BC Brunswick Corporation

Ownership history in FOSTER & MOTLEY INC  ·  10 quarters on record

AI Ownership Summary

FOSTER & MOTLEY INC reported Brunswick Corporation (BC) in 10 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.06% in 2024 Q1. The latest visible filing shows BC at 0.01% 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 BC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was FOSTER & MOTLEY INC's position in Brunswick Corporation, 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
2025 Q3

BC was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% in 2024 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 2025 Q3

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 FOSTER & MOTLEY INC held BC — position size vs. price
% of Fund (quarterly)    BC price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 3,272 -943 -22.4% 0.01% $207K 2025-10-23 $69.83
2025 Q2 REDUCED 4,215 -1,544 -26.8% 0.01% $233K 2025-07-29 $60.09
2025 Q1 REDUCED 5,759 -177 -3.0% 0.02% $310K 2025-05-08 $46.84
2024 Q4 REDUCED 5,936 -1,273 -17.7% 0.02% $384K 2025-01-23 $66.18
2024 Q3 REDUCED 7,209 -2,773 -27.8% 0.04% $604K 2024-10-30 $78.53
2024 Q2 ADDED 9,982 +483 +5.1% 0.05% $726K 2024-08-02 $74.01
2024 Q1 ADDED 9,499 +1,984 +26.4% 0.06% $917K 2024-04-18 $78.16
2023 Q4 ADDED 7,515 +3,875 +106.5% 0.05% $727K 2024-02-01 $80.07
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About FOSTER & MOTLEY INC and BC

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

How long has FOSTER & MOTLEY INC reported owning BC?

FOSTER & MOTLEY INC reported BC across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported BC position in FOSTER & MOTLEY INC's portfolio?

The largest reported portfolio weight for BC was 0.06% in 2024 Q1.

What is the latest reported BC position on this page?

The most recent filing on this page is 2025 Q3, when FOSTER & MOTLEY INC reported 3,272 shares, equal to 0.01% of portfolio, with an estimated market value of $207K.

What does the chart on this BC ownership page compare?

The chart compares FOSTER & MOTLEY INC's quarterly BC 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.

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