Holdings
Baldwin Investment Management, LLC
As of Jun 30, 2026, Baldwin Investment Management, LLC reported 168 positions worth US$955M. Largest: Berkshire Hathaway Inc., Lam Research Corporation and Apple Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Berkshire Hathaway Inc. | 850K | US$426M | −795 | Jun 30, 2026 |
| Lam Research Corporation | 85,114 | US$36.9M | −3,480 | Jun 30, 2026 |
| Apple Inc | 99,797 | US$28.9M | +29,226 | Jun 30, 2026 |
| Broadcom Inc. | 75,155 | US$28.4M | +3,794 | Jun 30, 2026 |
| Nvidia Corporation | 135K | US$27M | +20,673 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 59,800 | US$21.4M | +11,432 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 61,191 | US$20M | +13,017 | Jun 30, 2026 |
| Microsoft Corp. | 44,413 | US$16.6M | +11,439 | Jun 30, 2026 |
| Eli Lilly And Company | 12,959 | US$15.5M | +2,019 | Jun 30, 2026 |
| Costco Wholesale Corporation | 14,865 | US$13.9M | +3,284 | Jun 30, 2026 |