The Motley Fool

NOVEMBER 4, 2024

The Oracle of Omaha has dumped more than a quarter of Berkshire's stake in BofA since mid-July Though no holding in Berkshire's 43-stock, $312 billion portfolio has been sold down more noticeably in 2024 than Apple , it's the recent and persistent selling activity in Bank of America (NYSE: BAC) that's rightly raising eyebrows on Wall Street.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Banks Stakes Shareholders 246

The Motley Fool

MAY 17, 2024

Based on admissions by Buffett during his company's latest annual shareholder meeting, he and his top investment aides (Todd Combs and Ted Weschler) sold about 13% of their company's leading position in tech stock Apple (NASDAQ: AAPL) for tax purposes in the March-ended quarter. billion , as of the closing bell on May 10. That's right.

Shareholders 246

Shareholders Stakes Taxes Capital 246

The Motley Fool

APRIL 5, 2024

While 13Fs would give investors the impression that tech titan Apple (NASDAQ: AAPL) is Buffett's unquestioned favorite stock -- Berkshire's Apple stake accounts for 42% ($155 billion) of invested assets -- a deeper dive into how Berkshire Hathaway puts its cash to work points to another even more beloved stock as the Oracle's cream of the crop. "A

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Stakes Shareholders Assets 130

The Motley Fool

JULY 9, 2024

An outperformance of this magnitude is what draws some 40,000 investors to Berkshire's annual shareholder meeting each year to listen to Buffett speak about the economy, stocks, and his investment philosophy. This nearly 29% stake has been built up by Buffett and his cohorts in just 30 months. Berkshire Hathaway CEO Warren Buffett.

Securities and Exchange Commission (SEC) 244

Securities and Exchange Commission (SEC) Stakes Shareholders Portfolios 244

The Motley Fool

DECEMBER 21, 2023

Berkshire first bought a stake in Apple in 2016 As amazingly as Berkshire Hathaway has performed, it hasn't been perfect. A growing portion of Berkshire's portfolio Berkshire's position in Apple hasn't changed much since 2018. It's added a few more to the position over the past few quarters, but the stake remains mostly unchanged.

Portfolios 245

Portfolios Stakes Conglomerates Investing 245

The Motley Fool

JANUARY 19, 2024

billion stake. Since Berkshire's initial stake in Apple was opened during the first quarter of 2016, it's grown to almost 915.6 Apple is returning $15 billion in dividends to its shareholders each year and has repurchased more than $600 billion of its common stock since kicking off its buyback program in 2013.

Stakes 244

Stakes Shareholders Assets Accounting 244

The Motley Fool

JULY 23, 2024

But for select stocks -- those where Berkshire holds at least a 10% stake -- Buffett is required to show his proverbial hand anytime a move is made. A premium to book value of around 30% has also marked a top for BofA's stock on numerous occasions since the start of 2018. Berkshire Hathaway CEO Warren Buffett. When the U.S.

Banks 244

Banks Stakes Taxes Shareholders 244

The Motley Fool

JULY 17, 2024

With nearly 70 years of public investing experience (that he has documented publicly with annual shareholder letters along the way), he brings a wealth of knowledge to each of his investment decisions. As of this writing, Berkshire's stake in Chubb was worth about $6.8 Those buybacks have worked out well for Berkshire shareholders.

Conglomerates 246

Conglomerates Stakes Shareholders Financing 246

The Motley Fool

APRIL 28, 2024

The activist investor made his fortune by acquiring sizable positions in companies and pushing management to make positive changes that increase shareholder value. What sets Ackman apart from his hedge fund colleagues is that Pershing Square owns large stakes in just eight to 12 companies and generally holds them for years.

Hedge Funds 246

Hedge Funds Portfolios Investors Resale 246

The Motley Fool

AUGUST 9, 2024

Buffett's phenomenal investment returns are what lure in the neighborhood of 40,000 people annually to Berkshire's annual shareholder meeting in Omaha, Nebraska. The fair value estimate for Berkshire's position in Apple , as of the end of the second quarter, points to a nearly 50% reduction in Berkshire's stake in the tech giant.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Investing Banks Stakes 246

The Motley Fool

NOVEMBER 8, 2024

in 1965, he grew the value of shareholders' stakes by an average compound annual rate of 19.8% Based on the data provided in Berkshire Hathaway's quarterly earnings, Buffett slashed Berkshire's remaining stake in Apple by 25% during the quarter, leaving the company with approximately 300 million shares of the stock. He sold $9.6

Investors 246

Investors Stakes Banks Taxes 246

The Motley Fool

APRIL 19, 2024

But in 2018, it went public once again at about $23 per share (adjusted for subsequent stock splits ). 28, 2018, Dell returned to the stock market as a publicly traded company, but it wasn't a no-brainer buy. 3, 2018, Dell had a pro forma net loss of $1.2 The public history for Dell seemed to be over. Why Dell 2.0

Investing 130

Investing Public Companies Stakes Debt 130

The Motley Fool

APRIL 11, 2024

That situation should put shareholders on notice, forcing them to consider whether they should stay in Altria stock amid this uncertainty. Consequently, the total number of cigarettes shipped, which was almost 110 billion in 2018, fell to just over 76 billion in 2023. That fell 2% in the last year and 4% from its 2018 revenue level.

