Baldwin Investment Management LLC: Significant Purchases and Sales Observed in Q2 2026
This analysis details observable purchases and sales by Baldwin Investment Management, Llc during the second quarter of 2026 based on available data.
According to filings analyzed via InsiderSet, Baldwin Investment Management, Llc demonstrated notable buying activity in several major stocks during the second quarter of 2026.
Major Purchases Observed
Baldwin significantly increased its holdings across key sectors. The investor notably added shares to Apple Inc (AAPL), acquiring an additional 29,226 shares which pushed the position's allocation from approximately 1.5% in Q1 to about 2.8%. Similarly, Nvidia Corp (NVDA) saw a substantial increase of 20,673 shares during the quarter.
The investor also showed strong interest in other large-cap technology firms. Significant additions were made to positions held in J.P. Morgan Chase & Co (JPM), acquiring 13,017 more shares; and Microsoft Corp (MSFT), adding 11,439 shares.
Furthermore, Baldwin boosted its position in Alphabet Inc Class A (GOOGL) by acquiring an additional 12,464 shares. The investor also initiated new positions or significantly increased existing ones with companies like Netflix Inc (NFLX), which saw a massive increase of over 38,000% in holdings due to acquiring 24,918 shares.
Notable Sales Observed
Baldwin also observed sales activity during the quarter. The investor disposed of its position in Axalta Coating Systems (AXTA), reducing its total shares from 34,322 to just 14,620.
Additionally, the investor sold some of its holdings in Baker Hughes Co (BKR), decreasing shares by approximately -63% during the period. However, it's noted that these were small positions.
Unchanged Major Holdings
A cornerstone of Baldwin's portfolio remained unchanged this quarter: Berkshire Hathaway Inc A (BRK-A). The investor held 555 shares throughout the period, maintaining its allocation at approximately 40.2%.
Conclusion
In summary, Baldwin Investment Management's Q2 activity suggests a continued focus on large-cap technology and financial services stocks, with significant additions to prominent names like Apple, Microsoft, Alphabet, JPMorgan Chase, and Netflix.