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CapWealth Advisors, LLC

SEC CIK
0001531809
Latest filing
Jul 28, 2026

BRK.B holding history

Berkshire Hathaway Inc in every 13F filed by CapWealth Advisors, LLC, 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)
41,676
Value
$20.9M
% of portfolio
1.4%
Quarters held
22
Since Q1 2021
Holdings of BRK.B by CapWealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202641,676$20.9M1.4%−471−1.1%ReducedHolders
Q1 202642,147$20.2M1.5%−36,694−46.5%ReducedHolders
Q4 202578,841$39.6M2.7%−170−0.2%ReducedHolders
Q3 202579,011$39.7M2.7%−4,194−5.0%ReducedHolders
Q2 202583,205$40.4M4.0%−14,669−15.0%ReducedHolders
Q1 202597,874$52.1M5.7%+757+0.8%AddedHolders
Q4 202497,117$44.0M4.8%−2,869−2.9%ReducedHolders
Q3 202499,986$46.0M5.0%−1,845−1.8%ReducedHolders
Q2 2024101,831$41.4M5.2%−15,967−13.6%ReducedHolders
Q1 2024117,798$49.5M5.6%−1,893−1.6%ReducedHolders
Q4 2023119,691$42.7M5.2%−5,050−4.0%ReducedHolders
Q3 2023124,741$43.7M5.6%+362+0.3%AddedHolders
Q2 2023124,379$42.4M5.2%−135−0.1%ReducedHolders
Q1 2023124,514$38.4M4.8%+508+0.4%AddedHolders
Q4 2022124,006$38.3M4.5%+31,799+34.5%AddedHolders
Q3 202292,207$24.6M3.2%+688+0.8%AddedHolders
Q2 202291,519$25.0M3.0%+805+0.9%AddedHolders
Q1 202290,714$32.0M3.3%−174−0.2%ReducedHolders
Q4 202190,888$27.2M2.8%+214+0.2%AddedHolders
Q3 202190,674$24.7M2.7%+261+0.3%AddedHolders
Q2 202190,413$25.1M2.7%+499+0.6%AddedHolders
Q1 202189,914$23.0M2.6%––Holders

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