SWEENEY & MICHEL, LLC BRK/B — BERKSHIRE HATHAWAY INC DEL

Ownership history in SWEENEY & MICHEL, LLC  ·  11 quarters on record

AI Ownership Summary

SWEENEY & MICHEL, LLC reported BERKSHIRE HATHAWAY INC DEL (BRK/B) in 11 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 4.33% in 2025 Q1. The latest visible filing shows BRK/B at 2.85% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

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 SWEENEY & MICHEL, 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 2.85% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.33% in 2025 Q1

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

Time in book
Holding Window
2024 Q1 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 SWEENEY & MICHEL, LLC fund profile SWEENEY & MICHEL, LLC full holdings
How SWEENEY & MICHEL, LLC held BRK/B — position size vs. price
% of Fund (quarterly)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 20,164 +10 +0.0% 2.85% $9.7M 2026-04-16 $475.12
2025 Q4 ADDED — — — 20,154 +80 +0.4% 2.97% $10.1M 2026-02-13 $497.55
2025 Q3 ADDED — — — 20,074 +25 +0.1% 3.30% $9.8M 2025-11-13 $513.11
2025 Q2 REDUCED — — — 20,049 -53 -0.3% 3.39% $9.5M 2025-07-14 $476.31
2025 Q1 REDUCED — — — 20,102 -361 -1.8% 4.33% $9.9M 2025-04-09 $521.41
2024 Q3 ADDED — — — 20,463 +35 +0.2% 3.75% $9.5M 2024-10-21 $464.16
2024 Q2 ADDED — — — 20,428 +19 +0.1% 3.58% $8.4M 2024-07-10 $413.79
2024 Q1 REDUCED — — — 20,409 -630 -3.0% 3.71% $8.4M 2024-05-16 $413.12
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 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 SWEENEY & MICHEL, 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 SWEENEY & MICHEL, LLC reported owning BRK/B?

SWEENEY & MICHEL, LLC reported BRK/B across 8 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported BRK/B position in SWEENEY & MICHEL, LLC's portfolio?

The largest reported portfolio weight for BRK/B was 4.33% in 2025 Q1.

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

The most recent filing on this page is 2026 Q1, when SWEENEY & MICHEL, LLC reported 20,164 shares, equal to 2.85% of portfolio, with an estimated market value of $9.7M.

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

The chart compares SWEENEY & MICHEL, 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 SWEENEY & MICHEL, LLC time their BRK/B position?

Based on 13F filing dates vs. subsequent BRK/B price moves, SWEENEY & MICHEL, LLC correctly timed 5 out of 9 reported position changes (56%). The annualised alpha on BRK/B relative to SPY over the holding period was -6.4%.

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