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

Limestone Investment 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
2025
Q3 		– Sell
-20,900
Closed -$10.2M – 552
2025
Q2 		$10.2M Buy
+20,900
New +$10.6M 0.88% 30

Other funds holding BRK.B

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Limestone Investment Advisors's BRK.B Position: Q3 2025 in Review

Limestone Investment Advisors sold out of Berkshire Hathaway Class B (BRK.B) in Q3 2025, closing a stake of 930 shares — an estimated $452K sold.

Limestone Investment Advisors first reported a position in BRK.B in Q2 2025 and held it in 1 quarter. The position peaked at $452K in Q2 2025. 4,578 funds tracked by Wall St. Rank hold BRK.B as of Q3 2025.

  • Limestone Investment Advisors reported no remaining Berkshire Hathaway Class B position as of Q3 2025 after selling out during the quarter.
  • Limestone Investment Advisors sold 930 Berkshire Hathaway Class B shares in Q3 2025, an estimated $452K.
  • Limestone Investment Advisors first reported a position in Berkshire Hathaway Class B in Q2 2025 and held it in 1 quarter.
  • Limestone Investment Advisors's Berkshire Hathaway Class B position peaked at $452K in Q2 2025.
  • 4,578 funds tracked by Wall St. Rank held Berkshire Hathaway Class B as of Q3 2025.

Based on Limestone Investment Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.