John Boyer Inc’s Berkshire Hathaway Class B BRK.B Stock Holding History

John Boyer Inc’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	–	Sell	-450	Closed	-$216K	–	40
2026 Q1	$216K	Sell	450 -45	-9%	-$22.1K	0.22%	40
2025 Q4	$249K	Buy	+495	New	+$246K	0.25%	37

Other funds holding BRK.B

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

John Boyer Inc's BRK.B Position: Q2 2026 in Review

John Boyer Inc sold out of Berkshire Hathaway Class B (BRK.B) in Q2 2026, closing a stake of 450 shares — an estimated $216K sold.

John Boyer Inc first reported a position in BRK.B in Q4 2025 and held it in 2 quarters. The position peaked at $249K in Q4 2025. 4,742 funds tracked by Wall St. Rank hold BRK.B as of Q2 2026.

John Boyer Inc reported no remaining Berkshire Hathaway Class B position as of Q2 2026 after selling out during the quarter.
John Boyer Inc sold 450 Berkshire Hathaway Class B shares in Q2 2026, an estimated $216K.
John Boyer Inc first reported a position in Berkshire Hathaway Class B in Q4 2025 and held it in 2 quarters.
John Boyer Inc's Berkshire Hathaway Class B position peaked at $249K in Q4 2025.
4,742 funds tracked by Wall St. Rank held Berkshire Hathaway Class B as of Q2 2026.

Based on John Boyer Inc's 13F filing for Q2 2026, filed 7 Aug 2026.