Baldwin Investment Management, LLC Sells in Q2 2025

Baldwin Investment Management, LLC

  • $802 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VRT
Vertiv Holdings CO

Industrials
-14.1K
- 36.77%
N/A
24.3K $2.11M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-694
- 7.77%
$390.26 - $489.06 $271K - $339K
8.24K $3.34M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-326
- 1.7%
$483.48 - $539.8 $158K - $176K
18.8K $9.15M
BWA
Borgwarner Inc

Consumer Cyclical
-33.1K
- 56.72%
$24.84 - $33.92 $822K - $1.12M
25.2K $844K
VOE
Vanguard Mid Cap Value Index F

ETFs
-5.15K
- 63.63%
$141.87 - $164.49 $731K - $847K
2.94K $484K
ACN
Accenture PLC

Technology
-1.81K
- 13.9%
$279.23 - $323.21 $505K - $584K
11.2K $3.35M
ZTS
Zoetis Inc.

Healthcare
-1.65K
- 6.5%
$144.41 - $170.3 $238K - $281K
23.7K $3.7M
KMB
Kimberly Clark Corp

Consumer Defensive
-2.1K
- 13.98%
$126.84 - $145.22 $266K - $305K
12.9K $1.67M
FTV
Fortive Corp

Technology
-942
- 6.2%
$52.13 - $74.29 $49.1K - $70K
14.2K $742K
LMT
Lockheed Martin Corp

Industrials
-845
- 23.88%
$430.82 - $486.45 $364K - $411K
2.69K $1.25M
JNJ
Johnson & Johnson

Healthcare
-173
- 0.97%
$146.36 - $159.82 $25.3K - $27.6K
17.7K $2.7M
DHR
Danaher Corp

Healthcare
-700
- 5.21%
$174.64 - $205.16 $122K - $144K
12.7K $2.52M
UNP
Union Pacific Corp

Industrials
-580
- 3.55%
$208.27 - $238.46 $121K - $138K
15.8K $3.63M
FANG
Diamondback Energy, Inc.

Energy
-235
- 2.69%
$119.25 - $161.49 $28K - $38K
8.5K $1.17M
CVX
Chevron Corp

Energy
-125
- 1.43%
$133.73 - $168.51 $16.7K - $21.1K
8.61K $1.23M
MCD
Mcdonalds Corp

Consumer Cyclical
-88
- 1.1%
$285.55 - $321.23 $25.1K - $28.3K
7.92K $2.31M
FDX
Fedex Corp

Industrials
-675
- 33.06%
$198.07 - $245.17 $134K - $165K
1.37K $310K
TXN
Texas Instruments Inc

Technology
-850
- 31.46%
N/A
1.85K $360K
DELL
Dell Technologies Inc.

Technology
-2.82K
- 47.02%
$71.63 - $125.98 $202K - $355K
3.18K $389K
SNPS
Synopsys Inc

Technology
-1.05K
- 22.45%
$380.9 - $517.66 $399K - $543K
3.62K $1.86M
LOW
Lowes Companies Inc

Consumer Cyclical
-50
- 0.45%
$210.83 - $235.28 $10.5K - $11.8K
11.2K $2.48M
PG
Procter & Gamble CO

Consumer Defensive
-298
- 3.8%
$157.66 - $172.39 $47K - $51.4K
7.54K $1.2M
SBUX
Starbucks Corp

Consumer Cyclical
-319
- 2.08%
$79.69 - $99.41 $25.4K - $31.7K
15K $1.37M
MRK
Merck & Co., Inc.

Healthcare
-650
- 10.45%
$73.47 - $87.12 $47.8K - $56.6K
5.57K $440K
PLD
Prologis, Inc.

Real Estate
-411
- 3.99%
$89.76 - $112.34 $36.9K - $46.2K
9.89K $1.04M
ADBE
Adobe Inc.

Technology
-307
- 4.79%
$340.0 - $420.68 $104K - $129K
6.1K $2.36M
CB
Chubb LTD

Financial Services
-25
- 0.4%
$274.32 - $302.46 $6.86K - $7.56K
6.24K $1.81M
GLD
Spdr Gold Trust

ETFs
-325
- 32.5%
$273.71 - $316.29 $89K - $103K
675 $205K
V
Visa Inc.

Financial Services
-500
- 2.27%
$308.27 - $373.31 $154K - $187K
21.5K $7.64M
TCOM
Trip.Com Group LTD

Consumer Cyclical
-399
- 4.05%
$52.21 - $67.1 $20.8K - $26.8K
9.44K $553K
IWM
Ishares Russell 2000 ETF

ETFs
-500
- 17.78%
$174.82 - $215.79 $87.4K - $108K
2.31K $498K
EXP
Eagle Materials Inc

Basic Materials
-100
- 5.26%
$193.68 - $241.95 $19.4K - $24.2K
1.8K $363K
CHKP
Check Point Software Technologies LTD

Technology
-161
- 6.16%
$204.26 - $233.47 $32.9K - $37.6K
2.45K $542K
S
Sentinel One, Inc.

Technology
-2.75K
- 6.75%
$16.17 - $20.34 $44.5K - $55.9K
38K $694K
SHEL
Shell PLC

Energy
-322
- 4.6%
$59.75 - $73.05 $19.2K - $23.5K
6.67K $469K
TECK
Teck Resources LTD

Basic Materials
-1.76K
- 23.36%
$29.05 - $41.48 $51.1K - $73K
5.78K $233K
NVO
Novo Nordisk A S

Healthcare
-441
- 1.98%
$58.08 - $81.05 $25.6K - $35.7K
21.9K $1.51M
APD
Air Products & Chemicals, Inc.

Basic Materials
-2
- 0.06%
$248.61 - $294.96 $497 - $590
3.1K $875K
DUK
Duke Energy Corp

Utilities
-45
- 0.6%
$112.46 - $124.05 $5.06K - $5.58K
7.49K $883K
MTD
Mettler Toledo International Inc

Healthcare
-22
- 2.03%
$970.15 - $1216.57 $21.3K - $26.8K
1.06K $1.25M
BIDU
Baidu, Inc.

Communication Services
-124
- 3.84%
$76.86 - $92.5 $9.53K - $11.5K
3.1K $266K
SYY
Sysco Corp

Consumer Defensive
-405
- 10.44%
$68.0 - $75.91 $27.5K - $30.7K
3.48K $263K
SPY
Spdr S&P 500 ETF Trust

ETFs
-500
- 10.38%
$496.48 - $617.85 $248K - $309K
4.32K $2.67M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-224
- 1.1%
$63.54 - $68.5 $14.2K - $15.3K
20.2K $1.36M
ARCC
Ares Capital Corp

Financial Services
-297
- 0.54%
$18.91 - $22.43 $5.62K - $6.66K
54.7K $1.2M
CL
Colgate Palmolive CO

Consumer Defensive
-8
- 0.14%
$87.57 - $96.0 $701 - $768
5.77K $524K
FISV
Fiserv Inc

Technology
-125
- 0.9%
N/A
13.8K $1.72M
SO
Southern CO

Utilities
-130
- 0.97%
$84.91 - $92.56 $11K - $12K
13.3K $1.22M
ALL
Allstate Corp

Financial Services
-2
- 0.1%
$180.53 - $212.64 $361 - $425
1.99K $401K
Activity Summary
Buys All Purchases 55 New Holdings 13 Increased Positions 42 Sells All Sells 108 Reductions 108 Sold out 0 Options Calls 0 Puts 0
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