BARTLETT & CO. WEALTH MANAGEMENT LLC BRK/B — Berkshire Hathaway Inc - Class

Ownership history in BARTLETT & CO. WEALTH MANAGEMENT LLC  ·  10 quarters on record

AI Ownership Summary

BARTLETT & CO. WEALTH MANAGEMENT LLC reported Berkshire Hathaway Inc - Class (BRK/B) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 3.15% in 2025 Q1. The latest visible filing shows BRK/B at 2.34% 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 BARTLETT & CO. WEALTH MANAGEMENT LLC's position in Berkshire Hathaway Inc - Class, 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 2.34% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.15% 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
2023 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 BARTLETT & CO. WEALTH MANAGEMENT LLC fund profile BARTLETT & CO. WEALTH MANAGEMENT LLC full holdings
How BARTLETT & CO. WEALTH MANAGEMENT LLC held BRK/B — position size vs. price
% of Fund (quarterly)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 390,838 -8,085 -2.0% 2.34% $183.1M 2026-05-06 $469.32
2025 Q4 ADDED — — — 398,923 +1,143 +0.3% 2.62% $200.5M 2026-01-22 $484.49
2025 Q3 ADDED — — — 397,780 +370 +0.1% 2.65% $200.0M 2025-10-09 $496.74
2025 Q2 REDUCED — — — 397,410 -4,636 -1.2% 2.69% $193.1M 2025-07-18 $473.80
2025 Q1 REDUCED — — — 402,046 -8,514 -2.1% 3.15% $214.1M 2025-04-24 $531.64
2024 Q4 ADDED — — — 410,560 +441 +0.1% 2.70% $186.1M 2025-01-17 $467.95
2024 Q3 REDUCED — — — 410,119 -8,922 -2.1% 2.71% $188.8M 2024-10-17 $465.85
2024 Q2 ADDED — — — 419,041 +4,707 +1.1% 2.59% $170.5M 2024-07-12 $424.44
2024 Q1 REDUCED — — — 414,334 -26,989 -6.1% 2.68% $174.2M 2024-05-09 $408.82
2023 Q4 INITIATED — — — 441,323 — — 2.27% $112.7M 2024-02-14 $398.68

🏢 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 BARTLETT & CO. WEALTH MANAGEMENT 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 BARTLETT & CO. WEALTH MANAGEMENT LLC reported owning BRK/B?

BARTLETT & CO. WEALTH MANAGEMENT LLC reported BRK/B across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported BRK/B position in BARTLETT & CO. WEALTH MANAGEMENT LLC's portfolio?

The largest reported portfolio weight for BRK/B was 3.15% 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 BARTLETT & CO. WEALTH MANAGEMENT LLC reported 390,838 shares, equal to 2.34% of portfolio, with an estimated market value of $183.1M.

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

The chart compares BARTLETT & CO. WEALTH MANAGEMENT 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 BARTLETT & CO. WEALTH MANAGEMENT LLC time their BRK/B position?

Based on 13F filing dates vs. subsequent BRK/B price moves, BARTLETT & CO. WEALTH MANAGEMENT LLC correctly timed 4 out of 9 reported position changes (44%). The annualised alpha on BRK/B relative to SPY over the holding period was -10.7%.

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