FAYEZ SAROFIM & CO BRK/A BerkshireHathawayClA

Ownership history in FAYEZ SAROFIM & CO  ·  52 quarters on record

AI Ownership Summary

FAYEZ SAROFIM & CO reported BerkshireHathawayClA (BRK/A) in 52 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.86% in 2026 Q2. The latest visible filing shows BRK/A at 0.86% 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/A ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was FAYEZ SAROFIM & CO's position in BerkshireHathawayClA, 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 Q2

BRK/A was reported at 0.86% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.86% in 2026 Q2

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 Q2

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 FAYEZ SAROFIM & CO held BRK/A — 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 Q2 ADDED 491 +126 +34.5% 0.86% $367.7M 2026-08-17 $704760.00
2026 Q1 REDUCED 365 -3 -0.8% 0.67% $262.1M 2026-05-15 $704760.00
2025 Q4 REDUCED 368 -19 -4.9% 0.67% $277.8M 2026-02-13 $751425.00
2025 Q3 REDUCED 387 -5 -1.3% 0.68% $291.9M 2025-11-14 $763867.00
2025 Q2 REDUCED 392 -3 -0.8% 0.69% $285.7M 2025-08-14 $718680.00
2025 Q1 REDUCED 395 -11 -2.7% 0.78% $315.4M 2025-05-12 $772100.00
2024 Q4 ADDED 406 +24 +6.3% 0.67% $276.5M 2025-02-14 $719146.00
2024 Q3 ADDED 382 +19 +5.2% 0.67% $264.0M 2024-11-14 $700600.00
2024 Q2 REDUCED 363 -10 -2.7% 0.60% $222.2M 2024-08-14 $657122.00
2024 Q1 REDUCED 373 -4 -1.1% 0.71% $236.6M 2024-05-14 $619250.00
42 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About FAYEZ SAROFIM & CO and BRK/A

These are the practical questions this page is built to answer before you even open the full history table.

How long has FAYEZ SAROFIM & CO reported owning BRK/A?

FAYEZ SAROFIM & CO reported BRK/A across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported BRK/A position in FAYEZ SAROFIM & CO's portfolio?

The largest reported portfolio weight for BRK/A was 0.86% in 2026 Q2.

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

The most recent filing on this page is 2026 Q2, when FAYEZ SAROFIM & CO reported 491 shares, equal to 0.86% of portfolio, with an estimated market value of $367.7M.

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

The chart compares FAYEZ SAROFIM & CO's quarterly BRK/A 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 FAYEZ SAROFIM & CO time their BRK/A position?

Based on 13F filing dates vs. subsequent BRK/A price moves, FAYEZ SAROFIM & CO correctly timed 26 out of 49 reported position changes (53%). The annualised alpha on BRK/A relative to SPY over the holding period was +26.8%.

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