J. Stern & Co. LLP BRK/B Berkshire Hathaway Class B

Ownership history in J. Stern & Co. LLP  ·  10 quarters on record

AI Ownership Summary

J. Stern & Co. LLP reported Berkshire Hathaway Class B (BRK/B) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.68% in 2023 Q4. The latest visible filing shows BRK/B at 0.45% 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 J. Stern & Co. LLP's position in Berkshire Hathaway Class B, 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 0.45% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.68% in 2023 Q4

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.

How J. Stern & Co. LLP 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 9,755 -4,893,596 -99.8% 0.45% $4.7M 2026-05-15 $469.32
2025 Q4 ADDED 4,903,351 +4,893,596 +50165.0% 0.42% $4.9M 2026-02-17 $503.41
2025 Q3 UNCHANGED 9,755 0% 0.37% $4.9M 2025-11-14 $508.94
2025 Q2 UNCHANGED 9,755 0% 0.42% $4.9M 2025-08-14 $479.22
2025 Q1 UNCHANGED 9,755 0% 0.50% $5.2M 2025-05-14 $503.40
2024 Q4 UNCHANGED 9,755 0% 0.42% $4.4M 2025-02-14 $479.59
2024 Q3 UNCHANGED 9,755 0% 0.48% $4.5M 2024-11-13 $468.10
2024 Q2 UNCHANGED 9,755 0% 0.47% $4.0M 2024-08-14 $438.47
2024 Q1 UNCHANGED 9,755 0% 0.52% $4.1M 2024-05-15 $412.76
2023 Q4 INITIATED 9,755 0.68% $3.7M 2024-02-13 $394.80

FAQ About J. Stern & Co. LLP 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 J. Stern & Co. LLP reported owning BRK/B?

J. Stern & Co. LLP reported BRK/B across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported BRK/B position in J. Stern & Co. LLP's portfolio?

The largest reported portfolio weight for BRK/B was 0.68% in 2023 Q4.

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

The most recent filing on this page is 2026 Q1, when J. Stern & Co. LLP reported 9,755 shares, equal to 0.45% of portfolio, with an estimated market value of $4.7M.

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

The chart compares J. Stern & Co. LLP'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.

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