Notify me when Baldwin Investment Management, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 207 | $885,787,858 | +$7,785,804 | -$12,673,642 | -$4,887,838 | BRKA, AVGO, NVDA, AAPL, LRCX | 13F-HR | 13 Feb 2026, 15:01 |
| Q3 2025 | 207 | $873,386,104 | +$13,176,077 | -$11,731,042 | +$1,445,035 | BRKA, AVGO, NVDA, AAPL, MSFT | 13F-HR | 10 Nov 2025, 16:18 |
| Q2 2025 | 209 | $828,372,909 | +$13,805,742 | -$14,255,974 | -$450,232 | Berkshire Hathaway Inc A, AVGO, NVDA, MSFT, AAPL | 13F-HR | 11 Aug 2025, 11:00 |
| Q1 2025 | 200 | $831,938,864 | +$470,706,566 | -$13,307,882 | +$457,398,684 | Berkshire Hathaway Inc A, AAPL, NVDA, AVGO, MSFT | 13F-HR | 07 May 2025, 14:49 |
| Q4 2024 | 199 | $387,915,327 | +$26,052,196 | -$37,947,838 | -$11,895,642 | AVGO, AAPL, NVDA, MSFT, JPM | 13F-HR | 14 Feb 2025, 11:44 |
| Q3 2024 | 213 | $797,873,977 | +$425,517,155 | -$367,960,378 | +$57,556,777 | Berkshire Hathaway Cl A, MSFT, AAPL, NVDA, AVGO | 13F-HR | 13 Nov 2024, 16:15 |
| Q2 2024 | 205 | $730,154,345 | +$23,907,974 | -$16,231,319 | +$7,676,655 | BRKA, MSFT, AAPL, NVDA, AVGO | 13F-HR | 30 Jul 2024, 14:34 |
| Q1 2024 | 209 | $737,298,513 | +$25,939,234 | -$13,105,635 | +$12,833,599 | BRKA, MSFT, AAPL, AVGO, JPM | 13F-HR | 14 May 2024, 12:16 |
| Q4 2023 | 203 | $639,760,919 | +$12,423,064 | -$10,394,693 | +$2,028,371 | BRKA, MSFT, AAPL, AVGO, JPM | 13F-HR | 13 Feb 2024, 16:19 |
| Q3 2023 | 192 | $598,052,139 | +$7,184,489 | -$11,561,973 | -$4,377,484 | BRKA, MSFT, AAPL, JPM, AVGO | 13F-HR | 14 Nov 2023, 14:41 |
| Q2 2023 | 196 | $607,044,531 | +$9,125,741 | -$16,071,501 | -$6,945,760 | BRKA, AAPL, MSFT, JPM, AVGO | 13F-HR | 01 Aug 2023, 16:25 |
| Q1 2023 | 199 | $563,582,846 | +$17,392,181 | -$19,562,599 | -$2,170,418 | BRKA, AAPL, MSFT, JPM, AVGO | 13F-HR | 15 May 2023, 14:40 |
| Q4 2022 | 195 | $553,114,768 | +$283,324,753 | -$14,521,021 | +$268,803,732 | BRKA, AAPL, MSFT, JPM, ABBV | 13F-HR | 10 Feb 2023, 11:17 |
| Q3 2022 | 197 | $259,149,000 | +$9,731,619 | -$21,795,943 | -$12,064,324 | AAPL, MSFT, ABBV, JPM, COST | 13F-HR | 14 Nov 2022, 15:31 |
| Q2 2022 | 215 | $292,837,000 | +$10,707,364 | -$20,884,723 | -$10,177,359 | AAPL, MSFT, ABBV, JPM, BMY | 13F-HR | 02 Aug 2022, 13:26 |
