Evercore Wealth Management, LLC

SEC CIK: 0001482689
Latest filing: Aug 14, 2026

SEC filings (opens in a new tab)

BRK.B holding history

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

BRK.B overview All 13F holders of BRK.B Full Q2 2026 holdings

Shares (Q2 2026): 251,501
Value: $125.8M
% of portfolio: 1.8%
Quarters held: 22; Since Q1 2021

Holdings of BRK.B by Evercore Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	251,501	$125.8M	1.8%	−6,157−2.4%	Reduced	Holders
Q1 2026	257,658	$123.5M	1.9%	−8,789−3.3%	Reduced	Holders
Q4 2025	266,447	$133.9M	2.0%	−1,878−0.7%	Reduced	Holders
Q3 2025	268,325	$134.9M	2.0%	−3,342−1.2%	Reduced	Holders
Q2 2025	271,667	$132.0M	2.1%	−3,012−1.1%	Reduced	Holders
Q1 2025	274,679	$146.3M	2.4%	−4,763−1.7%	Reduced	Holders
Q4 2024	279,442	$126.7M	1.9%	−3,874−1.4%	Reduced	Holders
Q3 2024	283,316	$130.4M	2.0%	−4,762−1.7%	Reduced	Holders
Q2 2024	288,078	$117.2M	1.8%	−3,358−1.2%	Reduced	Holders
Q1 2024	291,436	$122.6M	1.9%	−2,309−0.8%	Reduced	Holders
Q4 2023	293,745	$104.8M	1.8%	−1,016−0.3%	Reduced	Holders
Q3 2023	294,761	$103.3M	1.9%	−1,448−0.5%	Reduced	Holders
Q2 2023	296,209	$101.0M	1.9%	+1,957+0.7%	Added	Holders
Q1 2023	294,252	$90.9M	1.8%	−3,963−1.3%	Reduced	Holders
Q4 2022	298,215	$92.1M	1.9%	−660−0.2%	Reduced	Holders
Q3 2022	298,875	$79.8M	1.8%	+3,488+1.2%	Added	Holders
Q2 2022	295,387	$80.6M	1.7%	−1,446−0.5%	Reduced	Holders
Q1 2022	296,833	$104.8M	1.9%	−219−0.1%	Reduced	Holders
Q4 2021	297,052	$88.8M	1.4%	−232−0.1%	Reduced	Holders
Q3 2021	297,284	$81.1M	1.5%	−3,813−1.3%	Reduced	Holders
Q2 2021	301,097	$83.7M	1.5%	−671−0.2%	Reduced	Holders
Q1 2021	301,768	$77.1M	1.5%	–	–	Holders

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