BERKSHIRE ASSET MANAGEMENT LLC/PA
CIK 949012
13F filing for Q2 2026・No. 1,424
- Holdings
- US$2.55B
- Quarter change
- +US$216.2M
- Entries
- 270
- Net bought (estimate)
- +US$65.52K
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 18
- Sold out 11
- Cut 85
- Added 110
- Corporate actions 2
- Unchanged 57
Largest holdings
270 stocks worth US$2.55B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| JPMJPMORGAN CHASE & COCOM | Added | 346,587 | US$113.45M | 4.45% |
| DELLDELL TECHNOLOGIES INCCL C | Cut | 257,813 | US$111.24M | 4.37% |
| CSCOCISCO SYS INCCOM | Added | 861,826 | US$101.23M | 3.97% |
| ABBVABBVIE INCCOM | Added | 381,518 | US$96.01M | 3.77% |
| AAPLAppleCOM | Cut | 281,752 | US$81.53M | 3.20% |
| NUENUCOR CORPCOM | Added | 361,396 | US$80.5M | 3.16% |
| MSFTMicrosoftCOM | Added | 191,328 | US$71.37M | 2.80% |
| BACBANK OF AMER CORPCOM | Added | 1,175,523 | US$66.98M | 2.63% |
| CVXCHEVRON CORPORATIONCOM | Added | 393,831 | US$65.28M | 2.56% |
| JNJJohnson & JohnsonCOM | Cut | 249,620 | US$63.4M | 2.49% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 5, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.