Berkshire Hathaway shares owned by Lodestone Wealth Management
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Lodestone Wealth Management
from 13F filings
Historical chart of Lodestone Wealth Management investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Lodestone Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.2M | 6.4k | 502.70 |
| 2025-06-30 | $3.1M | 6.5k | 485.73 |
| 2025-03-31 | $4.1M | 7.8k | 532.58 |
| 2024-12-31 | $3.6M | 8.0k | 453.28 |
| 2024-09-30 | $3.8M | 8.2k | 460.26 |
| 2024-06-30 | $3.4M | 8.3k | 406.80 |
| 2024-03-31 | $3.5M | 8.4k | 420.49 |
| 2023-12-31 | $3.0M | 8.5k | 356.66 |
| 2023-09-30 | $2.9M | 8.3k | 350.28 |
| 2023-06-30 | $2.8M | 8.3k | 340.98 |
| 2023-03-31 | $2.6M | 8.3k | 308.75 |
| 2022-12-31 | $2.6M | 8.3k | 308.88 |
More positions owned by Lodestone Wealth Management
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