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Berkshire Hathaway shares owned by Whalen Wealth Management

Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Whalen Wealth Management from 13F filings

Historical chart of Whalen Wealth Management investment in Berkshire Hathaway

Tip: Access up to 7 years of quarterly data

All positions including Berkshire Hathaway held by Whalen Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Berkshire Hathaway by Whalen Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.6M 3.9k 420.52

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View all positions for Whalen Wealth Management

Top funds holding Berkshire Hathaway

Vanguard Group
BlackRock
Bill & Melinda Gates Foundation Trust
Bank of New York Mellon
Norges Bank Investment Management
T. Rowe Price Associates
Jpmorgan Chase & Co
Charles Schwab Investment Management
Royal Bank of Canada
Bank of America Corporation
Susquehanna International
Legal & General Group
Goldman Sachs Group
Dimensional Fund Advisors
Nuveen Asset Management

View all funds holding Berkshire Hathaway