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Berkshire Hathaway shares owned by Taylor & Morgan Wealth Management

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

Historical chart of Taylor & Morgan Wealth Management investment in Berkshire Hathaway

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Berkshire Hathaway by Taylor & Morgan Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $251k 523 479.20
2024-09-30 $249k 541 460.26
2024-06-30 $210k 516 406.80
2024-03-31 $217k 516 420.52

More positions owned by Taylor & Morgan Wealth Management

State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust State Street Spd (SPSM)
Ishares Tr Rus Mid Cap Etf (IWR)
Apple (AAPL)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Pimco Etf Tr Active Bd Etf (BOND)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
Spdr Gold Tr Gold Shs (GLD)
Broadcom (AVGO)
Vanguard Index Fds Small Cp Etf (VB)

View all positions for Taylor & Morgan Wealth Management

Top funds holding Berkshire Hathaway

Vanguard Group
BlackRock
Vanguard Capital Management
State Street Corporation
Geode Capital Management
Morgan Stanley
Vanguard Portfolio Management
Bill & Melinda Gates Foundation Trust
Northern Trust
Charles Schwab Investment Management
Goldman Sachs Group
Bank of New York Mellon
Susquehanna International
Vanguard Fiduciary Trust
Royal Bank of Canada

View all funds holding Berkshire Hathaway