Berkshire Hathaway’s Stock Portfolio Tops $400 Billion




The stock portfolio of Berkshire Hathaway (BRK.A/BRK.B) has topped $400 billion U.S. for the first time as the market sits at a record high.

The portfolio of stocks at holding company Berkshire Hathaway continues to largely be managed by Warren Buffett, the company’s 93-year-old chief executive officer (CEO) who is widely viewed as one of the greatest investors of all time.

The $400 million milestone comes amid a rally in shares of Apple (AAPL), which is the largest holding in Berkshire’s equity portfolio.

Apple’s stock has risen nearly 40% since mid-April and is currently trading at an all-time high of $228.68 U.S. per share on a split adjusted basis.

Buffett is known for holding blue-chip stocks for the long-term. Other top holdings in Berkshire’s portfolio include Coca-Cola (KO), American Express (AXP), and Bank of America (BAC).

Buffett has held the same position in Coca-Cola stock since the early 1990s.

Apple is by far Berkshire’s largest holding, accounting for 44.5% of the entire portfolio. However, Buffett reduced his position in Apple by 10% earlier this year as the stock slumped.

Now, the rebound in Apple’s share price is propelling Berkshire Hathaway’s portfolio to new heights. Other winners in the portfolio this year include Amazon and American Express.

However, the rising value of the stock portfolio hasn’t helped Berkshire’s own share price all that much.

So far this year, Berkshire Hathaway’s more affordable Class B stock is up 13%, slightly below the 18% gain in the benchmark S&P 500 index.

Berkshire’s Class B stock is currently trading at $410.52 U.S. per share, up 92% over the last five years.



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