Top 5 positions in Warren Buffett’s portfolio

Warren Buffett is undoubtedly the most famous and influential investor in modern history, based on his remarkable performance record. Not surprisingly, Berkshire Hathaway Inc.’s investment portfolio (BRK.A), the holding company that hired Oracle as chairman and CEO of Omaha, received extensive media attention and scrutiny, although Buffett is no longer making every investment decision.

Despite its unparalleled success, Buffett’s investment model has long been transparent, simple and consistent. He has invested in large, blue-chip companies with strong balance sheets and attractive valuations. Buffett often makes long-term investments, but he is never afraid to make significant new investments or drop long-term holdings. He and his team made a big bet in early 2022 on Chevron Corporation (CVX), a stock owned by Wells Fargo & Co, (WFC), which had been owned by Berkshire Hathaway since 1989. Here are the top five stocks in Berkshire Hathaway Portfolio as of March 31, 2022.

Key Takeaways

  • Warren Buffett’s Berkshire Hathaway holds a portfolio of blue-chip U.S. stocks worth $ 390.5 billion as of March 31, 2022.
  • The five largest portfolio locations are Apple Inc. (AAPL), Bank of America Corp (BAC), American Express Company (AXP), Chevron, and The Coca-Cola Company (KO).
  • Apple is Berkshire’s largest holding, accounting for about 41% of its stock portfolio.
  • Top 5 holding accounts for about 70% of the portfolio.
  • In Q1 2022, Buffett dramatically increased Chevron’s holdings in Berkshire and left the remnants of a long-standing position at Wells Fargo.

1. Apple

Apple, the maker of iPhones, holds the largest stock of Berkshire Hathaway to date at $ 159.1 billion Q1 2022, accounting for about 41% of its stock portfolio and 5.5% of Apple’s outstanding shares.

Berkshire Hathaway acquired the stock for less than $ 35 million between 2016 and 2019.

In early 2018, Apple replaced Wells Fargo as Berkshire Hathaway’s top stock.

In the first quarter of 2022, Berkshire Hathaway sold the last of its Wells Fargo shares, valued at $ 25.2 billion four years ago.

2. Bank of America

The second largest holding in Berkshire Hathaway is Bank of America, with a stock value of 9 42.6 billion and a portfolio of 10.9% as of 2022 Q1. Berkshire Hathaway owes the bank 12.5%.

Buffett acquired 700 million of the 1 billion Bank of America shares of Berkshire Hathaway in 2017, which is about $ 7.14 per share in exchange for a Berkshire Hathaway warrant after Berkshire Hathaway invested $ 5 billion in the bank’s preferred stock in 2011.

3. American Express

Berkshire Hathaway’s $ 28.6 billion stake in financial services provider American Express accounts for 7.3% of its portfolio and 20.1% of American Express shares in Q1 2022.

The partnership dates back to 1994, when Buffett acquired AmEx stock in exchange for a warrant from a বিনিয়োগ 300 million preferred stock investment that returned 64% over three years. Berkshire Hathaway has significantly increased its share of American Express over the past decade.

4. Chevron

Buffett dramatically boosted Berkshire Hathaway’s stake in Chevron to 25 25.9 billion in the first quarter of 2022, making the consolidated oil giant its fourth-largest holding by the end of the quarter. Chevron shares 6.6% of Berkshire Hathaway’s equity securities portfolio, while Berkshire shares hold 8.1% of Chevron’s outstanding shares.

Buffett began buying Chevron in the third quarter of 2020, and Berkshire Hathaway reported $ 4.5 billion in shares by the end of 2021.

“Chevron is not a bad company at least and I have no qualms about owning Chevron,” Buffett said when asked about Chevron’s role in climate change at a 2021 Berkshire Hathaway shareholders’ meeting.

5. Coke

Buffett famously served five 12-ounce coke a day and once said that he drank “a quarter of Coca-Cola” based on the portion of his calorie intake. Berkshire Hathaway works with a .8 24.8 billion Coca-Cola stack, representing a 6.4% allocation to its stock portfolio. It accounted for 9.2% of Coca-Cola’s outstanding stock.

After Buffett began collecting the position in 1988, he said he planned to hold it “for a long time” in a subsequent letter to shareholders. “In fact, when we own some part of an outstanding business with outstanding management, our favorite holding period is forever,” Buffett wrote.

Buffett, who turned 91 on August 30, 2021, began his career in the early 1960’s. As he gets older, many investors and analysts become concerned about the absence of a formal inheritance plan at Berkshire Hathaway. At a meeting of the company’s 2021 shareholders, Buffett said he hopes to succeed Greg Abel, head of the company’s Berkshire Energy Holdings Power and natural gas distribution subsidiary, as CEO.

Which are the top 10 stocks in Berkshire Hathaway?

Warren Buffett runs the Berkshire Hathaway Holding Company, a major shareholder in many large public companies. After the top five listed above, Berkshire’s next largest public company investments include The Craft Heinz Company (KHC), Moody’s Corporation (MCO), Occidental Petroleum Corporation (OXY), US Bancorp (USB), and Activision Blizzard Inc. (ATVI)) In addition to its partnership with the publicly listed company, Berkshire Hathaway owns affiliates including GEICO Insurance, BNSF Railway, Duracell, and International Dairy Queen Inc.

Warren Buffett owns which railway?

BNSF Railway (formerly Burlington Northern Santa Fe) is a wholly owned subsidiary of Buffett’s Berkshire Hathaway.

Warren Buffett owns which insurance company?

GEICO, Cypress Insurance, General Re, Berkshire Hathaway Re, National Fire & Marine Insurance Co., and National Indemnity Co. Including the owner of multiple insurance companies in Berkshire.

What is the origin of the name Berkshire Hathaway?

The name Berkshire Hathaway originated in 1955 through the merger of Adams, a Berkshire Fine Spinning Associates in Massachusetts, and Hathaway Manufacturing Company in New Bedford, Massachusetts. Buffett began collecting shares in Berkshire Hathaway in 1962 and bought the company directly in 1964. He agreed to sell to his stock management, only to discover that the value of the tender offer was lower than he had been promised. “It drove me crazy,” Buffett recalled. He bought the first insurance business for Berkshire Hathaway in 1967 and closed the company’s last textile mill in 1985.

Leave a Reply

Your email address will not be published.