Warren Buffett Stocks: What’s Inside Berkshire Hathaway’s Portfolio?

You need to keep up on Warren Buffett stocks, because while the Berkshire Hathaway (BRKB) chief sticks to a winning investing formula, that doesn’t mean sitting still.


The Oracle of Omaha is a major institutional owner of Apple (AAPL), which you could call the poster child for Warren Buffett stocks due to its strong earnings, returns and management.

But in the third and fourth quarters of 2020, Berkshire Hathaway trimmed its huge position in Apple stock, while keeping a smaller stake in (AMZN) steady. Berkshire first bought Apple shares in Q1 2016 and Amazon stock in Q1 2019.

Other notable Q4 moves included significant new positions in Verizon stock and Chevron (CVX), the latest 13F filings show.

The next 13F filing, for Q1 2021, is due by May 17. That comes after Berkshire Hathaway’s earnings report in early May showed that Buffett was a net seller of stocks in Q1. He sold $6.45 billion in stock last quarter and bought $2.57 billion in stock. That helped Berkshire’s cash pile reach $145.4 billion at the end of last quarter, up 5% from Q4 2020 and just off its high of $145.7 billion in Q3 2020.

However, the ultimate Warren Buffett stock remains Berkshire Hathaway. In Q1 2021, Berkshire bought back $6.6 billion more of its own shares after a record $27.4 billion in repurchases last year. After the company’s annual meeting May 1, the 90-year-old Buffett also revealed which of his vice-chairs will succeed him.

Berkshire Hathaway Sells All Of Pfizer

While Buffett is known as a buy-and-hold investor, there has been major turnover lately.

In Q4 2020, Berkshire dumped Pfizer (PFE), after picking up the coronavirus vaccine stock just the prior quarter. But it added to AbbVie (ABBV), Merck (MRK) and Bristol-Myers Squibb (BMY), after also buying the drug stocks for the first time in Q3.

Berkshire also exited Barrick Gold (GOLD) after slashing its stake in Q3; he opened a position in the miner in Q2. JPMorgan Chase (JPM) shares were also sold off completely in Q4.

Earlier in 2020, Berkshire Hathaway dumped Costco (COST), Delta Air Lines (DAL) and all of its airlines stocks amid the coronavirus hit to global air travel. That came after Berkshire ditched drywall maker USG (USG) in 2019, IBM (IBM) in 2018, and General Electric (GE) in 2017.

Top Buffett stocks tend to be dividend growers. Take Coca-Cola stock, which Buffett began gathering in 1987 and which has grown dividends for nearly 60 years in a row.

Top Warren Buffett Stocks By Size

Here are the top 10 Warren Buffett stocks by number of shares held as of Dec. 31, 2020, based on Berkshire Hathaway’s most recent 13-F filing from Feb. 16:

  • Bank of America (BAC), 1.01 billion
  • Apple (AAPL), 887.1 million
  • Coca-Cola (KO), 400 million
  • Kraft Heinz (KHC), 325.6 million
  • American Express (AXP), 151.6 million
  • Verizon (VZ), 146.7 million
  • U.S. Bancorp (USB), 131.1 million
  • General Motors (GM), 72.5 million
  • Bank of New York Mellon (BK), 72.4 million
  • Wells Fargo (WFC), 52.4 million

Apple Stock Is No. 1 By Value

In Q3, Berkshire Hathaway boosted its position in Bank of America by more than 85 million shares, making it the No. 1 stock by number of shares. While Apple is the No. 2 Warren Buffett stock by that metric, it’s easily No. 1 by market value. Berkshire’s Apple stake was worth $117.71 billion at the end of 2020.

Apple stock makes up about 44% of Berkshire’s total equity portfolio, down from 48% in Q3. But the Apple stake is up massively from 5.8% at the end of 2016. And the iPhone maker also accounts for a big chunk of the total Berkshire portfolio’s surge in value over that period.

The widely followed Berkshire Hathaway stock investment portfolio posted a 20% compounded annual gain between 1965 and 2020, double the returns of the S&P 500, with dividends included, over the same period.

Warren Buffett Investment Strategy

Investor’s Business Daily created a screen of stocks that meet the Buffett investment strategy.

IBD generally uses a different stock-picking strategy than Warren Buffett does, but companies appearing on that Buffett screen can sometimes also be found on the IBD 50 list of top growth stocks.


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