Philip James Wealth Mangement, LLC BRK/B — BERKSHIRE HATHAWAY INC DEL

Ownership history in Philip James Wealth Mangement, LLC  ·  10 quarters on record

AI Ownership Summary

Philip James Wealth Mangement, LLC reported BERKSHIRE HATHAWAY INC DEL (BRK/B) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 30.76% in 2025 Q1. The latest visible filing shows BRK/B at 24.05% 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 Philip James Wealth Mangement, LLC'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 24.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
30.76% 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 Philip James Wealth Mangement, LLC fund profile Philip James Wealth Mangement, LLC full holdings
How Philip James Wealth Mangement, LLC 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 — — — 436,381 -1,673 -0.4% 24.05% $209.1M 2026-04-28 $469.32
2025 Q4 REDUCED — — — 438,054 -4,038 -0.9% 25.51% $220.2M 2026-01-20 $485.39
2025 Q3 REDUCED — — — 442,092 -3,743 -0.8% 25.94% $222.3M 2025-10-24 $492.10
2025 Q2 REDUCED — — — 445,835 -28,852 -6.1% 27.62% $216.6M 2025-07-18 $473.80
2025 Q1 REDUCED — — — 474,687 -24,878 -5.0% 30.76% $252.8M 2025-04-24 $531.64
2024 Q4 REDUCED — — — 499,565 -18,595 -3.6% 29.27% $226.4M 2025-01-31 $468.67
2024 Q3 ADDED — — — 518,160 +517,234 +55856.8% 29.28% $238.5M 2024-10-31 $450.92
2024 Q2 REDUCED — — — 926 -411 -30.7% 0.25% $377K 2024-07-23 $434.01
2024 Q1 ADDED — — — 1,337 +459 +52.3% 0.40% $562K 2024-04-29 $400.96
2023 Q4 INITIATED — — — 878 — — 0.24% $313K 2024-01-29 $383.18

🏢 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 Philip James Wealth Mangement, LLC 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 Philip James Wealth Mangement, LLC reported owning BRK/B?

Philip James Wealth Mangement, LLC reported BRK/B across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported BRK/B position in Philip James Wealth Mangement, LLC's portfolio?

The largest reported portfolio weight for BRK/B was 30.76% 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 Philip James Wealth Mangement, LLC reported 436,381 shares, equal to 24.05% of portfolio, with an estimated market value of $209.1M.

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

The chart compares Philip James Wealth Mangement, LLC'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 Philip James Wealth Mangement, LLC time their BRK/B position?

Based on 13F filing dates vs. subsequent BRK/B price moves, Philip James Wealth Mangement, LLC correctly timed 6 out of 9 reported position changes (67%). The annualised alpha on BRK/B relative to SPY over the holding period was +156.1%.

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