TSWM
BRK.B icon

Tyler-Stone Wealth Management’s Berkshire Hathaway Class B BRK.B Stock Holding History

Tyler-Stone Wealth Management’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
2024
Q3 		– Sell
-1
Closed -$1.2K – 388
2024
Q2 		$1.2K Sell
1
-2
-67% -$817 ﹤0.01% 894
2024
Q1 		$6.45K Buy
+3
New +$1.18K ﹤0.01% 715
2022
Q4 		$1K Buy
+1
New +$297 ﹤0.01% 783

Other funds holding BRK.B

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $609B AUM 40.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Tyler-Stone Wealth Management's BRK.B Position: Q2 2025 in Review

Tyler-Stone Wealth Management increased its Berkshire Hathaway Class B (BRK.B) stake by 2.2% in Q2 2025, buying an estimated $205K and bringing the position to 18,581 shares worth $9.03M. The position accounts for 1.45% of the portfolio, ranked #14.

Tyler-Stone Wealth Management first reported a position in BRK.B in Q4 2021 and has held it in 14 quarters since. The position peaked at $9.68M in Q1 2025. 4,589 funds tracked by Wall St. Rank hold BRK.B as of Q2 2025.

  • Tyler-Stone Wealth Management held 18,581 shares of Berkshire Hathaway Class B worth $9.03M as of Q2 2025.
  • Tyler-Stone Wealth Management bought 404 Berkshire Hathaway Class B shares in Q2 2025, an estimated $205K.
  • Berkshire Hathaway Class B made up 1.45% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #14 holding.
  • Tyler-Stone Wealth Management first reported a position in Berkshire Hathaway Class B in Q4 2021 and has held it in 14 quarters since.
  • Tyler-Stone Wealth Management's Berkshire Hathaway Class B position peaked at $9.68M in Q1 2025.
  • 4,589 funds tracked by Wall St. Rank held Berkshire Hathaway Class B as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.