Capital Fund Management (CFM)
BRK.B icon

Capital Fund Management (CFM)’s Berkshire Hathaway Class B BRK.B Stock Holding History

Capital Fund Management (CFM)’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 		$35.4M Sell
73,800
-218,300
-75% -$107M 0.16% 140
2025
Q4 		$147M Buy
292,100
+65,700
+29% +$32.7M 0.41% 22
2025
Q3 		$114M Buy
226,400
+36,100
+19% +$17.5M 0.3% 46
2025
Q2 		$92.4M Buy
190,300
+6,200
+3% +$3.15M 0.25% 73
2025
Q1 		$98M Sell
184,100
-176,000
-49% -$85.6M 0.28% 63
2024
Q4 		$163M Sell
360,100
-62,600
-15% -$28.9M 0.42% 27
2024
Q3 		$195M Buy
422,700
+125,200
+42% +$55.4M 0.53% 9
2024
Q2 		$121M Sell
297,500
-12,800
-4% -$5.23M 0.36% 56
2024
Q1 		$130M Buy
310,300
+4,000
+1% +$1.57M 0.38% 34
2023
Q4 		$109M Buy
306,300
+47,000
+18% +$16.5M 0.29% 57
2023
Q3 		$90.8M Buy
259,300
+122,500
+90% +$43.5M 0.31% 63
2023
Q2 		$46.6M Sell
136,800
-97,300
-42% -$31.8M 0.19% 138
2023
Q1 		$72.3M Buy
234,100
+178,900
+324% +$55.1M 0.35% 57
2022
Q4 		$17.1M Sell
55,200
-16,200
-23% -$4.81M 0.11% 244
2022
Q3 		$19.1M Sell
71,400
-149,500
-68% -$42.5M 0.15% 173
2022
Q2 		$60.3M Buy
220,900
+131,600
+147% +$41.3M 0.55% 17
2022
Q1 		$31.5M Sell
89,300
-136,500
-60% -$44.2M 0.26% 84
2021
Q4 		$67.5M Buy
225,800
+2,700
+1% +$773K 0.49% 19
2021
Q3 		$60.9M Buy
223,100
+16,600
+8% +$4.66M 0.45% 30
2021
Q2 		$57.4M Buy
+206,500
New +$57.7M 0.45% 35
2021
Q1 		– Sell
-48,400
Closed -$11.2M – 1286
2020
Q4 		$11.2M Buy
48,400
+37,000
+325% +$8.15M 0.11% 233
2020
Q3 		$2.43M Sell
11,400
-25,900
-69% -$5.3M 0.03% 580
2020
Q2 		$6.66M Sell
37,300
-5,500
-13% -$1M 0.11% 254
2020
Q1 		$7.83M Sell
42,800
-41,600
-49% -$8.84M 0.12% 226
2019
Q4 		$19.1M Buy
+84,400
New +$18.3M 0.15% 171
2019
Q2 		– Sell
-2,200
Closed -$442K – 1610
2019
Q1 		$442K Sell
2,200
-12,800
-85% -$2.58M ﹤0.01% 1293
2018
Q4 		$3.06M Sell
15,000
-57,100
-79% -$11.9M 0.03% 693
2018
Q3 		$15.4M Buy
72,100
+37,700
+110% +$7.74M 0.08% 353
2018
Q2 		$6.42M Sell
34,400
-138,800
-80% -$27.1M 0.03% 630
2018
Q1 		$34.5M Buy
173,200
+35,700
+26% +$7.33M 0.21% 128
2017
Q4 		$27.3M Buy
137,500
+100,700
+274% +$19.1M 0.15% 164
2017
Q3 		$6.75M Buy
36,800
+9,900
+37% +$1.75M 0.05% 450
2017
Q2 		$4.56M Sell
26,900
-47,400
-64% -$7.88M 0.04% 498
2017
Q1 		$12.4M Buy
74,300
+50,400
+211% +$8.43M 0.1% 243
2016
Q4 		$3.9M Sell
23,900
-28,400
-54% -$4.37M 0.03% 576
2016
Q3 		$7.56M Buy
52,300
+42,000
+408% +$6.14M 0.07% 331
2016
Q2 		$1.49M Buy
+10,300
New +$1.47M 0.01% 831
2016
Q1 		– Sell
-6,800
Closed -$898K – 1523
2015
Q4 		$898K Buy
6,800
+2,700
+66% +$362K 0.01% 911
2015
Q3 		$535K Sell
4,100
-13,200
-76% -$1.81M 0.01% 1014
2015
Q2 		$2.35M Sell
17,300
-23,400
-57% -$3.34M 0.03% 569
2015
Q1 		$5.87M Sell
40,700
-163,400
-80% -$24M 0.08% 301
2014
Q4 		$30.6M Sell
204,100
-74,600
-27% -$10.8M 0.36% 60
2014
Q3 		$38.5M Buy
278,700
+93,000
+50% +$12.4M 0.43% 40
2014
Q2 		$23.5M Buy
185,700
+80,600
+77% +$10.2M 0.25% 98
2014
Q1 		$13.1M Buy
105,100
+74,000
+238% +$8.65M 0.16% 146
2013
Q4 		$3.69M Sell
31,100
-50,300
-62% -$5.82M 0.05% 492
2013
Q3 		$9.24M Buy
+81,400
New +$9.39M 0.13% 203

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

Capital Fund Management (CFM)'s BRK.B Position: Q1 2026 in Review

Capital Fund Management (CFM) increased its Berkshire Hathaway Class B (BRK.B) stake by 63% in Q1 2026, buying an estimated $50.8M and bringing the position to 266,520 shares worth $128M. The position accounts for 0.58% of the portfolio, ranked #12.

Capital Fund Management (CFM) first reported a position in BRK.B in Q2 2015 and has held it in 22 quarters since. The position peaked at $133M in Q3 2023. 4,856 funds tracked by Wall St. Rank hold BRK.B as of Q1 2026.

  • Capital Fund Management (CFM) held 266,520 shares of Berkshire Hathaway Class B worth $128M as of Q1 2026.
  • Capital Fund Management (CFM) bought 103,457 Berkshire Hathaway Class B shares in Q1 2026, an estimated $50.8M.
  • Berkshire Hathaway Class B made up 0.58% of Capital Fund Management (CFM)'s portfolio in Q1 2026, its #12 holding.
  • Capital Fund Management (CFM) first reported a position in Berkshire Hathaway Class B in Q2 2015 and has held it in 22 quarters since.
  • Capital Fund Management (CFM)'s Berkshire Hathaway Class B position peaked at $133M in Q3 2023.
  • 4,856 funds tracked by Wall St. Rank held Berkshire Hathaway Class B as of Q1 2026.

Based on Capital Fund Management (CFM)'s 13F filing for Q1 2026, filed 14 May 2026.