From Nasdaq: 2025-05-21 03:06:00

Warren Buffett, CEO of Berkshire Hathaway, has outperformed the S&P 500 with a 6,230,000% return on Class A shares over 60 years. He plans to step down by year-end, with Greg Abel taking over. Berkshire’s recent 13F filing reveals Buffett’s concentration in four stocks, with Apple at 22.1% of invested assets.

Apple remains Berkshire’s largest holding at $63.4 billion, despite Buffett reducing his stake. Buffett values Apple for its loyal customer base and growing services segment. Apple’s capital-return program, including share repurchases, has boosted Berkshire’s stake without additional purchases. American Express is Berkshire’s second-largest holding at $45.4 billion, with a 15.8% share of invested assets. Buffett has held AmEx shares since 1991, benefiting from its strong brand and high-earning clientele.

Coca-Cola, a Berkshire holding since 1988, constitutes 10% of invested assets. Coca-Cola’s global presence, brand strength, and dividend growth have made it a staple in Buffett’s portfolio. Bank of America, Berkshire’s fourth-largest holding at $28.2 billion, has benefited from its cyclical nature and interest-sensitive business model. BofA’s capital-return program has enhanced shareholder value, aligning with Buffett’s investment philosophy.



Read more at Nasdaq: 58% of Warren Buffett’s $287 Billion Portfolio at Berkshire Hathaway Is Invested in Just 4 Unstoppable Stocks