.74K
- 1.71%
N/A
100K $0
VOE
Vanguard Mid Cap Value Index F

ETFs
-136
- 4.62%
$164.63 - $174.58 $22.4K - $23.7K
2.81K $490K
VEA
Vanguard Ftse Developed Market

ETFs
-72
- 1.92%
$56.02 - $60.3 $4.03K - $4.34K
3.68K $220K
XLI
Industrial Sector Spdr

ETFs
-50
- 2.48%
$147.94 - $154.99 $7.4K - $7.75K
1.97K $303K
TMUS
T Mobile Us, Inc.

Communication Services
-12
- 0.12%
$226.02 - $259.01 $2.71K - $3.11K
9.78K $2.34M
SYLD
Cambria Shareholder Yld ETF

ETFs
-34
- 0.81%
$63.93 - $70.45 $2.17K - $2.4K
4.18K $286K
CCL
Carnival Corp

Consumer Cyclical
-20
- 0.09%
$28.37 - $32.49 $567 - $650
21.1K $610K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-70
- 0.31%
$26.38 - $27.95 $1.85K - $1.96K
22.6K $618K
GLD
Spdr Gold Trust

ETFs
-50
- 7.41%
$300.96 - $355.47 $15K - $17.8K
625 $222K
VBR
Vanguard Small Cap Value ETF

ETFs
-206
- 4.16%
$195.41 - $212.37 $40.3K - $43.7K
4.74K $989K
IYW
Ishares Dj Us Tech ETF

ETFs
-100
- 4.93%
$171.38 - $197.01 $17.1K - $19.7K
1.93K $378K
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
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