Blankinship & Foster, LLC BRK/B — BERKSHIRE HATHAWAY INC DEL

Ownership history in Blankinship & Foster, LLC  ·  36 quarters on record

AI Ownership Summary

Blankinship & Foster, LLC reported BERKSHIRE HATHAWAY INC DEL (BRK/B) in 36 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.9% in 2025 Q1. The latest visible filing shows BRK/B at 0.76% 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 Blankinship & Foster, 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 0.76% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.9% 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 Blankinship & Foster, LLC fund profile Blankinship & Foster, LLC full holdings
How Blankinship & Foster, LLC held BRK/B — position size vs. price
% of Fund (quarterly)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 7,151 -2 -0.0% 0.76% $3.4M 2026-04-17 $474.58
2025 Q4 REDUCED — — — 7,153 -4 -0.1% 0.78% $3.6M 2026-01-23 $478.97
2025 Q3 ADDED — — — 7,157 +27 +0.4% 0.79% $3.6M 2025-11-03 $475.68
2025 Q2 ADDED — — — 7,130 +418 +6.2% 0.81% $3.5M 2025-08-08 $465.40
2025 Q1 REDUCED — — — 6,712 -32 -0.5% 0.90% $3.6M 2025-05-06 $512.33
2024 Q4 REDUCED — — — 6,744 -1,091 -13.9% 0.75% $3.1M 2025-02-07 $472.74
2024 Q3 ADDED — — — 7,835 +2,376 +43.5% 0.59% $3.6M 2024-11-25 $477.43
2024 Q2 REDUCED — — — 5,459 -13 -0.2% 0.60% $2.3M 2024-08-14 $438.47
2023 Q4 ADDED — — — 5,472 +100 +1.9% 0.56% $2.0M 2024-02-09 $398.36
27 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 Blankinship & Foster, 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 Blankinship & Foster, LLC reported owning BRK/B?

Blankinship & Foster, LLC reported BRK/B across 9 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

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

The largest reported portfolio weight for BRK/B was 0.90% 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 Blankinship & Foster, LLC reported 7,151 shares, equal to 0.76% of portfolio, with an estimated market value of $3.4M.

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

The chart compares Blankinship & Foster, 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 Blankinship & Foster, LLC time their BRK/B position?

Based on 13F filing dates vs. subsequent BRK/B price moves, Blankinship & Foster, LLC correctly timed 18 out of 29 reported position changes (62%). The annualised alpha on BRK/B relative to SPY over the holding period was -2.1%.

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