Legal 241

Legal Shareholders Stakes Returns 241

The Motley Fool

FEBRUARY 18, 2024

Let's discuss Berkshire's stake in Apple, what Berkshire's moves could indicate about its thoughts on the market, and what you should do if you own or want to buy the tech stock. By the end of 2018, Berkshire had racked up just shy of 1 billion shares. between the end of 2018 and Feb. Image source: Getty Images. million shares.

Taxes 246

Taxes Stakes Banks Shareholders 246

The Motley Fool

MAY 10, 2024

He etched his name into Wall Street history by going against hedge fund norms, acquiring significant stakes in just a few companies, and holding them for the long term. To close out 2023, Pershing Square held stakes in just eight stocks, but one stands head and shoulders above the rest. billion in assets under management.

Hedge Funds 245

Hedge Funds Portfolios New York Stock Exchange Stakes 245

The Motley Fool

AUGUST 2, 2024

The Oracle of Omaha poured tens of billions of dollars into Apple stock between 2016 and 2018, amassing a huge stake in the iPhone maker. That stake is now worth around $173 billion. Treasury bill position far in excess of what conventional wisdom deems necessary," he wrote in his most recent letter to shareholders.

Portfolios 246

Portfolios Investing Shareholders Stakes 246

The Motley Fool

OCTOBER 25, 2024

Meanwhile, Berkshire Hathaway is also required to file Form 4 with the SEC when purchases or sales are executed in a security that it owns at least a 10% stake in. Prior to July 2018, Buffett and his right-hand man Charlie Munger, who passed away last November, had their hands tied when it came to buybacks. Image source: Getty Images.

Securities and Exchange Commission (SEC) 238

Securities and Exchange Commission (SEC) Stakes Legal Banks 238

Private Equity Insights

NOVEMBER 16, 2023

Aston Martin F1 team sells stake to private equity firm at $1bn valuation. While exact figures have not been disclosed, Aston Martin has reported on the eve of the inaugural Las Vegas Grand Prix that Arctos Partners has acquired a “minority shareholding in AMR Holdings GP Limited, the team’s holding company”. While exact figures.

Stakes 147

Stakes Private Equity Firms Private Equity Firms Shareholders 147

The Motley Fool

MAY 5, 2024

Buffett has since taken a massive 28% stake in the company through its common stock, more than offsetting Occidental's retirement of his preferred shares over the past year. There's another company Buffett bought a significant stake in last year as well. His interests couldn't be more aligned with the rest of Berkshire's shareholders.

Stakes 246

Stakes Shareholders Public Companies Financing 246

The Motley Fool

AUGUST 26, 2024

As CEO of Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B) , Buffett offers tons of investment advice and commentary in his annual letters to shareholders and at the conglomerate's annual shareholders meeting in Omaha, Nebraska. Buffett pointed to the value of his investment in Amex during his 2022 letter to shareholders.

Portfolios 241

Portfolios Stakes Investing Banks 241

The Motley Fool

AUGUST 10, 2024

That's the third straight quarter Buffett has trimmed his stake in Apple , a company he called "a better business than any we own" at last year's shareholder meeting. He explained his reasoning behind the sales at the most recent shareholder meeting. That suggests a sale of about half of Berkshire's Apple shares last quarter.

Investors 246

Investors Taxes Conglomerates Banks 246

The Motley Fool

SEPTEMBER 26, 2024

Berkshire sold small portions of its Apple shares over the years to lock in gains, but in the first quarter of 2024 (ended March 31), it dumped a sizable 13% of its stake. Buffett said it was for tax reasons, but then Berkshire proceeded to sell a whopping 49% of its remaining Apple stake during Q2! of its portfolio.

Conglomerates 246

Conglomerates Exchange-Traded Funds Stakes Shareholders 246

The Motley Fool

SEPTEMBER 25, 2024

He has architected dozens of savvy acquisitions, made many prudent investments, and repurchased company stock in a manner that has undoubtedly created shareholder value. Apple Berkshire first took a stake in Apple during the first quarter of 2016, and it became the biggest position in the company's portfolio by the fourth quarter of 2017.

Taxes 245

Taxes Shareholders Stakes Capital 245

The Motley Fool

SEPTEMBER 18, 2023

Based on Berkshire's 13Fs, as well as the Oracle of Omaha's commentary during his company's latest annual shareholder meeting, it would appear that no stock is loved more than tech giant Apple (NASDAQ: AAPL). These buybacks are increasing Berkshire's stake in Apple without Buffett or his team having to lift a finger.

