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Focused Wealth Management’s Berkshire Hathaway Class B BRK.B Stock Holding History

Focused Wealth 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
2018
Q3 		– Sell
-5,000
Closed -$10K – 657
2018
Q2 		$10K Buy
+5,000
New +$975K ﹤0.01% 444

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

Focused Wealth Management's BRK.B Position: Q1 2026 in Review

Focused Wealth Management increased its Berkshire Hathaway Class B (BRK.B) stake by 2.9% in Q1 2026, buying an estimated $147K and bringing the position to 10,603 shares worth $5.08M. The position accounts for 0.53% of the portfolio, ranked #32.

Focused Wealth Management first reported a position in BRK.B in Q3 2013 and has held it in 47 quarters since. The position peaked at $5.48M in Q1 2025. 4,854 funds tracked by Wall St. Rank hold BRK.B as of Q1 2026.

  • Focused Wealth Management held 10,603 shares of Berkshire Hathaway Class B worth $5.08M as of Q1 2026.
  • Focused Wealth Management bought 300 Berkshire Hathaway Class B shares in Q1 2026, an estimated $147K.
  • Berkshire Hathaway Class B made up 0.53% of Focused Wealth Management's portfolio in Q1 2026, its #32 holding.
  • Focused Wealth Management first reported a position in Berkshire Hathaway Class B in Q3 2013 and has held it in 47 quarters since.
  • Focused Wealth Management's Berkshire Hathaway Class B position peaked at $5.48M in Q1 2025.
  • 4,854 funds tracked by Wall St. Rank held Berkshire Hathaway Class B as of Q1 2026.

Based on Focused Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.