Berkshire Hathaway Inc.
MX ˙ BMV
SecurityMX:BRKB / Berkshire Hathaway Inc.
InstitutionAPCM Wealth Management for Individuals
Latest Disclosed Ownership980 shares
Latest Disclosed Value $ 469,616
APCM Wealth Management for Individuals reports 0.71% decrease in ownership of BRKB / Berkshire Hathaway Inc.

On April 24, 2026 - APCM Wealth Management for Individuals filed a 13F-HR form disclosing ownership of 980 shares of Berkshire Hathaway Inc. (MX:BRKB) valued at $469,616 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 987 shares of Berkshire Hathaway Inc.. This represents a change in shares of -0.71% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-24 2026-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 980 -7 -0.71 470 -5.44 0.0564
2026-02-13 2025-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 987 -248 -20.08 496 -20.00 0.0632
2025-10-31 2025-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,235 -301 -19.60 621 -16.89 0.0812
2025-07-29 2025-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,536 418 37.39 746 25.38 0.1069
2025-05-01 2025-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,118 98 9.61 595 28.79 0.0932
2025-01-29 2024-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,020 -20 -1.92 462 -3.35 0.0719
2024-11-04 2024-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,040 11 1.07 479 14.35 0.0718
2024-07-22 2024-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,029 -94 -8.37 419 -11.44 0.0649
2024-04-18 2024-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,123 -138 -10.94 472 5.12 0.0714
2024-01-16 2023-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,261 201 18.96 450 21.02 0.0749
2023-10-31 2023-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,060 1,060 371 0.0592
2023-02-01 2022-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 0 -1,123 -100.00 0 -100.00
2022-10-24 2022-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,123 1,123 300 0.0586
2021-07-13 2021-06-30 13F BERKSHIRE HATHAWAY INC DEL COM 084670702 0 -1,888 -100.00 0 -100.00
2021-04-13 2021-03-31 13F BERKSHIRE HATHAWAY INC DEL COM 084670702 1,888 -167 -8.13 482 1.26 0.0951
2021-01-12 2020-12-31 13F BERKSHIRE HATHAWAY INC DEL COM 084670702 2,055 -83 -3.88 476 4.62 0.0971
2020-10-06 2020-09-30 13F BERKSHIRE HATHAWAY INC DEL COM 084670702 2,138 200 10.32 455 31.50 0.1003
2020-08-14 2020-06-30 13F BERKSHIRE HATHAWAY INC DEL COM 084670702 1,938 -10 -0.51 346 -2.81 0.0816
2020-05-15 2020-03-31 13F BERKSHIRE HATHAWAY INC DEL COM 084670702 1,948 -435 -18.25 356 -34.07 0.0986
2020-02-11 2019-12-31 13F BERKSHIRE HATHAWAY INC DEL COM 084670702 2,383 2,383 540 0.0862
2019-11-15 2019-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 0 -2,883 -100.00 0 -100.00
2019-08-16 2019-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,883 0 0.00 579 0.00 0.0620
2019-05-16 2019-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,883 2,883 579 0.0620
2019-02-14 2018-12-31 13F BERKSHIRE HATHAWAY-BLK CEDEA COM 084670702 0 -2,683 -100.00 0 -100.00
2018-11-15 2018-09-30 13F BERKSHIRE HATHAWAY-BLK CEDEA COM 084670702 2,683 1,250 87.23 574 114.98 0.1727
2018-08-15 2018-06-30 13F BERKSHIRE HATHAWAY-BLK CEDEA COM 084670702 1,433 175 13.91 267 6.80 0.0854
2018-05-16 2018-03-31 13F BERKSHIRE HATHAWAY-BLK CEDEA COM 084670702 1,258 1,258 250 0.0867
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.