Meriwether Wealth & Planning, LLC BRK/B — BERKSHIRE HATHAWAY INC DEL

Ownership history in Meriwether Wealth & Planning, LLC  ·  6 quarters on record

AI Ownership Summary

Meriwether Wealth & Planning, LLC reported BERKSHIRE HATHAWAY INC DEL (BRK/B) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 2.01% in 2024 Q4. The latest visible filing shows BRK/B at 1.65% 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 Meriwether Wealth & Planning, LLC'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 Q1

BRK/B was reported at 1.65% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.01% in 2024 Q4

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

Time in book
Holding Window
2024 Q4 to 2026 Q1

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 Meriwether Wealth & Planning, LLC fund profile Meriwether Wealth & Planning, LLC full holdings
How Meriwether Wealth & Planning, LLC held BRK/B — position size vs. price
% of Fund (quarterly)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 6,290 +140 +2.3% 1.65% $3.0M 2026-04-09 $485.20
2025 Q4 REDUCED — — — 6,150 -6 -0.1% 1.74% $3.1M 2026-01-14 $493.15
2025 Q3 ADDED — — — 6,156 +1,006 +19.5% 1.79% $3.1M 2025-10-15 $496.39
2025 Q2 REDUCED — — — 5,150 -548 -9.6% 1.57% $2.5M 2025-07-11 $475.86
2025 Q1 REDUCED — — — 5,698 -518 -8.3% 1.98% $3.0M 2025-04-21 $506.92
2024 Q4 INITIATED — — — 6,216 — — 2.01% $2.8M 2025-02-07 $472.74

🏢 Other funds also holding BRK/B

As of 2026 Q1 — sorted by position size

TETRAD CORP 92.15% 1922 Investment Co LLC 3Y 7Y 84.86% CHECK CAPITAL MANAGEMENT INC/CA 3Y 7Y 52.8% Cook & Bynum Capital Management, LLC 3Y 7Y 42.7% Templeton & Phillips Capital Management, LLC 3Y 36.02% Aquamarine Zurich AG 3Y 34.57% Ardent Capital Management, Inc. 3Y 32.73% Asset Management Advisors, LLC 3Y 7Y 32.43% United American Securities Inc. (d/b/a UAS Asset Management) 3Y 7Y 31.97% Pacifica Capital Investments, LLC 3Y 7Y 30.79%

FAQ About Meriwether Wealth & Planning, LLC 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 Meriwether Wealth & Planning, LLC reported owning BRK/B?

Meriwether Wealth & Planning, LLC reported BRK/B across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

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

The largest reported portfolio weight for BRK/B was 2.01% in 2024 Q4.

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

The most recent filing on this page is 2026 Q1, when Meriwether Wealth & Planning, LLC reported 6,290 shares, equal to 1.65% of portfolio, with an estimated market value of $3.0M.

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

The chart compares Meriwether Wealth & Planning, LLC'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 Meriwether Wealth & Planning, LLC time their BRK/B position?

Based on 13F filing dates vs. subsequent BRK/B price moves, Meriwether Wealth & Planning, LLC correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on BRK/B relative to SPY over the holding period was -9.2%.

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