Axim Planning & Wealth BRK/B — BERKSHIRE HATHAWAY INC DEL

Ownership history in Axim Planning & Wealth  ·  5 quarters on record

AI Ownership Summary

Axim Planning & Wealth reported BERKSHIRE HATHAWAY INC DEL (BRK/B) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q2. Peak portfolio weight reached 0.63% in 2026 Q2. The latest visible filing shows BRK/B at 0.63% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BRK/B ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Axim Planning & Wealth's position in BERKSHIRE HATHAWAY INC DEL, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

BRK/B was reported at 0.63% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.63% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BRK/B stock page Axim Planning & Wealth fund profile Axim Planning & Wealth full holdings
How Axim Planning & Wealth held BRK/B — position size vs. price
% of Fund (quarterly)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 898 -58 -6.1% 0.63% $449K 2026-08-14 $469.32
2026 Q1 ADDED — — — 956 +234 +32.4% 0.56% $458K 2026-05-14 $469.32
2025 Q4 ADDED — — — 722 +130 +22.0% 0.38% $363K 2026-02-13 $497.55
2025 Q2 ADDED — — — 592 +41 +7.4% 0.26% $288K 2025-08-06 $468.91
2025 Q1 INITIATED — — — 551 — — 0.26% $293K 2025-05-13 $511.88

🏢 Other funds also holding BRK/B

As of 2026 Q3 — sorted by position size

TETRAD CORP 92.27% ARMSTRONG HENRY H ASSOCIATES INC 3Y 7Y 16.59% Defender Capital, LLC. 3Y 7Y 15.65% Norman Fields, Gottscho Capital Management, LLC 3Y 7Y 14.15% Ridgewood Investments LLC 3Y 7Y 9.88% Lincoln Capital LLC 3Y 7Y 8.74% STEGINSKY CAPITAL LLC 3Y 7Y 6.02% SACKS & ASSOCIATES, LLC 5.6% Kennon-Green & Company, LLC 3Y 5.25% Peoples Bank/KS 3Y 4.95%

FAQ About Axim Planning & Wealth and BRK/B

These are the practical questions this page is built to answer before you even open the full history table.

How long has Axim Planning & Wealth reported owning BRK/B?

Axim Planning & Wealth reported BRK/B across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q2.

What was the largest reported BRK/B position in Axim Planning & Wealth's portfolio?

The largest reported portfolio weight for BRK/B was 0.63% in 2026 Q2.

What is the latest reported BRK/B position on this page?

The most recent filing on this page is 2026 Q2, when Axim Planning & Wealth reported 898 shares, equal to 0.63% of portfolio, with an estimated market value of $449K.

What does the chart on this BRK/B ownership page compare?

The chart compares Axim Planning & Wealth's quarterly BRK/B portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Axim Planning & Wealth time their BRK/B position?

Based on 13F filing dates vs. subsequent BRK/B price moves, Axim Planning & Wealth correctly timed 1 out of 4 reported position changes (25%). The annualised alpha on BRK/B relative to SPY over the holding period was -26.2%.

← Back to Axim Planning & Wealth Holdings