David Katz - Matrix Asset Advisors
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    105
Portfolio value:    $1,090,209,468
Holdings Activity Buys Sells    History
Holding/activity history for  Berkshire Hathaway CL B (BRK.B)
← All BRK.B superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 11,595 0.51 $479.20 $5,556,324 SEC
2025   Q4 11,595 0.52 Reduce 0.05% <0.01 $473.15–516.85 · VW $496.50i $5,828,227 SEC
2025   Q3 11,601 0.54 Add 0.09% <0.01 $455.19–507.66 · VW $487.69i $5,832,287 SEC
2025   Q2 11,591 0.57 $485.77 $5,630,560 SEC
2025   Q1 11,591 0.68 Reduce 7.77% 0.05 $440.10–537.63 · VW $494.44i $6,173,135 SEC
2024   Q4 12,567 0.62 Add 353.03% 0.48 $437.90–491.67 · VW $463.13i $5,696,370 SEC
2024   Q3 2,774 0.14 $460.26 $1,276,761 SEC
2024   Q2 2,774 0.13 Add 0.91% <0.01 $395.66–424.52 · VW $408.11i $1,128,000 SEC
2024   Q1 2,749 0.14 Add 0.18% <0.01 $355.94–430.00 · VW $398.72i $1,156,009 SEC
2023   Q4 2,744 0.12 Add 1.11% <0.01 $330.58–364.05 · VW $351.02i $978,675 SEC
2023   Q3 2,714 0.14 Add 1.12% <0.01 $338.41–373.34 · VW $354.76i $950,714 SEC
2023   Q2 2,684 0.13 Reduce 0.37% <0.01 $307.07–342.50 · VW $327.36i $915,244 SEC
2023   Q1 2,694 0.12 Reduce 1.28% <0.01 $292.42–321.32 · VW $307.92i $831,826 SEC
2022   Q4 2,729 0.13 Add 0.04% $259.85–319.56 · VW $299.79i $842,988 SEC
2022   Q3 2,728 0.12 Add 0.81% <0.01 $261.55–308.15 · VW $283.92i $728,000 SEC
2022   Q2 2,706 0.11 $273.10 $739,000 SEC
2022   Q1 2,706 0.13 Add 0.07% <0.01 $294.81–362.10 · VW $324.35i $955,000 SEC
2021   Q4 2,704 0.11 $298.82 $808,000 SEC
2021   Q3 2,704 0.10 $272.93 $738,000 SEC
2021   Q2 2,704 0.11 Reduce 0.95% <0.01 $254.80–295.08 · VW $279.71i $751,000 SEC
2021   Q1 2,730 0.10 Reduce 3.26% <0.01 $226.10–267.50 · VW $243.28i $697,000 SEC
2020   Q4 2,822 0.11 Add 2.84% <0.01 $197.81–234.99 · VW $219.96i $654,000 SEC
2020   Q3 2,744 0.11 Add 9.94% <0.01 $177.34–223.24 · VW $204.41i $584,000 SEC
2020   Q2 2,496 0.09 Add 1.05% <0.01 $167.04–203.33 · VW $184.04i $446,000 SEC
2020   Q1 2,470 0.10 Add 3.65% <0.01 $159.50–231.61 · VW $199.14i $452,000 SEC
2019   Q4 2,383 0.09 Add 0.08% <0.01 $201.33–228.23 · VW $217.32i $540,000 SEC
2019   Q3 2,381 0.09 Add 0.93% <0.01 $195.40–216.58 · VW $205.69i $495,000 SEC
2019   Q2 2,359 0.09 Add 0.38% <0.01 $196.89–219.16 · VW $207.72i $503,000 SEC
2019   Q1 2,350 0.08 Add 1.16% <0.01 $191.04–209.40 · VW $202.08i $472,000 SEC
2018   Q4 2,323 0.09 Add 5.11% <0.01 $186.10–224.07 · VW $209.01i $474,000 SEC
2018   Q3 2,210 0.08 Add 0.23% <0.01 $185.72–223.00 · VW $205.31i $473,000 SEC
2018   Q2 2,205 0.07 Add 0.78% <0.01 $184.75–202.77 · VW $193.03i $412,000 SEC
2018   Q1 2,188 0.07 Add 0.37% <0.01 $189.30–217.62 · VW $204.97i $436,000 SEC
2017   Q4 2,180 0.07 Add 1.68% <0.01 $180.44–200.50 · VW $191.16i $432,000 SEC
2017   Q3 2,144 0.06 Add 0.94% <0.01 $168.00–184.00 · VW $177.67i $393,000 SEC
2017   Q2 2,124 0.06 Add 1.38% <0.01 $160.93–171.95 · VW $166.30i $360,000 SEC
2017   Q1 2,095 0.06 Add 9.97% <0.01 $158.61–177.86 · VW $167.41i $349,000 SEC
2016   Q4 1,905 0.05 $162.73 $310,000 SEC
2016   Q3 1,905 0.05 Add 0.05% $140.95–151.05 · VW $146.19i $275,000 SEC
2016   Q2 1,904 0.05 Add 0.11% <0.01 $136.65–148.03 · VW $143.07i $276,000 SEC
2016   Q1 1,902 0.05 Reduce 3.84% <0.01 $123.55–143.40 · VW $132.73i $270,000 SEC
2015   Q4 1,978 0.05 Add 0.30% <0.01 $127.46–138.62 · VW $133.71i $261,000 SEC
2015   Q3 1,972 0.04 Reduce 1.05% <0.01 $125.50–144.69 · VW $134.80i $257,000 SEC
2015   Q2 1,993 0.03 Add 1.79% <0.01 $136.08–148.57 · VW $141.55i $271,000 SEC
2015   Q1 1,958 0.03 Add 2.35% <0.01 $142.50–151.69 · VW $146.22i $283,000 SEC
2014   Q4 1,913 0.03 Add 2.68% <0.01 $132.03–152.94 · VW $143.93i $287,000 SEC
2014   Q3 1,863 0.03 Add 0.70% <0.01 $122.72–142.45 · VW $133.30i $257,000 SEC
2014   Q2 1,850 0.03 $126.49 $234,000 SEC
2014   Q1 1,850 0.03 $124.86 $231,000 SEC
2013   Q4 1,850 0.03 $118.38 $219,000 SEC
2013   Q3 1,850 0.03 $113.51 $210,000 SEC
2013   Q2 1,850 0.03 Buy 0.03 $102.69–115.98 · VW $110.10i $207,000 SEC
Price snapshot:
Current price$496.85
Avg. buy price$386.36
+/- since buy28.60%
52-week low$455.19
52-week high$516.85