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
2026
Q1 		$3.93M Sell
8,200
-2,600
-24% -$1.28M 0.01% 513
2025
Q4 		$5.43M Hold
10,800
– – 0.02% 448
2025
Q3 		$5.43M Buy
+10,800
New +$5.23M 0.02% 428
2025
Q2 		– Sell
-7,100
Closed -$3.47M – 1668
2025
Q1 		$3.47M Sell
7,100
-800
-10% -$389K 0.02% 412
2024
Q4 		$3.58M Sell
7,900
-1,300
-14% -$600K 0.02% 395
2024
Q3 		$417K Buy
9,200
+400
+5% +$177K ﹤0.01% 1015
2024
Q2 		$3.58M Buy
8,800
+6,600
+300% +$2.7M 0.02% 337
2024
Q1 		$925K Sell
2,200
-3,800
-63% -$1.49M 0.01% 684
2023
Q4 		$2.14M Buy
6,000
+1,000
+20% +$351K 0.01% 405
2023
Q3 		$1.67M Sell
5,000
-400
-7% -$142K 0.01% 418
2023
Q2 		$1.84M Buy
5,400
+2,200
+69% +$718K 0.01% 387
2023
Q1 		$988K Buy
3,200
+700
+28% +$216K 0.01% 484
2022
Q4 		$772K Hold
2,500
– – 0.01% 469
2022
Q3 		$667K Buy
2,500
+1,000
+67% +$285K 0.01% 471
2022
Q2 		$409K Buy
+1,500
New +$471K 0.01% 605
2021
Q2 		– Sell
-1,600
Closed -$408K – 913
2021
Q1 		$408K Hold
1,600
– – 0.01% 558
2020
Q4 		$370K Buy
1,600
+100
+7% +$22K 0.01% 561
2020
Q3 		$319K Hold
1,500
– – 0.01% 467
2020
Q2 		$267K Buy
+1,500
New +$274K 0.01% 476

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.