BROWN, LISLE/CUMMINGS, INC. BRK/B BERKSHIRE HATHAWAY INC DEL

Ownership history in BROWN, LISLE/CUMMINGS, INC.  ·  8 quarters on record

AI Ownership Summary

BROWN, LISLE/CUMMINGS, INC. reported BERKSHIRE HATHAWAY INC DEL (BRK/B) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 1.59% in 2025 Q1. The latest visible filing shows BRK/B at 1.26% 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 BROWN, LISLE/CUMMINGS, INC.'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 1.26% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.59% 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 Q2 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.

How BROWN, LISLE/CUMMINGS, INC. 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 10,539 +144 +1.4% 1.26% $5.1M 2026-04-20 $472.08
2025 Q4 ADDED 10,395 +75 +0.7% 1.29% $5.2M 2026-01-23 $478.97
2025 Q3 REDUCED 10,320 -35 -0.3% 1.33% $5.2M 2025-10-10 $489.13
2025 Q2 ADDED 10,355 +36 +0.3% 1.34% $5.0M 2025-07-16 $471.31
2025 Q1 ADDED 10,319 +1,006 +10.8% 1.59% $5.5M 2025-04-22 $520.79
2024 Q4 REDUCED 9,313 -232 -2.4% 1.26% $4.2M 2025-01-27 $474.70
2024 Q3 REDUCED 9,545 -200 -2.1% 1.33% $4.4M 2024-10-18 $464.80
2024 Q2 INITIATED 9,745 1.29% $4.0M 2024-07-17 $445.61

FAQ About BROWN, LISLE/CUMMINGS, 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 BROWN, LISLE/CUMMINGS, INC. reported owning BRK/B?

BROWN, LISLE/CUMMINGS, INC. reported BRK/B across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported BRK/B position in BROWN, LISLE/CUMMINGS, INC.'s portfolio?

The largest reported portfolio weight for BRK/B was 1.59% 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 BROWN, LISLE/CUMMINGS, INC. reported 10,539 shares, equal to 1.26% of portfolio, with an estimated market value of $5.1M.

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

The chart compares BROWN, LISLE/CUMMINGS, 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 BROWN, LISLE/CUMMINGS, INC. time their BRK/B position?

Based on 13F filing dates vs. subsequent BRK/B price moves, BROWN, LISLE/CUMMINGS, INC. correctly timed 3 out of 7 reported position changes (43%). The annualised alpha on BRK/B relative to SPY over the holding period was -11.0%.

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