Baldwin Investment Management
Baldwin Investment Management reported 231 stocks worth $1B in its 13F filing for Q2 2026, filed Jul 28, 2026. Its largest holdings are BRK.A (40.2%), LRCX (3.6%) and AAPL (2.8%). Compared with Q1 2026, the fund opened new positions in XOM, TXN and HON, added to AAPL, AVGO and NVDA, trimmed LRCX, VRT and TSM and sold out of XOM, ZS and VMC.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  BRK.A Berkshire Hathaway Inc Dclass A | $416M | 40.2% | 555 | No change | 6 of 8 | |
| 2 |  LRCX Lam Research Corp | $36.9M | 3.6% | 85K | −3,480 (−4%) | 8 of 8 | |
| 3 |  AAPL Apple Inc | $28.9M | 2.8% | 100K | +29K (+41%) | 8 of 8 | |
| 4 |  AVGO Broadcom Inc | $28.4M | 2.8% | 75K | +3,794 (+5%) | 8 of 8 | |
| 5 |  NVDA Nvidia Corporation | $27M | 2.6% | 135K | +21K (+18%) | 8 of 8 | |
| 6 |  JPM Jpmorgan Chase & Co. | $20M | 1.9% | 61K | +13K (+27%) | 8 of 8 | |
| 7 |  MSFT Microsoft Corp | $16.6M | 1.6% | 44K | +11K (+35%) | 8 of 8 | |
| 8 |  GOOGL Alphabet Inc | $16.4M | 1.6% | 46K | +12K (+37%) | 8 of 8 | |
| 9 |  LLY Eli Lilly & Co | $15.5M | 1.5% | 13K | +2,019 (+18%) | 8 of 8 | |
| 10 |  COST Costco Whsl Corp New | $13.9M | 1.4% | 15K | +3,284 (+28%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $9.4M | 55K |
HONEYWELL INTL INC | $1.4M | 5,975 |
 ZS Zscaler Inc | $966K | 6,887 |
 VMC Vulcan Matls Co | $882K | 3,238 |
 BSX Boston Scientific Corp | $692K | 11K |
🔒 Free account: see all 9.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 28, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Baldwin Investment Management 13F FAQ
What does Baldwin Investment Management own?
Baldwin Investment Management reported 231 stocks worth $1B in its 13F filing for Q2 2026, filed Jul 28, 2026. Its largest holdings are BRK.A (40.2%), LRCX (3.6%) and AAPL (2.8%). The table above lists every position in the filing (the top 10 without an account).
What did Baldwin Investment Management buy and sell in Q2 2026?
Compared with Q1 2026: 30 new positions, 103 added to, 61 trimmed and 9 sold out. New positions include XOM, TXN and HON. It sold all of XOM, ZS and VMC.
When will Baldwin Investment Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Baldwin Investment Management's portfolio worth?
The Q2 2026 filing reports $1B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.