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Baldwin Investment Management’s Axalta AXTA Stock Holding History

Baldwin Investment Management’s Portfolio AXTA Stock Details AXTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.17M Sell
34,322
-19,707
-36% -$593K 0.11% 100
2026
Q1 		$1.5M Sell
54,029
-4,275
-7% -$136K 0.17% 72
2025
Q4 		$1.88M Sell
58,304
-7,372
-11% -$216K 0.21% 61
2025
Q3 		$1.88M Buy
65,676
+2,450
+4% +$73.7K 0.22% 60
2025
Q2 		$1.88M Buy
63,226
+26,925
+74% +$838K 0.23% 58
2025
Q1 		$1.2M Buy
36,301
+15,770
+77% +$560K 0.14% 89
2024
Q4 		$703K Buy
+20,531
New +$773K 0.09% 124

Other funds holding AXTA

Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Baldwin Investment Management's AXTA Position: Q2 2026 in Review

Baldwin Investment Management reduced its Axalta (AXTA) stake by 36% in Q2 2026, selling an estimated $593K and leaving 34,322 shares worth $1.17M. The position accounts for 0.11% of the portfolio, ranked #100.

Baldwin Investment Management first reported a position in AXTA in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.88M in Q4 2025. 359 funds tracked by Wall St. Rank hold AXTA as of Q2 2026.

  • Baldwin Investment Management held 34,322 shares of Axalta worth $1.17M as of Q2 2026.
  • Baldwin Investment Management sold 19,707 Axalta shares in Q2 2026, an estimated $593K.
  • Axalta made up 0.11% of Baldwin Investment Management's portfolio in Q2 2026, its #100 holding.
  • Baldwin Investment Management first reported a position in Axalta in Q4 2024 and has held it in 7 quarters since.
  • Baldwin Investment Management's Axalta position peaked at $1.88M in Q4 2025.
  • 359 funds tracked by Wall St. Rank held Axalta as of Q2 2026.

Based on Baldwin Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.