Lido Advisors
BRK.B icon

Lido Advisors’s Berkshire Hathaway Class B BRK.B Stock Holding History

Lido Advisors’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
2023
Q1 		– Sell
-3,800
Closed -$1.17M – 1159
2022
Q4 		$1.17M Hold
3,800
– – 0.01% 377
2022
Q3 		$1.01M Hold
3,800
– – 0.01% 365
2022
Q2 		$1.04M Sell
3,800
-2,200
-37% -$690K 0.01% 341
2022
Q1 		$2.12M Buy
+6,000
New +$1.94M 0.02% 253

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

Lido Advisors's BRK.B Position: Q1 2026 in Review

Lido Advisors increased its Berkshire Hathaway Class B (BRK.B) stake by 1.2% in Q1 2026, buying an estimated $1.83M and bringing the position to 325,156 shares worth $156M. The position accounts for 0.48% of the portfolio, ranked #25.

Lido Advisors first reported a position in BRK.B in Q1 2016 and has held it in 41 quarters since. The position peaked at $162M in Q4 2025. 4,853 funds tracked by Wall St. Rank hold BRK.B as of Q1 2026.

  • Lido Advisors held 325,156 shares of Berkshire Hathaway Class B worth $156M as of Q1 2026.
  • Lido Advisors bought 3,725 Berkshire Hathaway Class B shares in Q1 2026, an estimated $1.83M.
  • Berkshire Hathaway Class B made up 0.48% of Lido Advisors's portfolio in Q1 2026, its #25 holding.
  • Lido Advisors first reported a position in Berkshire Hathaway Class B in Q1 2016 and has held it in 41 quarters since.
  • Lido Advisors's Berkshire Hathaway Class B position peaked at $162M in Q4 2025.
  • 4,853 funds tracked by Wall St. Rank held Berkshire Hathaway Class B as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.