| Q1 2022 | 241 | $358,540,000 | +$17,377,894 | -$16,842,016 | +$535,878 | AAPL, MSFT, JPM, ABBV, AVGO | 13F-HR | 16 May 2022, 16:32 |
| Q4 2021 | 252 | $380,557,000 | +$18,697,146 | -$251,512,506 | -$232,815,360 | AAPL, MSFT, JPM, LRCX, AVGO | 13F-HR | 11 Feb 2022, 13:36 |
| Q3 2021 | 246 | $574,433,000 | +$11,535,935 | -$13,567,897 | -$2,031,962 | BRKA, AAPL, MSFT, JPM, LRCX | 13F-HR | 15 Nov 2021, 14:29 |
| Q2 2021 | 252 | $587,459,000 | +$26,160,975 | -$28,229,863 | -$2,068,888 | BRKA, AAPL, MSFT, JPM, LRCX | 13F-HR | 16 Aug 2021, 11:35 |
| Q1 2021 | 242 | $547,831,000 | +$21,903,815 | -$19,903,472 | +$2,000,343 | BRKA, AAPL, MSFT, JPM, LRCX | 13F-HR | 14 May 2021, 15:47 |
| Q4 2020 | 235 | $506,034,000 | +$39,701,821 | -$4,161,192 | +$35,540,629 | BRKA, AAPL, MSFT, JPM, LRCX | 13F-HR | 16 Feb 2021, 09:39 |
| Q3 2020 | 202 | $426,789,000 | +$73,959,581 | -$4,782,851 | +$69,176,730 | BRKA, AAPL, MSFT, AMZN, JPM | 13F-HR | 13 Nov 2020, 15:40 |
| Q2 2020 | 152 | $318,521,000 | +$6,834,725 | -$4,040,890 | +$2,793,835 | BRKA, AAPL, MSFT, AMZN, ADBE | 13F-HR | 27 Jul 2020, 15:00 |
| Q1 2020 | 144 | $290,350,000 | +$3,401,908 | -$13,719,188 | -$10,317,280 | BRKA, AAPL, MSFT, AMZN, JPM | 13F-HR | 12 May 2020, 16:08 |
| Q4 2019 | 167 | $373,732,000 | +$4,774,497 | -$5,994,876 | -$1,220,379 | BRKA, AAPL, MSFT, JPM, BRKB | 13F-HR | 10 Feb 2020, 12:29 |
| Q3 2019 | 166 | $343,750,000 | +$4,734,029 | -$4,899,736 | -$165,707 | BRKA, AAPL, MSFT, JPM, BRKB | 13F-HR | 13 Nov 2019, 16:26 |
| Q2 2019 | 165 | $346,476,000 | +$2,960,811 | -$4,541,827 | -$1,581,016 | BRKA, AAPL, MSFT, JPM, AMZN | 13F-HR | 06 Aug 2019, 13:03 |
| Q1 2019 | 166 | $332,112,000 | +$6,935,143 | -$5,988,124 | +$947,019 | BRKA, AAPL, MSFT, BRKB, AMZN | 13F-HR | 10 May 2019, 15:48 |
| Q4 2018 | 157 | $314,645,000 | +$3,274,853 | -$7,410,908 | -$4,136,055 | BRKA, AAPL, BRKB, JPM, MSFT | 13F-HR | 13 Feb 2019, 16:51 |
| Q3 2018 | 170 | $349,174,000 | +$4,477,582 | -$5,615,438 | -$1,137,856 | BRKA, AAPL, AMZN, MSFT, BRKB | 13F-HR | 09 Nov 2018, 16:12 |
| Q2 2018 | 171 | $318,155,000 | +$48,954,595 | -$2,025,775 | +$46,928,820 | BRKA, AAPL, AMZN, JPM, SPY | 13F-HR | 14 Aug 2018, 19:09 |
| Q1 2018 | 108 | $279,557,000 | +$1,855,743 | -$4,430,874 | -$2,575,131 | BRKA, AAPL, AMZN, MTD, V | 13F-HR | 11 May 2018, 15:06 |
