PATRICK M SWEENEY & ASSOCIATES, INC BRK/B — BERKSHIRE HATHAWAY INC DEL

Ownership history in PATRICK M SWEENEY & ASSOCIATES, INC  ·  10 quarters on record

AI Ownership Summary

PATRICK M SWEENEY & ASSOCIATES, INC reported BERKSHIRE HATHAWAY INC DEL (BRK/B) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.39% in 2025 Q1. The latest visible filing shows BRK/B at 1.08% 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 PATRICK M SWEENEY & ASSOCIATES, 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 1.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.39% 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
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.

BRK/B stock page PATRICK M SWEENEY & ASSOCIATES, INC fund profile PATRICK M SWEENEY & ASSOCIATES, INC full holdings
How PATRICK M SWEENEY & ASSOCIATES, INC 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 ADDED — — — 3,509 +8 +0.2% 1.08% $1.7M 2026-05-07 $469.32
2025 Q4 ADDED — — — 3,501 +24 +0.7% 1.10% $1.8M 2026-02-04 $503.83
2025 Q3 REDUCED — — — 3,477 -15 -0.4% 1.13% $1.7M 2025-11-12 $502.40
2025 Q2 UNCHANGED — — — 3,492 — 0% 1.17% $1.7M 2025-08-13 $477.31
2025 Q1 UNCHANGED — — — 3,492 — 0% 1.39% $1.9M 2025-04-14 $529.52
2024 Q4 ADDED — — — 3,492 +30 +0.9% 1.19% $1.6M 2025-01-22 $460.51
2024 Q3 ADDED — — — 3,462 +3 +0.1% 1.17% $1.6M 2024-10-22 $461.45
2024 Q2 REDUCED — — — 3,459 -12 -0.3% 1.14% $1.4M 2024-07-17 $445.61
2024 Q1 REDUCED — — — 3,471 -4 -0.1% 1.20% $1.5M 2024-04-25 $404.91
2023 Q4 INITIATED — — — 3,475 — — 1.13% $1.2M 2024-02-06 $393.74

🏢 Other funds also holding BRK/B

As of 2026 Q1 — sorted by position size

TETRAD CORP 92.15% 1922 Investment Co LLC 3Y 7Y 84.86% CHECK CAPITAL MANAGEMENT INC/CA 3Y 7Y 52.8% Cook & Bynum Capital Management, LLC 3Y 7Y 42.7% Templeton & Phillips Capital Management, LLC 3Y 36.02% Aquamarine Zurich AG 3Y 34.57% Ardent Capital Management, Inc. 3Y 32.73% Asset Management Advisors, LLC 3Y 7Y 32.43% United American Securities Inc. (d/b/a UAS Asset Management) 3Y 7Y 31.97% Pacifica Capital Investments, LLC 3Y 7Y 30.79%

FAQ About PATRICK M SWEENEY & ASSOCIATES, 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 PATRICK M SWEENEY & ASSOCIATES, INC reported owning BRK/B?

PATRICK M SWEENEY & ASSOCIATES, INC reported BRK/B across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported BRK/B position in PATRICK M SWEENEY & ASSOCIATES, INC's portfolio?

The largest reported portfolio weight for BRK/B was 1.39% 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 PATRICK M SWEENEY & ASSOCIATES, INC reported 3,509 shares, equal to 1.08% of portfolio, with an estimated market value of $1.7M.

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

The chart compares PATRICK M SWEENEY & ASSOCIATES, 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 PATRICK M SWEENEY & ASSOCIATES, INC time their BRK/B position?

Based on 13F filing dates vs. subsequent BRK/B price moves, PATRICK M SWEENEY & ASSOCIATES, INC correctly timed 2 out of 7 reported position changes (29%). The annualised alpha on BRK/B relative to SPY over the holding period was +2.7%.

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