The Motley Fool

OCTOBER 24, 2024

He and his team manage a portfolio of publicly traded stocks worth $317 billion, in addition to a $277 billion cash pile and numerous private, wholly owned subsidiaries. That's twice as much as the conglomerate has invested in any single company in its entire history. Apple is the largest holding in Berkshire's portfolio today.

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The Motley Fool

NOVEMBER 9, 2024

In addition to its dozens of fully and partially owned subsidiary businesses, Buffett's conglomerate also owns a portfolio of publicly traded stocks worth $287 billion as of this writing. With that in mind, read on for a look at two of the most high-profile AI stocks in the Berkshire Hathaway portfolio. million shares.

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The Motley Fool

MAY 11, 2024

of the conglomerate's $362 billion portfolio of publicly traded stocks and securities today. of Berkshire Hathaway's portfolio E-commerce was Amazon 's (NASDAQ: AMZN) primary business when it was founded in 1994, but the company has since expanded into cloud computing , streaming, digital advertising, and AI. Amazon: 0.5%

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The Motley Fool

MAY 20, 2024

The challenge is even more difficult for Buffett, who manages a portfolio of $377 billion in equities and $189 billion in cash for Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B). The current environment is reflected in Buffett's portfolio management decisions. That's good enough to make it a top-10 holding in Berkshire's portfolio.

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The Motley Fool

JULY 13, 2024

Over that 59-year stretch, he steered the conglomerate to average annual returns of 19.8%, which is nearly twice the average annual return delivered by the S&P 500 index over the same period. That said, at least six of the 47 stocks already in Berkshire's $410 billion portfolio of publicly traded securities now use AI in some capacity.

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The Motley Fool

NOVEMBER 17, 2024

portfolio is invested in one stock that could soar 25% over the next 12 months, according to Wall Street. Occidental now ranks as the sixth-largest holding in Berkshire Hathaway's portfolio. Berkshire's stake in the U.S. It's fair to say that Buffett doesn't think too highly of Wall Street analysts' opinions.

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The Motley Fool

AUGUST 22, 2024

According to Berkshire's 13-F filing for the second quarter of 2024 (ended June 30), the conglomerate just sold a substantial amount of stock, which implies Buffett might be feeling cautious about the broader market. It's the most money the conglomerate has invested in any company since Buffett took the helm in 1965.

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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. Such funds offer a diverse portfolio of stocks representing numerous industries.

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The Motley Fool

SEPTEMBER 16, 2024

So, when Buffett makes changes in Berkshire's investment portfolio, the whole investing world pays attention. And he has been rapidly amassing a position in one super-safe investment -- a position that is approaching 50% of the company's entire investment portfolio. Image source: Getty Images. Should you follow Buffett?

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The Motley Fool

AUGUST 28, 2024

What's Warren Buffett's biggest position in his Berkshire Hathaway portfolio? Its stake in Apple is worth $90.7 billion even after Buffett nearly halved the conglomerate's position in the iPhone maker. Berkshire's stake in AmEx totals close to $38.5 billion of the conglomerate's $42.3 But I'd be wrong. Treasuries?

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The Motley Fool

APRIL 17, 2024

The claims piled onto the already struggling stock, which had previously been a longtime holding of Warren Buffett's conglomerate, Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B). Buffett and his team have an excellent track record of evaluating management, which is a big reason for the conglomerate's long-term success.

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The Motley Fool

DECEMBER 17, 2023

of Berkshire's stock portfolio. Buffett's is betting big on Apple Buffett's been at the helm of Berkshire since 1965, but one of its biggest investments of all time didn't enter the equity portfolio until 2016. percent of the equity portfolio, it's Berkshire's second-largest holding. The stock offers an uninspiring 0.5%

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Private Equity Insights

DECEMBER 1, 2023

is reviewing strategic options for its majority stake in SK Shipping Co., is working with financial advisers as it weighs a potential partial or full sale of its stake, the people said, asking not to be identified because the matter is private. Considers Selling Stake in SK Shipping for $10bn South Korean buyout firm Hahn & Co.

