Question 1

How many shares of BRK/B does Williams Jones Wealth Management, LLC. own?

Accepted Answer

As of 2026-Q2, Williams Jones Wealth Management, LLC. holds 245,649 shares of BRK/B (BERKSHIRE HATHAWAY INC-CL B).

Question 2

What is Williams Jones Wealth Management, LLC.'s BRK/B position worth?

Accepted Answer

As of 2026-Q2, Williams Jones Wealth Management, LLC.'s BRK/B position is worth $122.9M.

Question 3

Is Williams Jones Wealth Management, LLC. buying or selling BRK/B?

Accepted Answer

In 2026-Q2, Williams Jones Wealth Management, LLC. decreased their BRK/B position (-5.3% change in shares).

Question 4

When did Williams Jones Wealth Management, LLC. first buy BRK/B?

Accepted Answer

Based on available 13F filings, Williams Jones Wealth Management, LLC. first reported a position in BRK/B in 2019-Q3. They have held the position across 28 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	245,649	-5.3%	$122.9M	1.4%	$500.39	0
2026-Q1	Decreased	259,278	-1.8%	$124.2M	1.5%	$481.36	0
2025-Q4	Decreased	263,921	-1.0%	$132.7M	1.5%	$503.71	0
2025-Q3	Increased	266,607	+0.3%	$134M	1.5%	$499.25	48
2025-Q2	Decreased	265,938	-0.1%	$129.2M	1.5%	$485.68	0
2025-Q1	Decreased	266,343	-1.4%	$141.8M	1.8%	$526.31	0
2024-Q4	Decreased	270,057	-1.8%	$122.4M	1.5%	$452.16	0
2024-Q3	Increased	275,036	+0.3%	$126.6M	1.5%	$457.47	47
2024-Q2	Increased	274,111	+0.0%	$111.5M	1.4%	$406.80	47
2024-Q1	Decreased	274,006	-0.2%	$115.2M	1.5%	$420.52	0
2023-Q4	Increased	274,623	+4.7%	$97.9M	1.4%	$356.66	49
2023-Q3	Increased	262,339	+3.4%	$91.9M	1.4%	$350.30	49
2023-Q2	Decreased	253,637	-0.0%	$86.5M	1.3%	$336.91	0
2023-Q1	Decreased	253,672	-0.4%	$78.3M	1.2%	$305.08	0
2022-Q4	Decreased	254,769	-0.5%	$78.7M	1.3%	$308.90	0
2022-Q3	Increased	255,964	+0.1%	$68.3M	1.2%	$269.58	46
2022-Q2	Increased	255,656	+10.3%	$69.8M	1.1%	$273.49	51
2022-Q1	Increased	231,866	+5.3%	$81.8M	1.1%	$357.61	49
2021-Q4	Increased	220,283	+3.0%	$65.9M	0.8%	$299.98	43
2021-Q3	Decreased	213,764	-1.7%	$58.3M	0.8%	$277.29	0
2021-Q2	Decreased	217,406	-0.1%	$60.4M	0.8%	$276.21	0
2021-Q1	Decreased	217,645	-17.4%	$55.6M	0.9%	$258.19	0
2020-Q4	Decreased	263,587	-4.4%	$61.1M	1.0%	$229.65	0
2020-Q3	Decreased	275,762	-3.3%	$58.7M	1.1%	$210.44	0
2020-Q2	Decreased	285,073	-14.4%	$50.9M	1.0%	$177.19	0
2020-Q1	Decreased	333,123	-0.1%	$60.9M	1.6%	$183.18	0
2019-Q4	Increased	333,421	+0.9%	$75.5M	1.4%	$225.76	47
2019-Q3	New	330,483	-	$68.7M	1.4%	$207.45	68

BRK/B28 quarters

BRK/B
28 quarters