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Abbot Financial Management’s Berkshire Hathaway Class B BRK.B Stock Holding History

Abbot Financial Management’s Portfolio BRK.B Stock Details BRK.B Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-500
Closed -$116K – 136
2020
Q4 		$116K Buy
500
+100
+25% +$22K 0.07% 130
2020
Q3 		$85K Sell
400
-3,400
-89% -$695K 0.06% 121
2020
Q2 		$679K Buy
3,800
+1,000
+36% +$183K 0.47% 60
2020
Q1 		$512K Buy
+2,800
New +$595K 0.42% 64

Other funds holding BRK.B

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Abbot Financial Management's BRK.B Position: Q1 2026 in Review

Abbot Financial Management held its Berkshire Hathaway Class B (BRK.B) position steady in Q1 2026 at 1,296 shares worth $621K. The position accounts for 0.26% of the portfolio, ranked #96.

Abbot Financial Management first reported a position in BRK.B in Q4 2017 and has held it in 34 quarters since. The position peaked at $704K in Q1 2025. 4,856 funds tracked by Wall St. Rank hold BRK.B as of Q1 2026.

  • Abbot Financial Management held 1,296 shares of Berkshire Hathaway Class B worth $621K as of Q1 2026.
  • Abbot Financial Management left its Berkshire Hathaway Class B share count unchanged in Q1 2026.
  • Berkshire Hathaway Class B made up 0.26% of Abbot Financial Management's portfolio in Q1 2026, its #96 holding.
  • Abbot Financial Management first reported a position in Berkshire Hathaway Class B in Q4 2017 and has held it in 34 quarters since.
  • Abbot Financial Management's Berkshire Hathaway Class B position peaked at $704K in Q1 2025.
  • 4,856 funds tracked by Wall St. Rank held Berkshire Hathaway Class B as of Q1 2026.

Based on Abbot Financial Management's 13F filing for Q1 2026, filed 13 May 2026.