Latest BALDWIN BROTHERS INC/MA Stock Portfolio

BALDWIN BROTHERS INC/MA Performance:

2026 Q1: -2.85%YTD: -2.85%2025: 11.2%

Performance for 2026 Q1 is -2.85%, and YTD is -2.85%, and 2025 is 11.2%.

About BALDWIN BROTHERS INC/MA and 13F Hedge Fund Stock Holdings

On 2026-04-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, BALDWIN WEALTH PARTNERS LLC/MA reported an equity portfolio of $1.4 Billions as of 31 Mar, 2026.

The top stock holdings of BALDWIN WEALTH PARTNERS LLC/MA are AAPL, GOOG, . The fund has invested 6.5% of it's portfolio in APPLE INC and 6.1% of portfolio in ALPHABET INC.

The fund managers got completely rid off SHERWIN WILLIAMS CO (SHW), BAIDU INC (BIDU) and GXO LOGISTICS INCORPORATED (GXO) stocks. They significantly reduced their stock positions in ACCENTURE PLC IRELAND (ACN), EATON CORP PLC (ETN) and BROADCOM INC (AVGO). BALDWIN WEALTH PARTNERS LLC/MA opened new stock positions in MCKESSON CORP (MCK), ISHARES INC (EMGF) and ADVISORS INNER CIRCLE FD III (RAYD). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (IJR), SPDR INDEX SHS FDS (EEMX) and SELECT SECTOR SPDR TR (XLB).

BALDWIN BROTHERS INC/MA Annual Return Estimates Vs S&P 500

Our best estimate is that BALDWIN WEALTH PARTNERS LLC/MA made a return of -2.85% in the last quarter. In trailing 12 months, it's portfolio return was 11.1%.

Performance
S&P 500

New Buys

Ticker	$ Bought
mckesson corp	10,474,300
ishares inc	5,818,020
advisors inner circle fd iii	4,520,330
ares capital corp	3,557,650
american elec pwr co inc	564,299
versant media group inc	466,452
spdr index shs fds	351,920
alcoa corp	315,068

New stocks bought by BALDWIN BROTHERS INC/MA

Additions

Ticker	% Inc.
ishares tr	2,207
spdr index shs fds	473
select sector spdr tr	38.55
global x fds	24.73
vaneck etf trust	23.91
goldman sachs etf tr	22.11
veeva sys inc	14.86
fedex corp	13.00

Additions to existing portfolio by BALDWIN BROTHERS INC/MA

Reductions

Ticker	% Reduced
accenture plc ireland	-97.59
eaton corp plc	-82.56
broadcom inc	-69.19
merck & co inc	-59.68
teleflex incorporated	-49.96
series portfolios tr	-43.59
first tr exchange trad fd vi	-39.85
mettler toledo international	-38.93

BALDWIN BROTHERS INC/MA reduced stake in above stock

Sold off

Ticker	$ Sold
nu hldgs ltd	-1,111,250
cohen & steers ltd duration	-1,066,820
lineage inc	-1,441,760
goldman sachs bdc inc	-380,053
sherwin williams co	-12,375,300
gxo logistics incorporated	-1,676,950
hims & hers health inc	-851,266
novo-nordisk a s	-1,172,070

BALDWIN BROTHERS INC/MA got rid off the above stocks

Sector Distribution

BALDWIN WEALTH PARTNERS LLC/MA has about 26.4% of it's holdings in Others sector.

Sector	%
Others	26.4
Technology	24.7
Financial Services	9.6
Industrials	8.1
Consumer Cyclical	7.4
Communication Services	7.4
Healthcare	5.5
Energy	4.1
Consumer Defensive	3.8
Utilities	1.8

Market Cap. Distribution

BALDWIN WEALTH PARTNERS LLC/MA has about 72.2% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
MEGA-CAP	42.2
LARGE-CAP	30
UNALLOCATED	26.4
MID-CAP	1.1

Stocks belong to which Index?

About 71.9% of the stocks held by BALDWIN WEALTH PARTNERS LLC/MA either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	70.7
Others	28.1
RUSSELL 2000	1.2

Top 5 Winners (%)		%
XOM	exxon mobil corp	39.7 %
COP	conocophillips	37.9 %
CVX	chevron corporation	35.5 %
EOG	eog res inc	35.5 %
	ge vernova inc	33.6 %

Top 5 Winners ($)		$
KLAC	kla corp	7.4 M
XOM	exxon mobil corp	6.1 M
COST	costco wholesale corporation	4.1 M
CVX	chevron corporation	3.8 M
ASML	asml hldg nv	3.8 M

Top 5 Losers (%)		%
INTU	intuit	-33.1 %
ADBE	adobe inc	-29.3 %
QCOM	qualcomm inc	-24.7 %
BX	blackstone inc	-24.4 %
ORCL	oracle corp	-24.1 %

Top 5 Losers ($)		$
MSFT	microsoft corp	-18.0 M
BX	blackstone inc	-8.8 M
GOOG	alphabet inc	-8.1 M
AMZN	amazon com inc	-7.3 M
AAPL	apple inc	-6.6 M

BALDWIN BROTHERS INC/MA Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of BALDWIN BROTHERS INC/MA

BALDWIN WEALTH PARTNERS LLC/MA has 222 stocks in it's portfolio. About 44% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. KLAC was the most profitable stock for BALDWIN WEALTH PARTNERS LLC/MA last quarter.

Last Reported on: 14 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AA	alcoa corp	0.02	4,750	315,068	new

AAPL	apple inc	6.49	352,224	89,390,900	reduced	-6.83

AAXJ	ishares tr	0.02	2,640	281,160	unchanged	0.00

AB	alliancebernstein hldg l p	0.04	14,525	543,816	reduced	-17.12

ABBV	abbvie inc	0.10	6,513	1,416,510	reduced	-14.85

ABT	abbott laboratories	0.04	6,080	624,233	reduced	-12.4

ACES	alps etf tr	0.80	208,811	10,991,800	reduced	-3.00

ACN	accenture plc ireland	0.02	1,442	285,934	reduced	-97.59

ACWV	ishares inc	0.03	10,610	376,231	unchanged	0.00

ADBE	adobe inc	0.14	7,752	1,884,360	reduced	-7.88

ADI	analog devices inc	1.49	64,331	20,466,300	reduced	-4.79

ADP	automatic data processing in	0.13	9,106	1,850,160	reduced	-14.67

AEM	agnico eagle mines ltd	0.02	1,500	304,470	unchanged	0.00

AEP	american elec pwr co inc	0.04	4,305	564,299	new

AFK	vaneck etf trust	0.16	24,004	2,202,850	reduced	-3.65

AFK	vaneck etf trust	0.02	2,750	330,110	reduced	-26.67

AGNG	global x fds	0.09	13,365	1,203,920	reduced	-22.18

AGNG	global x fds	0.06	11,600	885,660	added	24.73

AGNG	global x fds	0.04	9,878	478,392	reduced	-36.99

AGZD	wisdomtree tr	0.04	13,070	533,256	unchanged	0.00