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Baldwin Investment Management, LLC

Q2 2026 13F Holdings

  • Location
    west conshohocken, PA
  • Num holdings

    231

  • Value ($000)

    $1,033,772

  • Date Filed
    07/28/2026
  • Form type
    13F-HR
  • CIK
    0001346378
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
B
BRK.A

Berkshire Hathaway Inc A

CL A
084670108
$415.61M
40 %

555

---

Lam Research Corp

COMMON STOCK
512807306
$36.88M
4 %

85,114

A
AAPL

Apple Inc

COMMON STOCK
037833100
$28.88M
3 %

99,797

A
AVGO

Broadcom Limited

COMMON STOCK
11135F101
$28.39M
3 %

75,155

N
NVDA

Nvidia Corp

COMMON STOCK
67066G104
$27M
3 %

134,950

J
JPM

J.P. Morgan Chase & Co

COMMON STOCK
46625H100
$20.03M
2 %

61,191

M
MSFT

Microsoft Corp

COMMON STOCK
594918104
$16.57M
2 %

44,413

G
GOOGL

Alphabet Inc Class A

COMMON STOCK
02079K305
$16.41M
2 %

45,918

L
LLY

Eli Lilly & Company

COMMON STOCK
532457108
$15.54M
2 %

12,959

C
COST

Costco Wholesale Corp

COMMON STOCK
22160K105
$13.91M
1 %

14,865

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