Berkshire Hathaway shares owned by Lyell Wealth Management
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Lyell Wealth Management
from 13F filings
Historical chart of Lyell Wealth Management investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Lyell Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $12M | 23k | 502.65 |
| 2025-09-30 | $10M | 20k | 502.74 |
| 2025-06-30 | $8.2M | 17k | 485.77 |
| 2025-03-31 | $3.9M | 7.4k | 532.58 |
| 2024-12-31 | $3.0M | 6.7k | 453.28 |
| 2024-09-30 | $3.0M | 6.5k | 460.26 |
| 2024-06-30 | $2.6M | 6.5k | 406.80 |
| 2024-03-31 | $2.7M | 6.5k | 420.52 |
| 2023-12-31 | $2.3M | 6.5k | 356.66 |
| 2023-09-30 | $2.2M | 6.3k | 350.30 |
| 2023-06-30 | $2.1M | 6.3k | 341.00 |
| 2023-03-31 | $2.2M | 7.0k | 308.77 |
| 2022-12-31 | $2.2M | 7.1k | 308.90 |
| 2022-09-30 | $1.9M | 7.1k | 267.06 |
| 2022-06-30 | $1.8M | 6.8k | 272.97 |
| 2022-03-31 | $2.2M | 6.3k | 352.86 |
| 2021-12-31 | $1.9M | 6.4k | 299.06 |
| 2021-09-30 | $1.7M | 6.2k | 273.01 |
| 2021-06-30 | $1.7M | 6.2k | 277.85 |
| 2021-03-31 | $1.5M | 5.8k | 255.40 |
| 2020-12-31 | $1.4M | 5.9k | 231.89 |
| 2020-09-30 | $1.2M | 5.6k | 212.88 |
| 2020-06-30 | $1.0M | 5.7k | 178.43 |
| 2020-03-31 | $1.1M | 6.3k | 182.80 |
| 2019-12-31 | $1.4M | 6.0k | 226.50 |
| 2019-09-30 | $1.2M | 6.0k | 208.08 |
| 2019-06-30 | $1.3M | 6.0k | 213.10 |
| 2019-03-31 | $1.2M | 6.0k | 200.87 |
| 2018-12-31 | $1.2M | 6.0k | 204.21 |
| 2018-09-30 | $1.3M | 6.0k | 214.06 |
| 2018-06-30 | $1.1M | 6.0k | 186.62 |
| 2018-03-31 | $993k | 5.0k | 199.44 |
| 2017-12-31 | $961k | 4.8k | 198.31 |
| 2017-09-30 | $888k | 4.8k | 183.24 |
| 2017-06-30 | $821k | 4.8k | 169.42 |
| 2017-03-31 | $816k | 4.9k | 166.67 |