Li Lu’s Berkshire Hathaway Class B BRK.B Stock Holding History

Li Lu’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	$555M	Buy	1,108,318 +210,569	+23%	+$101M	14.98%	4
2026 Q1	$430M	Hold	897,749	–	–	13.44%	4
2025 Q4	$451M	Hold	897,749	–	–	12.64%	5
2025 Q3	$451M	Hold	897,749	–	–	13.97%	5
2025 Q2	$436M	Hold	897,749	–	–	16.22%	4
2025 Q1	$478M	Hold	897,749	–	–	21.61%	2
2024 Q4	$407M	Hold	897,749	–	–	15.01%	4
2024 Q3	$413M	Hold	897,749	–	–	16.71%	4
2024 Q2	$365M	Hold	897,749	–	–	14.26%	4
2024 Q1	$378M	Hold	897,749	–	–	16.7%	4
2023 Q4	$320M	Hold	897,749	–	–	15.55%	4
2023 Q3	$314M	Hold	897,749	–	–	17.28%	4
2023 Q2	$306M	Hold	897,749	–	–	17.09%	3
2023 Q1	$277M	Hold	897,749	–	–	13.59%	4
2022 Q4	$277M	Hold	897,749	–	–	14.39%	3
2022 Q3	$240M	Hold	897,749	–	–	13.75%	4
2022 Q2	$245M	Hold	897,749	–	–	13.08%	4
2022 Q1	$317M	Hold	897,749	–	–	13.32%	3
2021 Q4	$268M	Hold	897,749	–	–	10.07%	4
2021 Q3	$245M	Buy	+897,749	New	+$252M	11.41%	3

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

Li Lu's BRK.B Position: Q2 2026 in Review

Li Lu increased its Berkshire Hathaway Class B (BRK.B) stake by 23% in Q2 2026, buying an estimated $101M and bringing the position to 1,108,318 shares worth $555M. The position accounts for 14.98% of the portfolio, ranked #4.

Li Lu first reported a position in BRK.B in Q3 2021 and has held it in 20 quarters since. 4,742 funds tracked by Wall St. Rank hold BRK.B as of Q2 2026.

Li Lu held 1,108,318 shares of Berkshire Hathaway Class B worth $555M as of Q2 2026.
Li Lu bought 210,569 Berkshire Hathaway Class B shares in Q2 2026, an estimated $101M.
Berkshire Hathaway Class B made up 14.98% of Li Lu's portfolio in Q2 2026, its #4 holding.
Li Lu first reported a position in Berkshire Hathaway Class B in Q3 2021 and has held it in 20 quarters since.
4,742 funds tracked by Wall St. Rank held Berkshire Hathaway Class B as of Q2 2026.

Based on Himalaya Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.