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Livermore
Livermore
ZHEN

Lyell Wealth Management, LP

SEC CIK
0001686444
Latest filing
Aug 5, 2026

BRK.B holding history

Berkshire Hathaway Inc in every 13F filed by Lyell Wealth Management, LP, 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)
24,228
Value
$12.1M
% of portfolio
0.7%
Quarters held
22
Since Q1 2021
Holdings of BRK.B by Lyell Wealth Management, LP, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202624,228$12.1M0.7%+150+0.6%AddedHolders
Q1 202624,078$11.5M0.8%+700+3.0%AddedHolders
Q4 202523,378$11.8M0.9%+3,029+14.9%AddedHolders
Q3 202520,349$10.2M0.8%+3,522+20.9%AddedHolders
Q2 202516,827$8.17M0.6%+9,452+128.2%AddedHolders
Q1 20257,375$3.93M0.4%+702+10.5%AddedHolders
Q4 20246,673$3.02M0.3%+179+2.8%AddedHolders
Q3 20246,494$2.99M0.3%00.0%UnchangedHolders
Q2 20246,494$2.64M0.3%00.0%UnchangedHolders
Q1 20246,494$2.73M0.3%−21−0.3%ReducedHolders
Q4 20236,515$2.32M0.3%+257+4.1%AddedHolders
Q3 20236,258$2.19M0.3%00.0%UnchangedHolders
Q2 20236,258$2.13M0.3%−714−10.2%ReducedHolders
Q1 20236,972$2.15M0.3%−90−1.3%ReducedHolders
Q4 20227,062$2.18M0.3%00.0%UnchangedHolders
Q3 20227,062$1.89M0.3%+303+4.5%AddedHolders
Q2 20226,759$1.84M0.3%+476+7.6%AddedHolders
Q1 20226,283$2.22M0.3%−117−1.8%ReducedHolders
Q4 20216,400$1.91M0.2%+250+4.1%AddedHolders
Q3 20216,150$1.68M0.2%−26−0.4%ReducedHolders
Q2 20216,176$1.72M0.2%+346+5.9%AddedHolders
Q1 20215,830$1.49M0.2%––Holders

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