Largest holdings in the Warren Buffett portfolio
Published 10:19 a.m. UTC July 15, 2024
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Warren Buffett’s value investing prowess made him one of the wealthiest and most successful investors of all time. If you’re looking to invest like Buffett in 2024, you don’t have to guess too hard.
Buffett’s company Berkshire Hathaway (BRK.A, BRK.B) publicly discloses its top stock holdings quarterly. You can get a glimpse behind the curtain to see the stock portfolio of one of the world’s greatest investors.
Among the 47 stocks Berkshire Hathaway holds, the top 10 represent about 87% of the company’s holdings. Here’s a rundown of Buffett’s 10 largest holdings based on Berkshire Hathaway’s most recent 13F filing, filed May 15, 2024.
Top 10 holdings in the Warren Buffett portfolio
- Apple Inc. (AAPL).
- Bank of America Corp. (BAC).
- American Express Co. (AXP).
- Coca-Cola Co. (KO).
- Chevron Corp. (CVX).
- Occidental Petroleum Corp. (OXY).
- Moody’s Corp. (MCO).
- Kraft Heinz Co. (KHC).
- Mitsubishi Corp. (8058: TYO).
- Chubb Ltd. (CB).
Stocks recently added to Warren Buffett's portfolio
Berkshire has been less active in recent quarters, showing restraint in its purchases. Chubb, the insurance company, was the only stock Buffett added to his portfolio in the first quarter of 2024. This stock was previously a mystery purchase. We now know Buffett owns a multibillion dollar stake in the company.
Stocks Warren Buffett recently sold
Berkshire completely exited its position in HP Inc (HPQ) in the first quarter of 2024.
Historically, Buffett has often exited large positions by selling Berkshire’s entire stake slowly over multiple quarters. But he has been known to change his mind and reverse course occasionally. So a stake reduction does not guarantee Buffett is exiting a position entirely.
Frequently asked questions (FAQs)
Berkshire Hathaway’s investment portfolio is actively managed. This means the company regularly adjusts its holdings as opportunities arise in the market. But investors see which stocks Buffett has been buying and selling only once per quarter. This happens when Berkshire publicly files Form 13F with the SEC.
From 1965 to 2023, Berkshire Hathaway generated a compound annual return of 19.8%, nearly doubling the 10.2% compound annual return of the S&P 500. Buffett has earned the nickname the Oracle of Omaha for his uncanny ability to pick stock winners.
Yes, Buffett targets companies with a durable competitive advantage, such as a strong brand or a large, loyal customer base. He also takes a long-term approach to value investing. Buffett identifies attractively valued companies based on their earnings and growth outlooks. He also accumulates large positions and holds them for years or decades, unless the company’s business fundamentals change.
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