BERKSHIRE HATHAWAY INC-CL B · CUSIP 084670702 · CIK 2002630
As of 2026-06-30, Philip James Wealth Mangement, LLC reported 434.98K BRK.B (shares), valued at $217.66M, or 24.50% of its reported non-derivative portfolio. Filed 2026-07-27.
Verify history & sources →Shares decreased 0.32%; reported value increased 4.09%, and weight changed +0.45 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 24.50% | 434,980 | SEC filing ↗Filed Jul 27, 2026 |
| Q1 2026 | 24.05% | 436,381 | SEC filing ↗Filed Apr 28, 2026 |
| Q4 2025 | 25.51% | 438,054 | SEC filing ↗Filed Jan 20, 2026 |
| Q3 2025 | 25.94% | 442,092 | SEC filing ↗Filed Oct 24, 2025 |
| Q2 2025 | 27.62% | 445,835 | SEC filing ↗Filed Jul 18, 2025 |
| Q1 2025 | 30.76% | 474,687 | SEC filing ↗Filed Apr 24, 2025 |
| Q4 2024 | 29.27% | 499,565 | SEC filing ↗Filed Jan 31, 2025 |
| Q3 2024 | 29.28% | 518,160 | SEC filing ↗Filed Oct 31, 2024 |
| Q2 2024 | 0.25% | 926 | SEC filing ↗Filed Jul 23, 2024 |
| Q1 2024 | 0.40% | 1,337 | SEC filing ↗Filed Apr 29, 2024 |
| Q4 2023 | 0.24% | 878 | SEC filing ↗Filed Jan 29, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 0.24% | 878 | $313.15K | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Jan 29, 2024 |
| Q1 2024 | 0.40% | 1,337 | $562.24K | Shares increased 52.28%; reported value increased 79.54%, and weight changed +0.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 29, 2024 |
| Q2 2024 | 0.25% | 926 | $376.70K | Shares decreased 30.74%; reported value decreased 33.00%, and weight changed -0.15 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 23, 2024 |
| Q3 2024 | 29.28% | 518,160 | $238.49M | Shares increased 55856.80%; reported value increased 63210.40%, and weight changed +29.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 31, 2024 |
| Q4 2024 | 29.27% | 499,565 | $226.44M | Shares decreased 3.59%; reported value decreased 5.05%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 31, 2025 |
| Q1 2025 | 30.76% | 474,687 | $252.81M | Shares decreased 4.98%; reported value increased 11.64%, and weight changed +1.49 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 24, 2025 |
| Q2 2025 | 27.62% | 445,835 | $216.57M | Shares decreased 6.08%; reported value decreased 14.33%, and weight changed -3.14 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 18, 2025 |
| Q3 2025 | 25.94% | 442,092 | $222.26M | Shares decreased 0.84%; reported value increased 2.62%, and weight changed -1.68 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 24, 2025 |
| Q4 2025 | 25.51% | 438,054 | $220.19M | Shares decreased 0.91%; reported value decreased 0.93%, and weight changed -0.43 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 20, 2026 |
| Q1 2026 | 24.05% | 436,381 | $209.11M | Shares decreased 0.38%; reported value decreased 5.03%, and weight changed -1.46 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 28, 2026 |
| Q2 2026 | 24.50% | 434,980 | $217.66M | Shares decreased 0.32%; reported value increased 4.09%, and weight changed +0.45 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 27, 2026 |
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