Berkshire Hathaway shares owned by LBMC Investment Advisors
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by LBMC Investment Advisors
from 13F filings
Historical chart of LBMC Investment Advisors investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by LBMC Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.8M | 12k | 502.74 |
| 2025-06-30 | $5.3M | 11k | 485.77 |
| 2025-03-31 | $5.6M | 10k | 532.58 |
| 2024-12-31 | $4.6M | 10k | 453.28 |
| 2024-09-30 | $4.7M | 10k | 460.26 |
| 2024-06-30 | $4.1M | 10k | 406.80 |
| 2024-03-31 | $4.3M | 10k | 420.52 |
| 2023-12-31 | $3.7M | 10k | 356.66 |
| 2023-09-30 | $3.4M | 10k | 343.04 |
| 2023-06-30 | $3.4M | 10k | 341.00 |
| 2023-03-31 | $3.1M | 10k | 308.78 |
| 2022-12-31 | $3.1M | 10k | 308.91 |
| 2022-09-30 | $2.7M | 10k | 267.07 |
| 2022-06-30 | $2.8M | 10k | 273.06 |
| 2022-03-31 | $3.7M | 10k | 352.90 |
| 2021-12-31 | $3.1M | 10k | 299.03 |
| 2021-09-30 | $2.9M | 11k | 272.98 |
| 2021-06-30 | $2.9M | 11k | 277.93 |
| 2021-03-31 | $2.7M | 11k | 255.47 |
| 2020-12-31 | $2.4M | 11k | 231.88 |
| 2020-09-30 | $2.2M | 11k | 212.93 |
| 2020-06-30 | $1.8M | 9.9k | 178.47 |
| 2020-03-31 | $1.8M | 9.9k | 182.79 |
| 2019-12-31 | $2.2M | 9.8k | 226.49 |
| 2019-09-30 | $2.2M | 10k | 207.98 |
| 2019-06-30 | $2.2M | 10k | 213.12 |
| 2019-03-31 | $2.0M | 10k | 200.92 |
| 2018-12-31 | $2.0M | 10k | 204.13 |
| 2018-09-30 | $2.2M | 10k | 214.08 |
| 2018-06-30 | $1.9M | 10k | 186.67 |
| 2018-03-31 | $2.0M | 10k | 199.51 |
| 2017-12-31 | $2.4M | 12k | 198.21 |
| 2017-09-30 | $2.2M | 12k | 183.28 |
| 2017-06-30 | $2.0M | 12k | 169.35 |
| 2017-03-31 | $2.1M | 13k | 166.69 |
| 2016-12-31 | $2.1M | 13k | 162.98 |
| 2016-09-30 | $1.9M | 13k | 144.49 |
| 2016-06-30 | $690k | 4.8k | 144.84 |
| 2016-03-31 | $695k | 4.9k | 141.98 |
| 2015-12-31 | $598k | 4.5k | 132.01 |
| 2015-09-30 | $591k | 4.5k | 130.46 |
| 2015-06-30 | $617k | 4.5k | 136.20 |
| 2015-03-31 | $654k | 4.5k | 144.37 |
| 2014-12-31 | $640k | 4.3k | 150.23 |
| 2014-09-30 | $588k | 4.3k | 138.03 |
| 2011-12-31 | $313k | 4.1k | 76.34 |