BOSTON RESEARCH & MANAGEMENT INC BRK/B — Berkshire Hathaway Inc. Class B Common

Ownership history in BOSTON RESEARCH & MANAGEMENT INC  ·  91 quarters on record

AI Ownership Summary

BOSTON RESEARCH & MANAGEMENT INC reported Berkshire Hathaway Inc. Class B Common (BRK/B) in 91 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 2.52% in 2025 Q1. The latest visible filing shows BRK/B at 2.01% 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 BOSTON RESEARCH & MANAGEMENT INC's position in Berkshire Hathaway Inc. Class B Common, 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 2.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.52% 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 BOSTON RESEARCH & MANAGEMENT INC fund profile BOSTON RESEARCH & MANAGEMENT INC full holdings
How BOSTON RESEARCH & MANAGEMENT INC 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 — — — 17,672 -433 -2.4% 2.01% $8K 2026-04-10 $479.90
2025 Q4 REDUCED — — — 18,105 -901 -4.7% 2.10% $9.1M 2026-02-11 $500.02
2025 Q3 ADDED — — — 19,006 +106 +0.6% 2.11% $9.6M 2025-11-12 $502.40
2025 Q2 REDUCED — — — 18,900 -141 -0.7% 2.19% $9.2M 2025-08-12 $470.39
2025 Q1 REDUCED — — — 19,041 -575 -2.9% 2.52% $10.1M 2025-05-12 $514.30
2024 Q4 REDUCED — — — 19,616 -227 -1.1% 2.18% $8.9M 2025-02-12 $471.73
2024 Q3 REDUCED — — — 19,843 -7 -0.0% 2.15% $9.1M 2024-11-12 $466.29
2024 Q2 REDUCED — — — 19,850 -249 -1.2% 2.04% $8.1M 2024-08-13 $432.41
2024 Q1 REDUCED — — — 20,099 -16 -0.1% 2.09% $8.5M 2024-05-14 $410.24
2023 Q4 ADDED — — — 20,115 +151 +0.8% 1.90% $7.2M 2024-02-12 $397.71
81 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 BOSTON RESEARCH & MANAGEMENT INC 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 BOSTON RESEARCH & MANAGEMENT INC reported owning BRK/B?

BOSTON RESEARCH & MANAGEMENT INC reported BRK/B across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported BRK/B position in BOSTON RESEARCH & MANAGEMENT INC's portfolio?

The largest reported portfolio weight for BRK/B was 2.52% 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 BOSTON RESEARCH & MANAGEMENT INC reported 17,672 shares, equal to 2.01% of portfolio, with an estimated market value of $8K.

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

The chart compares BOSTON RESEARCH & MANAGEMENT INC'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 BOSTON RESEARCH & MANAGEMENT INC time their BRK/B position?

Based on 13F filing dates vs. subsequent BRK/B price moves, BOSTON RESEARCH & MANAGEMENT INC correctly timed 43 out of 87 reported position changes (49%). The annualised alpha on BRK/B relative to SPY over the holding period was -0.2%.

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