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Berkshire Hathaway shares owned by Beaumont Financial Advisors

Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Beaumont Financial Advisors from 13F filings

Historical chart of Beaumont Financial Advisors investment in Berkshire Hathaway

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All positions including Berkshire Hathaway held by Beaumont Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Berkshire Hathaway by Beaumont Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $24M 58k 420.52
2023-12-31 $21M 58k 356.66
2023-09-30 $20M 58k 350.30
2023-06-30 $20M 58k 341.00
2023-03-31 $18M 58k 308.77
2022-12-31 $18M 59k 308.90

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View all positions for Beaumont Financial Advisors

Top funds holding Berkshire Hathaway

Vanguard Group
BlackRock
Geode Capital Management
Morgan Stanley
Bill & Melinda Gates Foundation Trust
Northern Trust
Bank of New York Mellon
T. Rowe Price Associates
FMR
Jpmorgan Chase & Co
Charles Schwab Investment Management
Royal Bank of Canada
Susquehanna International
Legal & General Group
Goldman Sachs Group

View all funds holding Berkshire Hathaway