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Todd Wealth Management, LLC’s Berkshire Hathaway Class B BRK.B Stock Holding History

Todd Wealth Management, LLC’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
Q2 		$3.1M Sell
6,186
-614
-9% -$295K 2.35% 11
2026
Q1 		$3.26M Sell
6,800
-491
-7% -$241K 2.96% 6
2025
Q4 		$3.66M Buy
+7,291
New +$3.63M 3.32% 6

Other funds holding BRK.B

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Todd Wealth Management, LLC's BRK.B Position: Q2 2026 in Review

Todd Wealth Management, LLC reduced its Berkshire Hathaway Class B (BRK.B) stake by 9% in Q2 2026, selling an estimated $295K and leaving 6,186 shares worth $3.1M. The position accounts for 2.35% of the portfolio, ranked #11.

Todd Wealth Management, LLC first reported a position in BRK.B in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.66M in Q4 2025. 4,939 funds tracked by Wall St. Rank hold BRK.B as of Q2 2026.

  • Todd Wealth Management, LLC held 6,186 shares of Berkshire Hathaway Class B worth $3.1M as of Q2 2026.
  • Todd Wealth Management, LLC sold 614 Berkshire Hathaway Class B shares in Q2 2026, an estimated $295K.
  • Berkshire Hathaway Class B made up 2.35% of Todd Wealth Management, LLC's portfolio in Q2 2026, its #11 holding.
  • Todd Wealth Management, LLC first reported a position in Berkshire Hathaway Class B in Q4 2025 and has held it in 3 quarters since.
  • Todd Wealth Management, LLC's Berkshire Hathaway Class B position peaked at $3.66M in Q4 2025.
  • 4,939 funds tracked by Wall St. Rank held Berkshire Hathaway Class B as of Q2 2026.

Based on Todd Wealth Management, LLC's 13F filing for Q2 2026, filed 7 Oct 2026.