Banks 246

Banks Stakes Shareholders Public Companies 246

The Motley Fool

JUNE 23, 2023

It's why more than 30,000 people flock to Omaha, Nebraska each year to hear him and his right-hand man Charlie Munger speak at Berkshire's annual shareholder meeting. The Oracle of Omaha and his team are up big on their Apple stake. First, it's continually increasing the stakes of existing shareholders.

Portfolios 246

Portfolios Stakes Banks Shareholders 246

The Motley Fool

OCTOBER 19, 2024

But Buffett (or one of his fellow managers) is buying at least one stock for Berkshire Hathaway shareholders based on required filings with the SEC. That could lead to the first quarter where Buffett didn't buy back a single share since the board of directors changed the repurchase authorization in mid-2018.

Stakes 246

Stakes Enterprise Values Banks Stock Market 246

The Motley Fool

MARCH 4, 2024

Warren Buffett has been adding to a core position and building up his stake in a value stock Throughout 2023, the Oracle of Omaha and his investment aides, Todd Combs and Ted Weschler, were very selective about their purchases. On July 17, 2018, everything changed for Buffett, Berkshire, and the company's shareholders.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Investing Stakes Shareholders 246

The Motley Fool

OCTOBER 19, 2024

During the second quarter of 2024, Berkshire went on a selling spree, cutting its $160 billion stake in Apple in half and trimming a number of other positions, including Chevron , T-Mobile , and Capital One Financial , to name just a few. billion worth of its shares since 2018, which is twice the amount he spent buying Apple !

Exchange-Traded Funds 246

Exchange-Traded Funds Conglomerates Shareholders Public Companies 246

The Motley Fool

APRIL 1, 2024

Berkshire is not big on newcomers," he jokes in his most recent annual letter to shareholders. Buffett initially started accumulating shares of Apple between 2016 and 2018. Buffett called Apple "a better business than any we own," at Berkshire's annual shareholder meeting last year. Apple ($155.3

Investing 246

Investing Shareholders Stakes Taxes 246

The Motley Fool

AUGUST 25, 2023

They own and operate income-producing properties and are required to pay out at least 90% of their taxable income to shareholders. Vici Properties was taken public early in 2018 as a way for Caesars Entertainment (NASDAQ: CZR) to raise cash from its casino properties, and it's become a way for investors to raise some cash themselves.

Initial Public Offering 246

Initial Public Offering Mutual Funds Stakes Shareholders 246

The Motley Fool

MAY 4, 2024

Buffett shared his expectations for one such company in his most recent letter to shareholders. Buffett and his team have recently bought significant stakes in Occidental Petroleum and Liberty Media's Sirius XM tracking stock, Liberty SiriusXM. Buffett praised Occidental CEO Vicki Hollub in his most recent letter to shareholders, too.

Shareholders 246

Shareholders Banks Stakes Capital 246

Private Equity Insights

SEPTEMBER 20, 2023

MW Dutch offshore windfarm Borssele III / IV by agreeing to sell its final 10% stake to Octopus Energy Generation, one of Europe’s largest renewables investors. Partners Group sold a 20% stake to Swiss Life Asset Managers in November 2022 and 15% to funds managed by Nuveen Infrastructure in July 2023.

Stakes 130

Stakes Bidding Asset Management Legal 130

The Motley Fool

AUGUST 22, 2024

In the first quarter of 2024 (ended March 31), Berkshire sold around 13% of its Apple stake for tax reasons (according to Buffett). Buybacks are a popular way for companies to return money to their shareholders. billion since 2018! It followed that up by selling 49% of its remaining shares during the second quarter.

Conglomerates 246

Conglomerates Stakes Taxes Shareholders 246

The Motley Fool

SEPTEMBER 30, 2024

These specialized entities are popular among income-seeking investors because they can avoid paying income taxes by distributing nearly all of their earnings to shareholders in the form of dividend payments. With a brief exception in 2018, it's been making monthly dividend payments that have risen or remained steady since 2011.

Investors 245

Investors Debt Professional Services Stakes 245

The Motley Fool

JULY 22, 2024

Share repurchases are increasing Berkshire's stake in Apple without Buffett or his crew having to do a thing. Prior to mid-July 2018, Buffett and Charlie Munger had their hands tied when it came to buybacks. Image source: Getty Images. Buffett has spent a small fortune buying shares of his favorite stock The estimated $31.3

Banks 246

Banks Stakes Accounting Taxes 246

The Motley Fool

OCTOBER 21, 2024

million shares of Sirius XM , which increased its existing stake to 108.7 Prior to July 2018, the Oracle of Omaha and right-hand man Charlie Munger (Munger passed away last November) were forced to sit on their hands. Between Oct. million shares, or roughly 32.1% of the company's outstanding shares.

Banks 246

Banks Debt Stakes Legal 246

The Motley Fool

SEPTEMBER 13, 2024

Since then, he has been the biggest shareholder in Bank of America and has been a net buyer of the stock -- until now. Since 2018, the company has bought back nearly $80 billion of its own shares. It's also how the company helps reward shareholders, increasing their stake in the company as the share count declines.

Banks 246

Banks Shareholders Stakes Taxes 246