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Berkshire Hathaway shares owned by Brass Tax Wealth Management

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

Historical chart of Brass Tax Wealth Management investment in Berkshire Hathaway

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

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Quarterly reported holdings in Berkshire Hathaway by Brass Tax Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.4M 4.7k 502.74
2025-06-30 $2.1M 4.3k 485.77
2025-03-31 $2.3M 4.3k 532.58
2024-12-31 $1.0M 2.3k 453.28
2024-09-30 $1.0M 2.2k 460.26
2024-06-30 $238k 586 406.80

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View all positions for Brass Tax Wealth Management

Top funds holding Berkshire Hathaway

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Morgan Stanley
Bill & Melinda Gates Foundation Trust
Northern Trust
Canerector
Jpmorgan Chase & Co
Bank of New York Mellon
Charles Schwab Investment Management
Susquehanna International
Royal Bank of Canada
Goldman Sachs Group
FMR

View all funds holding Berkshire Hathaway