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Means Investment Company’s Berkshire Hathaway Class B BRK.B Stock Holding History

Means Investment Company’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
2022
Q1 		– Sell
-100
Closed -$32K – 199
2021
Q4 		$32K Buy
+100
New +$28.6K 0.01% 207

Other funds holding BRK.B

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Means Investment Company's BRK.B Position: Q1 2026 in Review

Means Investment Company reduced its Berkshire Hathaway Class B (BRK.B) stake by 0.4% in Q1 2026, selling an estimated $40.3K and leaving 20,479 shares worth $9.81M. The position accounts for 0.85% of the portfolio, ranked #22.

Means Investment Company first reported a position in BRK.B in Q4 2018 and has held it in 30 quarters since. The position peaked at $13.1M in Q3 2024. 4,867 funds tracked by Wall St. Rank hold BRK.B as of Q1 2026.

  • Means Investment Company held 20,479 shares of Berkshire Hathaway Class B worth $9.81M as of Q1 2026.
  • Means Investment Company sold 82 Berkshire Hathaway Class B shares in Q1 2026, an estimated $40.3K.
  • Berkshire Hathaway Class B made up 0.85% of Means Investment Company's portfolio in Q1 2026, its #22 holding.
  • Means Investment Company first reported a position in Berkshire Hathaway Class B in Q4 2018 and has held it in 30 quarters since.
  • Means Investment Company's Berkshire Hathaway Class B position peaked at $13.1M in Q3 2024.
  • 4,867 funds tracked by Wall St. Rank held Berkshire Hathaway Class B as of Q1 2026.

Based on Means Investment Company's 13F filing for Q1 2026, filed 24 Apr 2026.