| Q4 2017 | 110 | $280,790,000 | +$1,273,377 | -$3,804,517 | -$2,531,140 | BRKA, AAPL, MTD, AMZN, EPD | 13F-HR | 13 Feb 2018, 12:19 |
| Q3 2017 | 110 | $265,022,000 | +$3,273,596 | -$3,103,333 | +$170,263 | BRKA, AAPL, CELG, MTD, CUBI | 13F-HR | 13 Nov 2017, 17:13 |
| Q2 2017 | 108 | $249,029,000 | +$701,289 | -$15,097,142 | -$14,395,853 | BRKA, AAPL, MTD, CELG, EPD | 13F-HR | 08 Aug 2017, 16:54 |
| Q1 2017 | 120 | $258,197,000 | +$2,821,471 | -$4,314,423 | -$1,492,952 | BRKA, AAPL, CUBI, EPD, MTD | 13F-HR | 09 May 2017, 13:00 |
| Q4 2016 | 120 | $251,582,000 | +$5,922,619 | -$7,220,703 | -$1,298,084 | BRKA, AAPL, CUBI, EPD, CELG | 13F-HR | 13 Feb 2017, 10:28 |
| Q3 2016 | 121 | $233,880,000 | +$2,286,987 | -$4,168,739 | -$1,881,752 | BRKA, AAPL, EPD, MTD, AMZN | 13F-HR | 14 Nov 2016, 10:07 |
| Q2 2016 | 119 | $232,808,000 | +$1,114,789 | -$4,462,497 | -$3,347,708 | BRKA, AAPL, EPD, CELG, MTD | 13F-HR | 02 Aug 2016, 14:37 |
| Q1 2016 | 123 | $231,841,000 | +$5,521,218 | -$6,354,721 | -$833,503 | BRKA, AAPL, NKE, EPD, CELG | 13F-HR | 10 May 2016, 16:03 |
| Q4 2015 | 123 | $222,582,000 | +$3,541,643 | -$13,631,513 | -$10,089,870 | BRKA, AAPL, CELG, NKE, EPD | 13F-HR | 09 Feb 2016, 13:45 |
| Q3 2015 | 128 | $227,022,000 | +$3,991,547 | -$4,487,493 | -$495,946 | BRKA, AAPL, NKE, THOR, CELG | 13F-HR | 12 Nov 2015, 13:44 |
| Q2 2015 | 133 | $241,690,000 | +$3,289,426 | -$3,800,043 | -$510,617 | BRKA, AAPL, CELG, NKE, QCOM | 13F-HR | 11 Aug 2015, 15:24 |
| Q1 2015 | 135 | $252,609,000 | +$4,673,730 | -$2,686,400 | +$1,987,330 | BRKA, AAPL, CELG, QCOM, EPD | 13F-HR | 04 May 2015, 11:24 |
| Q4 2014 | 133 | $257,986,000 | +$4,325,008 | -$4,512,513 | -$187,505 | BRKA, AAPL, CELG, QCOM, EPD | 13F-HR | 06 Feb 2015, 13:48 |
| Q3 2014 | 136 | $243,219,000 | +$4,455,837 | -$1,885,341 | +$2,570,496 | BRKA, AAPL, EPD, QCOM, CELG | 13F-HR | 12 Nov 2014, 15:48 |
| Q2 2014 | 133 | $231,067,000 | +$6,865,811 | -$4,778,319 | +$2,087,492 | BRKA, QCOM, EPD, SLB, AAPL | 13F-HR | 08 Aug 2014, 15:13 |
| Q1 2014 | 136 | $225,966,000 | +$3,341,580 | -$5,246,788 | -$1,905,208 | BRKA, QCOM, EPD, SLB, AAPL | 13F-HR | 08 May 2014, 12:47 |
| Q4 2013 | 135 | $221,940,000 | $0 | $0 | $0 | BRKA, QCOM, EPD, CELG, AAPL | 13F-HR | 10 Feb 2014, 15:34 |