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
NUE
Nucor Corp

Basic Materials
-350
- 9.25%
$103.22 - $131.43 $36.1K - $46K
3.44K $444K
ADSK
Autodesk, Inc.

Technology
-42
- 1.41%
N/A
2.93K $719K
CME
Cme Group Inc.

Financial Services
-206
- 4.31%
$252.37 - $290.71 $52K - $59.9K
4.57K $1.26M
VIG
Vanguard Dividend Appreciation

ETFs
-25
- 0.86%
N/A
2.88K $524K
TRV
Travelers Companies, Inc.

Financial Services
-26
- 3.25%
$233.83 - $276.34 $6.08K - $7.18K
775 $207K
AVUV
American Centy ETF Tr Avantis

ETFs
-171
- 5.54%
$75.17 - $91.21 $12.9K - $15.6K
2.91K $265K
INFY
Infosys LTD

Technology
-1.13K
- 1.49%
$16.14 - $18.75 $18.3K - $21.3K
74.8K $1.39M
Veralto Ord Wi
-158
- 4.91%
N/A
3.06K $0
Linde PLC
-108
- 0.87%
N/A
12.2K $0
CI
Cigna Corp

Healthcare
-2
- 0.08%
$301.89 - $340.04 $604 - $680
2.5K $827K
WFC
Wells Fargo & Company

Financial Services
-194
- 6.14%
$60.98 - $80.12 $11.8K - $15.5K
2.96K $237K
NXPI
Nxp Semiconductors N.V.

Technology
-675
- 11.8%
$153.5 - $218.72 $104K - $148K
5.05K $1.1M
SKX
Skechers Usa Inc

Consumer Cyclical
-1K
- 7.98%
$45.48 - $63.1 $45.5K - $63.1K
11.5K $727K
VBR
Vanguard Small Cap Value ETF

ETFs
-140
- 2.75%
$162.76 - $195.77 $22.8K - $27.4K
4.95K $964K
XYL
Xylem Inc.

Industrials
-2
- 0.1%
$102.86 - $129.5 $206 - $259
1.91K $246K
TJX
Tjx Companies Inc

Consumer Cyclical
-100
- 0.55%
$119.13 - $135.03 $11.9K - $13.5K
18.2K $2.25M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-389
- 4.3%
$39.89 - $49.46 $15.5K - $19.2K
8.67K $428K
INDA
Ishares Msci India Index Fund

ETFs
-1.06K
- 5.57%
$49.13 - $55.86 $52K - $59.2K
17.9K $999K
EWJ
Ishares Msci Japan ETF

ETFs
-279
- 3.4%
$61.32 - $75.28 $17.1K - $21K
7.92K $593K
ADI
Analog Devices Inc

Technology
-5
- 0.49%
$164.6 - $238.02 $823 - $1.19K
1.02K $241K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-92
- 0.48%
$19.1 - $23.83 $1.76K - $2.19K
19.2K $457K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-33
- 0.55%
$152.93 - $181.74 $5.05K - $6K
5.92K $1.08M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-100
- 0.67%
$90.56 - $109.49 $9.06K - $10.9K
14.9K $1.63M
BEP
Brookfield Renewable Partners L.P.

Utilities
-575
- 2.11%
$20.16 - $26.41 $11.6K - $15.2K
26.7K $680K
ITUB
Itau Unibanco Holding S.A.

Financial Services
-2.06K
- 2.77%
$5.24 - $6.81 $10.8K - $14K
72.3K $490K
FSLR
First Solar, Inc.

Technology
-1.25K
- 16.81%
$120.38 - $192.98 $150K - $240K
6.16K $1.02M
BX
Blackstone Inc.

Financial Services
-270
- 2.11%
$120.07 - $151.11 $32.4K - $40.8K
12.5K $1.87M
HON
Honeywell International Inc

Industrials
-198
- 3.16%
$182.86 - $232.88 $36.2K - $46.1K
6.07K $1.41M
BAC
Bank Of America Corp

Financial Services
-500
- 2.51%
$34.39 - $47.46 $17.2K - $23.7K
19.4K $918K
JCI
Johnson Controls International PLC

Industrials
-5
- 0.14%
$71.14 - $105.62 $356 - $528
3.46K $365K
ICE
Intercontinental Exchange, Inc.

Financial Services
-25
- 0.26%
$151.62 - $183.47 $3.79K - $4.59K
9.56K $1.75M
IBN
Icici Bank LTD

Financial Services
-820
- 1.2%
$30.16 - $34.39 $24.7K - $28.2K
67.4K $2.27M
GOOG
Alphabet Inc.

Communication Services
-1.3K
- 7.64%
$146.58 - $180.01 $191K - $234K
15.7K $2.79M
ASML
Asml Holding Nv

Technology
-33
- 2.8%
$595.37 - $815.24 $19.6K - $26.9K
1.14K $916K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-500
- 13.69%
$328.01 - $475.68 $164K - $238K
3.15K $1.48M
FCX
Freeport Mcmoran Inc

Basic Materials
-1.1K
- 3.2%
$29.15 - $44.46 $32.1K - $48.9K
33.2K $1.44M
NKE
Nike, Inc.

Consumer Cyclical
-14
- 0.07%
$53.27 - $72.04 $746 - $1.01K
21.1K $1.5M
CTVA
Corteva, Inc.

Basic Materials
-225
- 1.37%
$55.52 - $74.53 $12.5K - $16.8K
16.2K $1.21M
MRVL
Marvell Technology, Inc.

Technology
-240
- 1.8%
$49.38 - $79.97 $11.9K - $19.2K
13.1K $1.01M
SRAD
Sportradar Group Ag

Technology
-736
- 2.21%
$20.32 - $28.08 $15K - $20.7K
32.6K $916K
DIS
Walt Disney CO

Communication Services
-328
- 3.48%
$81.72 - $124.01 $26.8K - $40.7K
9.09K $1.13M
IBM
International Business Machines Corp

Technology
-107
- 2.08%
$221.03 - $294.78 $23.7K - $31.5K
5.03K $1.48M
RYAAY
Ryanair Holdings PLC

Industrials
-363
- 1.72%
$39.21 - $57.84 $14.2K - $21K
20.7K $1.19M
META
Meta Platforms, Inc.

Communication Services
-20
- 1.0%
$484.66 - $738.09 $9.69K - $14.8K
1.99K $1.47M
RTX
Raytheon Technologies Corp

Industrials
-550
- 1.63%
$113.75 - $148.48 $62.6K - $81.7K
33.2K $4.84M
ISRG
Intuitive Surgical Inc

Healthcare
-119
- 1.19%
$451.58 - $565.94 $53.7K - $67.3K
9.86K $5.36M
CAT
Caterpillar Inc

Industrials
-213
- 2.37%
$273.94 - $388.21 $58.3K - $82.7K
8.78K $3.41M
MS
Morgan Stanley

Financial Services
-206
- 1.03%
$99.83 - $140.86 $20.6K - $29K
19.9K $2.8M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-5
- 0.06%
$456.74 - $568.03 $2.28K - $2.84K
8.76K $4.98M
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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