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Bosun Asset Management’s Berkshire Hathaway Class B BRK.B Stock Holding History

Bosun Asset 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
2026
Q1 		– Sell
-600
Closed -$302K – 78
2025
Q4 		$302K Hold
600
– – 0.15% 61
2025
Q3 		$302K Hold
600
– – 0.15% 56
2025
Q2 		$291K Buy
+600
New +$305K 0.09% 175

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

Bosun Asset Management's BRK.B Position: Q1 2026 in Review

Bosun Asset Management reduced its Berkshire Hathaway Class B (BRK.B) stake by 0.46% in Q1 2026, selling an estimated $9.82K and leaving 4,372 shares worth $2.1M. The position accounts for 1.13% of the portfolio, ranked #14.

Bosun Asset Management first reported a position in BRK.B in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.53M in Q4 2021. 4,852 funds tracked by Wall St. Rank hold BRK.B as of Q1 2026.

  • Bosun Asset Management held 4,372 shares of Berkshire Hathaway Class B worth $2.1M as of Q1 2026.
  • Bosun Asset Management sold 20 Berkshire Hathaway Class B shares in Q1 2026, an estimated $9.82K.
  • Berkshire Hathaway Class B made up 1.13% of Bosun Asset Management's portfolio in Q1 2026, its #14 holding.
  • Bosun Asset Management first reported a position in Berkshire Hathaway Class B in Q4 2021 and has held it in 18 quarters since.
  • Bosun Asset Management's Berkshire Hathaway Class B position peaked at $3.53M in Q4 2021.
  • 4,852 funds tracked by Wall St. Rank held Berkshire Hathaway Class B as of Q1 2026.

Based on Bosun Asset Management's 13F filing for Q1 2026, filed 11 May 2026.