How many shares of BRK/B does AE Wealth Management LLC own?

As of 2026-Q2, AE Wealth Management LLC holds 298,883 shares of BRK/B (BERKSHIRE HATHAWAY INC-CL B).

What is AE Wealth Management LLC's BRK/B position worth?

As of 2026-Q2, AE Wealth Management LLC's BRK/B position is worth $149.6M.

Is AE Wealth Management LLC buying or selling BRK/B?

In 2026-Q2, AE Wealth Management LLC increased their BRK/B position (+8.2% change in shares).

When did AE Wealth Management LLC first buy BRK/B?

Based on available 13F filings, AE Wealth Management LLC first reported a position in BRK/B in 2019-Q1. They have held the position across 30 quarters.

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AE Wealth Management LLC

BRK/B
30 quarters

Position history for AE Wealth Management LLC's holdings in BERKSHIRE HATHAWAY INC-CL B

Current Value

$149.6M

Current Shares

298,883

Total Value Change

+$144.7M

Total Shares Change

+274,460

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	298,883	+8.2%	$149.6M	0.7%	$500.39	46
2026-Q1	Increased	276,221	+3.9%	$132.4M	0.7%	$481.36	44
2025-Q4	Decreased	265,883	-4.4%	$133.6M	0.8%	$503.71	0
2025-Q3	Increased	278,076	+12.6%	$139.8M	0.9%	$499.25	48
2025-Q2	Increased	246,971	+6.8%	$120M	0.9%	$485.68	45
2025-Q1	Increased	231,310	+3.2%	$123.2M	1.0%	$526.31	49
2024-Q4	Increased	224,212	+8.1%	$101.6M	0.9%	$452.16	46
2024-Q3	Increased	207,456	+3.9%	$95.5M	0.9%	$457.47	44
2024-Q2	Increased	199,596	+1.0%	$81.2M	0.8%	$406.80	42
2024-Q1	Decreased	197,705	-22.6%	$83.1M	0.9%	$420.52	0
2023-Q4	Increased	255,594	+28.6%	$98.5M	0.5%	$356.66	53
2023-Q3	Increased	198,719	+15.9%	$69.6M	0.4%	$350.30	41
2023-Q2	Increased	171,442	+11.8%	$58.5M	0.4%	$336.91	39
2023-Q1	Increased	153,352	+3.7%	$47.4M	0.3%	$305.08	36
2022-Q4	Increased	147,860	+3.1%	$45.7M	0.3%	$308.90	36
2022-Q3	Increased	143,403	+5.7%	$38.3M	0.3%	$269.58	37
2022-Q2	Increased	135,695	+5.8%	$37M	0.3%	$273.49	37
2022-Q1	Increased	128,239	+14.4%	$45.3M	0.3%	$357.61	40
2021-Q4	Increased	112,120	+3.9%	$33.5M	0.2%	$299.98	36
2021-Q3	Decreased	107,952	-5.5%	$29.5M	0.2%	$277.29	0
2021-Q2	Increased	114,197	+32.1%	$31.7M	0.3%	$276.21	44
2021-Q1	Decreased	86,440	-5.9%	$22.1M	0.2%	$258.19	0
2020-Q4	Increased	91,833	+2.9%	$21.3M	0.2%	$229.65	35
2020-Q3	Decreased	89,217	-4.0%	$19M	0.3%	$210.44	0
2020-Q2	Increased	92,896	+8.4%	$16.6M	0.3%	$177.19	37
2020-Q1	Increased	85,678	+0.9%	$15.7M	0.4%	$183.18	34
2019-Q4	Increased	84,871	+16.9%	$19.2M	0.4%	$225.76	39
2019-Q3	Increased	72,579	+3.9%	$15.1M	0.4%	$207.45	35
2019-Q2	Increased	69,890	+186.2%	$14.9M	0.4%	$213.17	54
2019-Q1	New	24,423	-	$4.9M	0.3%	$200.89	45

Other major holders of BRK/B: BNP PARIBAS FINANCIAL MARKETS, VANGUARD GROUP INC

BRK/B30 quarters

BRK/B
30 quarters