Warren Buffett's Latest Stock Holdings Revealed

Berkshire Hathaway's Warren Buffett continues to dominate, as disclosed in the latest 13F report. This pivotal data release indicates significant shifts in investment, particularly concerning tech giant Apple and financial leader American Express.

Date: 21-02-2025

AI Rating: 7

Key Holdings from Berkshire Hathaway
Warren Buffett's portfolio at Berkshire Hathaway is heavily concentrated, with 60% of his investments allocated to just four stocks: Apple, American Express, Bank of America, and Coca-Cola. Each holding brings unique strengths and some challenges.

Apple (NASDAQ: AAPL)
Apple remains the largest holding, comprising 24.6% of Buffett's portfolio. Despite a substantial sell-off of shares, Apple’s solid management and move towards subscription services enhance its earnings per share (EPS) potential. The stock buyback program further supports EPS growth, although its current high P/E ratio suggests it might be overvalued.

American Express (NYSE: AXP)
American Express is Buffett’s second-largest holding at 15.8% of the portfolio. The credit services provider’s unique business model generates income from both cardholder fees and merchant transactions. Its historical stability during economic downturns boosts its net income resilience, making it an attractive option for long-term investors.

Bank of America (NYSE: BAC)
Comprising 10.7% of the total portfolio, Bank of America benefits from rising interest rates, bolstering its net interest income. The cyclical nature of financials usually aligns with economic growth periods, promoting profit margin stability during expansions. However, its current valuation could be a concern for value-focused investors.

Coca-Cola (NYSE: KO)
This consumer staple accounts for 9.2% of Berkshire’s stake. Coca-Cola's resilient business model ensures steady revenue streams, regardless of economic conditions. The consistent increase in dividends enhances shareholder returns and reflects solid profit margins.

Overall, Berkshire's strategic portfolio concentration indicates strong confidence in these companies, but the varying valuations present challenges. Investors should consider the implications of the latest data on stock performance.

Stocks: AAPL AXP BAC KO