Axim Planning & Wealth
- SEC CIK
- 0001950607
- Latest filing
- Aug 13, 2026
BRK.B holding history
Berkshire Hathaway Inc in every 13F filed by Axim Planning & Wealth, 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)
- 898
- Value
- $449.4K
- % of portfolio
- 0.6%
- Quarters held
- 5
- Since Q1 2025
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 898 | $449.4K | 0.6% | −58−6.1% | Reduced | Holders |
| Q1 2026 | 956 | $458.1K | 0.6% | +234+32.4% | Added | Holders |
| Q4 2025 | 722 | $362.9K | 0.4% | +722 | New | Holders |
| Q3 2025 | 0 | $0 | 0.0% | −592−100.0% | Sold out | Holders |
| Q2 2025 | 592 | $287.6K | 0.3% | +41+7.4% | Added | Holders |
| Q1 2025 | 551 | $293.5K | 0.3% | +551 | New | Holders |