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Berkshire Hathaway shares owned by Capstone Wealth Management Group

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

Historical chart of Capstone Wealth Management Group investment in Berkshire Hathaway

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All positions including Berkshire Hathaway held by Capstone 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 Capstone Wealth Management Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.4M 11k 502.74
2025-06-30 $5.1M 11k 485.77
2025-03-31 $5.6M 11k 532.58
2024-12-31 $4.8M 11k 453.28

More positions owned by Capstone Wealth Management Group

Apple (AAPL)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Select Sector Spdr Tr Technology (XLK)
Select Sector Spdr Tr Financial (XLF)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
NVIDIA Corporation (NVDA)
Exxon Mobil Corporation (XOM)
Ishares Tr Us Aer Def Etf (ITA)
Wheaton Precious Metals Corp (WPM)
Spdr Series Trust Bloomberg 3-12 M (BILS)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Vaneck Etf Trust Gold Miners Etf (GDX)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)
Select Sector Spdr Tr Sbi Healthcare (XLV)

View all positions for Capstone Wealth Management Group

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