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Compagnie Lombard Odier SCmA’s Berkshire Hathaway Class B BRK.B Stock Holding History

Compagnie Lombard Odier SCmA’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
2019
Q2 		– Sell
-3,000
Closed -$33K – 531
2019
Q1 		$33K Hold
3,000
– – ﹤0.01% 432
2018
Q4 		$54K Hold
3,000
– – ﹤0.01% 383
2018
Q3 		$74K Hold
3,000
– – ﹤0.01% 388
2018
Q2 		$36K Hold
3,000
– – ﹤0.01% 467
2018
Q1 		$68K Buy
+3,000
New +$616K ﹤0.01% 407

Other funds holding BRK.B

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Compagnie Lombard Odier SCmA's BRK.B Position: Q2 2026 in Review

Compagnie Lombard Odier SCmA opened a new position in Berkshire Hathaway Class B (BRK.B) in Q2 2026: 66,846 shares worth $33.4M. The stake represents 0.36% of the portfolio and ranks #53 among its holdings. This is a return to the name: Compagnie Lombard Odier SCmA previously reported a position in BRK.B as recently as Q1 2025.

Compagnie Lombard Odier SCmA first reported a position in BRK.B in Q4 2013 and has held it in 42 quarters since. The position peaked at $91.3M in Q1 2025. 3,317 funds tracked by Wall St. Rank hold BRK.B as of Q2 2026.

  • Compagnie Lombard Odier SCmA held 66,846 shares of Berkshire Hathaway Class B worth $33.4M as of Q2 2026.
  • Berkshire Hathaway Class B was a new Compagnie Lombard Odier SCmA position in Q2 2026.
  • Berkshire Hathaway Class B made up 0.36% of Compagnie Lombard Odier SCmA's portfolio in Q2 2026, its #53 holding.
  • Compagnie Lombard Odier SCmA first reported a position in Berkshire Hathaway Class B in Q4 2013 and has held it in 42 quarters since.
  • Compagnie Lombard Odier SCmA's Berkshire Hathaway Class B position peaked at $91.3M in Q1 2025.
  • 3,317 funds tracked by Wall St. Rank held Berkshire Hathaway Class B as of Q2 2026.

Based on Compagnie Lombard Odier SCmA's 13F filing for Q2 2026, filed 29 Jul 2026.