LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA BRK/B BERKSHIRE HATHAWAY INC CLASS B

Ownership history in LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA  ·  42 quarters on record

AI Ownership Summary

LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA reported BERKSHIRE HATHAWAY INC CLASS B (BRK/B) in 42 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 2.72% in 2025 Q1. The latest visible filing shows BRK/B at 1.90% 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 LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA's position in BERKSHIRE HATHAWAY INC 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 Q2

BRK/B was reported at 1.90% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.72% 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 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 LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 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 Q2 ADDED 5,765 +30 +0.5% 1.90% $3K 2026-07-10 $469.32
2026 Q1 REDUCED 5,735 -190 -3.2% 1.95% $3K 2026-04-24 $469.32
2025 Q4 REDUCED 5,925 -240 -3.9% 2.00% $3.0M 2026-01-26 $483.47
2025 Q3 REDUCED 6,165 -735 -10.7% 2.01% $3.1M 2025-10-24 $492.10
2025 Q2 REDUCED 6,900 -88 -1.3% 2.22% $3.4M 2025-07-14 $476.31
2025 Q1 REDUCED 6,988 -13 -0.2% 2.72% $3.7M 2025-04-02 $537.72
2024 Q4 REDUCED 7,001 -1 -0.0% 2.22% $3.2M 2025-01-24 $463.19
2024 Q3 REDUCED 7,002 -306 -4.2% 2.27% $3.2M 2024-10-24 $457.77
2024 Q2 REDUCED 7,308 -1 -0.0% 2.15% $3.0M 2024-08-02 $428.36
2024 Q1 REDUCED 7,309 -129 -1.7% 2.14% $3.1M 2024-04-29 $400.96
32 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 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 LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA reported owning BRK/B?

LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA reported BRK/B across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported BRK/B position in LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA's portfolio?

The largest reported portfolio weight for BRK/B was 2.72% in 2025 Q1.

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

The most recent filing on this page is 2026 Q2, when LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA reported 5,765 shares, equal to 1.90% of portfolio, with an estimated market value of $3K.

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

The chart compares LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA'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 LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA time their BRK/B position?

Based on 13F filing dates vs. subsequent BRK/B price moves, LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA correctly timed 13 out of 38 reported position changes (34%). The annualised alpha on BRK/B relative to SPY over the holding period was -3.9%.

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