Institutions / Baldwin Wealth Partners LLC/MA / Activity
Activity — Baldwin Wealth Partners LLC/MA
213 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Trim | Amazon.com Inc Common stock | $-5.13M | -25K -7.31% | 312,577 4.73% of portfolio | medium |
| Q1 2026 as of | Trim | Garmin Ltd Common stock | $-5.55M | -24K -30.36% | 54,867 0.92% of portfolio | medium |
| Q1 2026 as of | New | 46434G863 Common stock | $5.82M | +128K | 127,953 0.42% of portfolio | medium |
| Q1 2026 as of | Trim | Kla Corp Common stock | $-6.05M | -4K -13.41% | 26,552 2.84% of portfolio | medium |
| Q1 2026 as of | Trim | Apple Inc. Common stock | $-6.56M | -26K -6.83% | 352,224 6.49% of portfolio | medium |
| Q1 2026 as of | Trim | Microsoft Corp Common stock | $-6.63M | -18K -10.70% | 149,528 4.02% of portfolio | medium |
| Q1 2026 as of | Trim | 464287176 Common stock | $-7.30M | -66K -14.37% | 394,233 3.16% of portfolio | medium |
| Q1 2026 as of | Add | 464287804 Common stock | $7.51M | +60K +2207.93% | 63,191 0.57% of portfolio | medium |
| Q1 2026 as of | New | McKesson Corp Common stock | $10.47M | +12K | 12,104 0.76% of portfolio | medium |
| Q1 2026 as of | Trim | Accenture plc Common stock | $-11.59M | -58K -97.59% | 1,442 0.02% of portfolio | medium |
| Q1 2026 as of | Exit | Sherwin Williams Co Common stock | $-12.38M | -38K -100.00% | 0 | medium |
| Q1 2026 as of | Trim | Costco Wholesale Corp /New Common stock | $-12.81M | -13K -34.53% | 24,384 1.77% of portfolio | medium |
| Q1 2026 as of | Trim | Alphabet Inc. Common stock | $-15.07M | -52K -15.14% | 293,650 6.13% of portfolio | medium |