Warren Buffett’s Investment Strategy: Key Insights
Warren Buffett, CEO of Berkshire Hathaway, has achieved a nearly 5,800,000% cumulative return in Class A shares (BRK.A) since he took the helm 60 years ago, significantly outperforming the S&P 500. As of July 14, Berkshire’s investment portfolio totals around $292 billion, with 58% (approximately $169 billion) concentrated in just four key stocks.
Top Holdings Overview
- Apple: $62.6 billion (21.5% of invested assets) – Buffett has reduced his stake by 67% since September 2023.
- American Express: $48.7 billion (16.7% of invested assets) – A long-term holding since 1991, benefitting from fee revenues and loans.
- Bank of America: $29.7 billion (10.2% of invested assets) – Buffett has sold over 401 million shares since July 2024 but remains one of his top three holdings.
- Coca-Cola: $27.8 billion (9.5% of invested assets) – Known for consistent cash flow and a significant annual yield, making it a “forever” stock for Buffett.
