Question 1

Does Williams Jones Wealth Management own BRK/B stock?

Accepted Answer

Yes. As of its Q2 2026 13F, Williams Jones Wealth Management holds 245,649 shares of BRK/B (Berkshire Hathaway), worth $122.9M.

Question 2

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

Accepted Answer

As of its Q2 2026 13F, Williams Jones Wealth Management holds 245,649 shares of BRK/B (Berkshire Hathaway).

Question 3

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

Accepted Answer

As of its Q2 2026 13F, Williams Jones Wealth Management's BRK/B position is worth $122.9M.

Question 4

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

Accepted Answer

In Q2 2026, Williams Jones Wealth Management reduced its BRK/B position by 13,629 shares (-5.3%).

Question 5

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

Accepted Answer

Williams Jones Wealth Management already held BRK/B in its Q3 2019 13F, the earliest on record, and has listed it in 28 quarterly 13F filings.

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%	$479.20	0
2025-Q4	Decreased	263,921	-1.0%	$132.7M	1.5%	$502.65	0
2025-Q3	Increased	266,607	+0.3%	$134M	1.5%	$502.74	48
2025-Q2	Decreased	265,938	-0.1%	$129.2M	1.5%	$485.77	0
2025-Q1	Decreased	266,343	-1.4%	$141.8M	1.8%	$532.58	0
2024-Q4	Decreased	270,057	-1.8%	$122.4M	1.5%	$453.28	0
2024-Q3	Increased	275,036	+0.3%	$126.6M	1.5%	$460.26	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%	$341.00	0
2023-Q1	Decreased	253,672	-0.4%	$78.3M	1.2%	$308.77	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%	$267.02	46
2022-Q2	Increased	255,656	+10.3%	$69.8M	1.1%	$273.02	51
2022-Q1	Increased	231,866	+5.3%	$81.8M	1.1%	$352.91	49
2021-Q4	Increased	220,283	+3.0%	$65.9M	0.8%	$299.00	43
2021-Q3	Decreased	213,764	-1.7%	$58.3M	0.8%	$272.94	0
2021-Q2	Decreased	217,406	-0.1%	$60.4M	0.8%	$277.92	0
2021-Q1	Decreased	217,645	-17.4%	$55.6M	0.9%	$255.47	0
2020-Q4	Decreased	263,587	-4.4%	$61.1M	1.0%	$231.87	0
2020-Q3	Decreased	275,762	-3.3%	$58.7M	1.1%	$212.94	0
2020-Q2	Decreased	285,073	-14.4%	$50.9M	1.0%	$178.51	0
2020-Q1	Decreased	333,123	-0.1%	$60.9M	1.6%	$182.83	0
2019-Q4	Increased	333,421	+0.9%	$75.5M	1.4%	$226.50	47
2019-Q3	First report	330,483	-	$68.7M	1.4%	$208.02	0

BRK/B28 quarters

BRK/B
28 quarters