Lyell Wealth Management’s Berkshire Hathaway Class A BRK.A Stock Holding History

Lyell Wealth Management’s Portfolio BRK.A Stock Details BRK.A Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.49M	Buy	+2	New	+$1.51M	0.09%	115

Other funds holding BRK.A

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Everett Harris & Co Los Angeles, California $8.46B AUM 13.48% 1-Year Est. Return

Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return

Paralel Advisors Denver, Colorado $2.47B AUM 9.07% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Davis Selected Advisers Tucson, Arizona $23.2B AUM 18.42% 1-Year Est. Return

First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

Hikari Power Tokyo, Japan $439M AUM 11.38% 1-Year Est. Return

Lyell Wealth Management's BRK.A Position: Q3 2026 in Review

Lyell Wealth Management opened a new position in Berkshire Hathaway Class A (BRK.A) in Q3 2026: 2 shares worth $1.49M. The stake represents 0.09% of the portfolio and ranks #115 among its holdings.

945 funds tracked by Wall St. Rank hold BRK.A as of Q3 2026.

Lyell Wealth Management held 2 shares of Berkshire Hathaway Class A worth $1.49M as of Q3 2026.
Berkshire Hathaway Class A was a new Lyell Wealth Management position in Q3 2026.
Berkshire Hathaway Class A made up 0.09% of Lyell Wealth Management's portfolio in Q3 2026, its #115 holding.
945 funds tracked by Wall St. Rank held Berkshire Hathaway Class A as of Q3 2026.

Based on Lyell Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.