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The Motley Fool

JULY 28, 2024

The conglomerate has dozens of holdings, but there's a single position that stands out. After purchasing shares of Apple (NASDAQ: AAPL) in the first quarter of 2016, this " Magnificent Seven Stock " now makes up 43% of Berkshire's $400 billion portfolio. In fact, I'd argue that now is a terrible time to buy a stake in Apple.

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The Motley Fool

AUGUST 5, 2024

Warren Buffett's biggest stock holding Berkshire Hathaway holds an equity portfolio worth about $300 billion. That's despite some significant sales from the Oracle of Omaha over the past three quarters, including about half Berkshire’s stake in the second quarter. The conglomerate already has a market cap approaching $950 billion.

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The Motley Fool

JULY 17, 2024

portfolio than he has bought. Buffett's biggest buys As mentioned, there are only a few stocks Buffett and his portfolio managers have found particularly attractive during the current bull market. As of this writing, Berkshire's stake in Chubb was worth about $6.8 billion in total during that period.

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The Motley Fool

DECEMBER 21, 2023

First purchased by Berkshire in 2016, Apple is now the conglomerate's largest publicly held stock, making up 50% of its $313 billion investment portfolio. Having one stock make up such a large percentage of a portfolio would make most investors nervous. In 2018, Apple stock was 22% of Berkshire's portfolio. Here's why.

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The Motley Fool

NOVEMBER 18, 2024

Shares of Honeywell International (NASDAQ: HON) hit a new all-time high on Tuesday on news that activist investor Elliott Investment Management had amassed a more than $5 billion stake in the industrial conglomerate. With ownership of between 3% and 4% of the stock, it's now the largest activist investor in the company.

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The Motley Fool

JANUARY 26, 2024

When he's considering buying a stake in a company, Buffett likes to see a long track record of success, solid growth potential, and a strong management team. of its $370 billion portfolio of publicly listed stocks. Warren Buffett led the Berkshire Hathaway investment company to market-beating returns every year (on average) since 1965.

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The Motley Fool

SEPTEMBER 26, 2024

The position accounted for almost half of the conglomerate's entire stock portfolio, and considering it only had a cost-basis of around $38 billion, it was sitting on a very nice profit. Buffett said it was for tax reasons, but then Berkshire proceeded to sell a whopping 49% of its remaining Apple stake during Q2!

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The Motley Fool

JULY 13, 2024

Buffett's biggest contrarian bet Chevron (NYSE: CVX) ranks as Berkshire Hathaway 's fourth-largest holding, with the conglomerate's position worth nearly $19.1 Sure, Buffett trimmed Berkshire's stake in Chevron by 2.5% The conglomerate's stake in Occidental Petroleum is worth nearly $15.7 earlier this year. of Occidental.

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The Motley Fool

NOVEMBER 13, 2024

Shares of mini-conglomerate Boston Omaha (NYSE: BOC) fell 5.4% Missing the mark, and its co-CEO Boston Omaha is a diversified mini-conglomerate involved in billboard advertising, fiber broadband, insurance, and other financial businesses, and used to be co-run by Warren Buffett's great-nephew Alex Rozek. on Wednesday as of 1:30 p.m.

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The Motley Fool

NOVEMBER 9, 2024

Investing legend Warren Buffett and his conglomerate, Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B) , have not given investors many reasons to buy into the strength of this market. American Express earlier this year leapfrogged Bank of America as the conglomerate's second-largest equity holding and now makes up 14.5%

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The Motley Fool

MAY 27, 2024

Those show up as wholly owned subsidiaries within the growing Berkshire conglomerate, as well as equity investments in its portfolio. Like all large institutional investors, Berkshire Hathaway is required by the Securities and Exchange Commission to publish its equity portfolio's holdings for the public using form 13F every quarter.

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The Motley Fool

AUGUST 31, 2024

As Chairman and CEO of Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B) , Buffett is in charge of managing the bulk of the conglomerate's equity portfolio. But he really made headlines when he sold nearly half of Berkshire's remaining stake last quarter. billion portfolio, buying 1.95 billion portfolio.

