Baldwin Investment Management, LLC
CIK 1346378
13F filing for Q2 2026・No. 2,526
- Holdings
- US$1.03B
- Quarter change
- +US$178.11M
- Entries
- 231
- Net bought (estimate)
- +US$89.51M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 30
- Sold out 9
- Cut 61
- Added 106
- Corporate actions 2
- Unchanged 34
Largest holdings
231 stocks worth US$1.03B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| Berkshire Hathaway Inc ACL A | Unchanged | 555 | US$415.61M | 40.20% |
| LRCXLam Research CorpCommon Stock | Cut | 85,114 | US$36.88M | 3.57% |
| AAPLAppleCommon Stock | Added | 99,797 | US$28.88M | 2.79% |
| AVGOBroadcomCommon Stock | Added | 75,155 | US$28.39M | 2.75% |
| NVDANvidiaCommon Stock | Added | 134,950 | US$27M | 2.61% |
| JPMJ.P. Morgan Chase & CoCommon Stock | Added | 61,191 | US$20.03M | 1.94% |
| MSFTMicrosoftCommon Stock | Added | 44,413 | US$16.57M | 1.60% |
| GOOGLAlphabetCommon Stock | Added | 45,918 | US$16.41M | 1.59% |
| LLYEli Lilly & CompanyCommon Stock | Added | 12,959 | US$15.54M | 1.50% |
| COSTCostco Wholesale CorpCommon Stock | Added | 14,865 | US$13.91M | 1.35% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 28, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.