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Baldwin Investment Management’s GXO Logistics GXO Stock Holding History

Baldwin Investment Management’s Portfolio GXO Stock Details GXO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$462K Sell
9,117
-5,550
-38% -$287K 0.04% 169
2026
Q1 		$760K Sell
14,667
-325
-2% -$18.6K 0.09% 126
2025
Q4 		$789K Sell
14,992
-197
-1% -$10.4K 0.09% 128
2025
Q3 		$803K Buy
15,189
+340
+2% +$17.5K 0.09% 127
2025
Q2 		$723K Buy
14,849
+4,400
+42% +$175K 0.09% 131
2025
Q1 		$408K Buy
10,449
+2,488
+31% +$104K 0.05% 163
2024
Q4 		$346K Buy
7,961
+2,883
+57% +$159K 0.05% 167
2024
Q3 		$264K Sell
5,078
-2,484
-33% -$126K 0.03% 194
2024
Q2 		$382K Sell
7,562
-2,800
-27% -$141K 0.05% 165
2024
Q1 		$557K Buy
10,362
+3,640
+54% +$197K 0.08% 148
2023
Q4 		$411K Sell
6,722
-4,815
-42% -$270K 0.06% 149
2023
Q3 		$677K Sell
11,537
-288
-2% -$18K 0.11% 116
2023
Q2 		$743K Sell
11,825
-780
-6% -$43.8K 0.12% 113
2023
Q1 		$636K Buy
12,605
+1,550
+14% +$77.1K 0.11% 123
2022
Q4 		$472K Sell
11,055
-225
-2% -$9.02K 0.09% 138
2022
Q3 		$395K Sell
11,280
-8,600
-43% -$380K 0.08% 142
2022
Q2 		$860K Sell
19,880
-4,030
-17% -$223K 0.16% 103
2022
Q1 		$1.71M Buy
23,910
+6,090
+34% +$487K 0.26% 68
2021
Q4 		$1.62M Buy
17,820
+3,510
+25% +$315K 0.25% 72
2021
Q3 		$1.12M Buy
+14,310
New +$1.12M 0.2% 88

Other funds holding GXO

OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SHIM
Spruce House Investment Management New York $3.4B AUM 30.65% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

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

Baldwin Investment Management reduced its GXO Logistics (GXO) stake by 38% in Q2 2026, selling an estimated $287K and leaving 9,117 shares worth $462K. The position accounts for 0.04% of the portfolio, ranked #169.

Baldwin Investment Management first reported a position in GXO in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.71M in Q1 2022. 479 funds tracked by Wall St. Rank hold GXO as of Q2 2026.

  • Baldwin Investment Management held 9,117 shares of GXO Logistics worth $462K as of Q2 2026.
  • Baldwin Investment Management sold 5,550 GXO Logistics shares in Q2 2026, an estimated $287K.
  • GXO Logistics made up 0.04% of Baldwin Investment Management's portfolio in Q2 2026, its #169 holding.
  • Baldwin Investment Management first reported a position in GXO Logistics in Q3 2021 and has held it in 20 quarters since.
  • Baldwin Investment Management's GXO Logistics position peaked at $1.71M in Q1 2022.
  • 479 funds tracked by Wall St. Rank held GXO Logistics as of Q2 2026.

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