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The Motley Fool

APRIL 21, 2024

While the portfolio has stakes in two dozen companies in all, the vast majority is held in just four stocks. million Berkshire shares in a stake worth nearly $7.96 Those factors help explain why Berkshire Hathaway continues to be among Gates' largest stakes. Image source: Getty Images. Currently, the trust holds 19.9

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The Motley Fool

NOVEMBER 28, 2023

latest 13F filing revealed that the conglomerate trimmed its stake in Amazon by roughly 5%. However, Buffett said that several of the conglomerate's major equity holdings were overseen by the two investment managers. Buffett revealed in an interview with CNBC in 2019 that Berkshire had at long last added Amazon to its portfolio.

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The Motley Fool

NOVEMBER 14, 2024

portfolio are valued at less than that amount. Of the 15 holdings worth more, Buffett reduced Berkshire's stake in three this year and didn't buy any shares of nine others. We'll get an update on this and more when Berkshire releases its quarterly portfolio update after today's market close.) billion this year.

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The Motley Fool

AUGUST 25, 2024

Not surprisingly, Microsoft is the foundation's largest holding at over 30% of its portfolio. However, after increasing its stake in Berkshire Hathaway (NYSE: BRK.B) (NYSE: BRK.A) Berkshire has also built up a nice energy transmission and utility portfolio. That said, most years Berkshire turns an underwriting profit as well.

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The Motley Fool

OCTOBER 2, 2024

With the sale of its 70% stake in satellite television provider DIRECTV, telecom giant AT&T (NYSE: T) is finally fully out of the media business. The company wasted many billions of dollars over the past decade in an ill-fated attempt to transform itself into a media conglomerate. It paid a staggering $48.5

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The Motley Fool

SEPTEMBER 22, 2024

Buffett's conglomerate has been steadily selling off Bank of America, and it's not fully clear why. Some have suggested that Berkshire is interested in getting its stake below 10% so it doesn't have to report its activity in the stock anymore. In recent years, Bank of America (NYSE: BAC) has been Berkshire's No.

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The Motley Fool

AUGUST 18, 2024

There's good news if you're in that group: Berkshire Hathaway's portfolio offers several great ideas for cash-strapped investors. Should you be concerned that Buffett sold nearly 9% of Berkshire's stake in Bank of America in the second quarter of 2024? of Berkshire's portfolio. I don't think so. BofA still makes up 11.8%

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The Motley Fool

NOVEMBER 7, 2024

Warren Buffett's conglomerate Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B) Berkshire sold another 25% or so of its Apple stock, bringing total year-to-date sales to 600 million shares, or around two-thirds of its stake since the beginning of the year. That eventually grew into the conglomerate we know today.

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The Motley Fool

JANUARY 11, 2024

Much of the conglomerate's success has been the result of smart stock picking by Buffett -- or as he would prefer to say, business picking. Not all of the stocks added to Berkshire's portfolio have performed well, though. Berkshire first initiated a stake in Paramount Global in the first quarter of 2022. A no-brainer buy?

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The Motley Fool

AUGUST 20, 2023

portfolio is invested in these five high-yield dividend stocks. of Berkshire's overall portfolio. of its portfolio. of Berkshire's total portfolio. of Berkshire's overall portfolio. stake in HP (NYSE: HPQ). of the conglomerate's portfolio. It makes up 8.7% However, Berkshire owns a 12.3%

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The Motley Fool

DECEMBER 3, 2023

Diversifying the holdings in your investment portfolio can be a valuable tool for most investors. Buffett's hyper-concentrated approach to portfolio composition won't be a good fit for most investors, but it's undoubtedly served him well through the years. of Berkshire Hathaway's portfolio is invested in Apple stock as of this writing.

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Portfolios Banks Conglomerates Investing 246

The Motley Fool

AUGUST 27, 2024

The conglomerate's portfolio includes a host of high-quality stocks like Apple , Coca-Cola , and American Express , but in 2020, it acquired a small stake in cloud computing company Snowflake (NYSE: SNOW). All three tech giants have diverse portfolios of other growing businesses, which Snowflake doesn't have.

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