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Stack Financial Management, Inc

SEC CIK
0001308685
Latest filing
Aug 3, 2026

BRK.B holding history

Berkshire Hathaway Inc in every 13F filed by Stack Financial Management, Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BRK.B overviewAll 13F holders of BRK.BFull Q2 2026 holdings

Shares (Q2 2026)
119,231
Value
$59.7M
% of portfolio
4.7%
Quarters held
22
Since Q1 2021
Holdings of BRK.B by Stack Financial Management, Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026119,231$59.7M4.7%+20.0%AddedHolders
Q1 2026119,229$57.1M4.2%+505+0.4%AddedHolders
Q4 2025118,724$59.7M4.6%−288−0.2%ReducedHolders
Q3 2025119,012$59.8M5.0%−691−0.6%ReducedHolders
Q2 2025119,703$58.1M5.1%−1,793−1.5%ReducedHolders
Q1 2025121,496$64.7M5.4%−1,500−1.2%ReducedHolders
Q4 2024122,996$55.8M5.1%−1,316−1.1%ReducedHolders
Q3 2024124,312$57.2M5.1%−240−0.2%ReducedHolders
Q2 2024124,552$50.7M4.7%−679−0.5%ReducedHolders
Q1 2024125,231$52.7M4.8%−264−0.2%ReducedHolders
Q4 2023125,495$44.8M5.1%−2,027−1.6%ReducedHolders
Q3 2023127,522$44.7M5.2%+90+0.1%AddedHolders
Q2 2023127,432$43.5M4.9%+631+0.5%AddedHolders
Q1 2023126,801$39.2M4.8%+2,429+2.0%AddedHolders
Q4 2022124,372$38.4M3.9%+536+0.4%AddedHolders
Q3 2022123,836$33.1M3.5%−277−0.2%ReducedHolders
Q2 2022124,113$33.9M3.4%−1,157−0.9%ReducedHolders
Q1 2022125,270$44.2M3.6%−480−0.4%ReducedHolders
Q4 2021125,750$37.6M3.2%−182−0.1%ReducedHolders
Q3 2021125,932$34.4M3.3%−894−0.7%ReducedHolders
Q2 2021126,826$35.2M3.0%+531+0.4%AddedHolders
Q1 2021126,295$32.3M2.7%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.