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Marathon Wealth Advisors LLC’s Berkshire Hathaway Class B BRK.B Stock Holding History

Marathon Wealth Advisors LLC’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 		$3.27M Buy
6,531
+47
+0.7% +$22.6K 1.12% 31
2026
Q1 		$3.11M Buy
6,484
+141
+2% +$69.2K 1.27% 31
2025
Q4 		$3.19M Buy
+6,343
New +$3.16M 1.27% 29

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

Marathon Wealth Advisors LLC's BRK.B Position: Q2 2026 in Review

Marathon Wealth Advisors LLC increased its Berkshire Hathaway Class B (BRK.B) stake by 0.72% in Q2 2026, buying an estimated $22.6K and bringing the position to 6,531 shares worth $3.27M. The position accounts for 1.12% of the portfolio, ranked #31.

Marathon Wealth Advisors LLC first reported a position in BRK.B in Q4 2025 and has held it in 3 quarters since. 4,925 funds tracked by Wall St. Rank hold BRK.B as of Q2 2026.

  • Marathon Wealth Advisors LLC held 6,531 shares of Berkshire Hathaway Class B worth $3.27M as of Q2 2026.
  • Marathon Wealth Advisors LLC bought 47 Berkshire Hathaway Class B shares in Q2 2026, an estimated $22.6K.
  • Berkshire Hathaway Class B made up 1.12% of Marathon Wealth Advisors LLC's portfolio in Q2 2026, its #31 holding.
  • Marathon Wealth Advisors LLC first reported a position in Berkshire Hathaway Class B in Q4 2025 and has held it in 3 quarters since.
  • 4,925 funds tracked by Wall St. Rank held Berkshire Hathaway Class B as of Q2 2026.

Based on Marathon Wealth Advisors LLC's 13F filing for Q2 2026, filed 11 Sep 2026.