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Berkshire Hathaway shares owned by Bullock Wealth Management Group

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

Historical chart of Bullock Wealth Management Group investment in Berkshire Hathaway

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Berkshire Hathaway by Bullock Wealth Management Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $220k 459 478.50
2025-12-31 $335k 667 502.65

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Top funds holding Berkshire Hathaway

BlackRock
Vanguard Capital Management
State Street Corporation
Geode Capital Management
Morgan Stanley
Vanguard Portfolio Management
Northern Trust
Bill & Melinda Gates Foundation Trust
Jpmorgan Chase & Co
Charles Schwab Investment Management
Sixth Street Partners Management Company
Goldman Sachs Group
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FMR
Vanguard Fiduciary Trust

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