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

Oakmont 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
2026
Q2 		$1.34M Buy
2,675
+700
+35% +$337K 0.93% 29
2026
Q1 		$946K Hold
1,975
– – 0.87% 37
2025
Q4 		$993K Buy
+1,975
New +$983K 0.73% 48

Other funds holding BRK.B

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T 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 $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Oakmont Investment Advisors's BRK.B Position: Q2 2026 in Review

Oakmont Investment Advisors increased its Berkshire Hathaway Class B (BRK.B) stake by 35% in Q2 2026, buying an estimated $337K and bringing the position to 2,675 shares worth $1.34M. The position accounts for 0.93% of the portfolio, ranked #29.

Oakmont Investment Advisors first reported a position in BRK.B in Q4 2025 and has held it in 3 quarters since. 4,886 funds tracked by Wall St. Rank hold BRK.B as of Q2 2026.

  • Oakmont Investment Advisors held 2,675 shares of Berkshire Hathaway Class B worth $1.34M as of Q2 2026.
  • Oakmont Investment Advisors bought 700 Berkshire Hathaway Class B shares in Q2 2026, an estimated $337K.
  • Berkshire Hathaway Class B made up 0.93% of Oakmont Investment Advisors's portfolio in Q2 2026, its #29 holding.
  • Oakmont Investment Advisors first reported a position in Berkshire Hathaway Class B in Q4 2025 and has held it in 3 quarters since.
  • 4,886 funds tracked by Wall St. Rank held Berkshire Hathaway Class B as of Q2 2026.

Based on Oakmont Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.