Baldwin Investment Management, LLC
Position in AXTA — Axalta Coating Systems Ltd.
CIK 1346378
WEST CONSHOHOCKEN, PA
Position in AXTA
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,174,498
-$322,105 QoQ
Shares Held
34,322
-36.5% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#159
of 356 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 70%
Shared 0%
None 30%
Common Shares in AXTA Over Time
Shares Held
Position Value (USD)
Position in Specialty Chemicals
Basic Materials · as of Jun 30, 2026Baldwin Investment Management, LLC holds $9,729,493 across 6 Specialty Chemicals names. AXTA ranks #3 (12.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LIN |
Linde PLC
|
12,444 | $6,457,689 | |
| 2 | APD |
Air Products & Chemicals, Inc.
|
4,030 | $1,181,515 | |
| 3 | AXTA |
Axalta Coating Systems Ltd.
This page
|
34,322 | $1,174,498 | |
| 4 | SHW |
Sherwin Williams Co
|
1,075 | $370,144 | |
| 5 | RPM |
Rpm International Inc/De/
|
2,750 | $305,662 | |
| 6 | WDFC |
Wd 40 Co
|
985 | $239,985 |
All Filings in AXTA
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,174,498 | 34,322 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,496,603 | 54,029 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,883,802 | 58,304 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,879,647 | 65,676 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,877,179 | 63,226 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,204,104 | 36,301 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $702,570 | 20,531 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||