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BRK/B
Showing 8 of 29 quarters

Position history for AE Wealth Management LLC's holdings in BERKSHIRE HATHAWAY INC DEL

AE Wealth Management LLC holds 276,221 shares of BRK/B (BERKSHIRE HATHAWAY INC DEL), worth $132.4M as of 2026-Q1. The position was increased (+3.9% shares). BRK/B represents 0.7% of AE Wealth Management LLC's portfolio.

Current Value

$132.4M

Current Shares

276,221

Total Value Change

+$51.2M

Total Shares Change

+76,625

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
276,221
+3.9%
$132.4M0.7%$481.36
44
2025-Q4
Decreased
265,883
-4.4%
$133.6M0.8%$503.71
0
2025-Q3
Increased
278,076
+12.6%
$139.8M0.9%$499.25
48
2025-Q2
Increased
246,971
+6.8%
$120M0.9%$485.68
45
2025-Q1
Increased
231,310
+3.2%
$123.2M1.0%$526.31
49
2024-Q4
Increased
224,212
+8.1%
$101.6M0.9%$452.16
46
2024-Q3
Increased
207,456
+3.9%
$95.5M0.9%$457.47
44
2024-Q2
Increased
199,596
+1.0%
$81.2M0.8%$406.80
42

Other major holders of BRK/B: VANGUARD GROUP INC

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