Warren Buffett, CEO of Berkshire Hathaway (BRKB), has made significant changes to the company’s portfolio in the fourth quarter of 2024. While sticking to his winning investment formula, Buffett has opened new positions and exited others.
One notable move is the opening of a position in Sirius XM (SIRI), a leading provider of satellite radio services. This is a departure from Berkshire’s previous stance on the stock, which had sold off earlier this year. On the other hand, Buffett’s Berkshire Hathaway has narrowed its stake in Bank of America (BAC) and exited Ulta Beauty (ULTA).
Buffett’s investment strategy remains focused on quality stocks with strong earnings potential. Apple (AAPL) and Chevron (CVX) have seen their massive stakes maintained by Berkshire Hathaway, while Coca-Cola (KO), Kraft Heinz (KHC), Occidental Petroleum (OXY), American Express (AXP), and Sirius XM (SIRI) are among the top stocks in the portfolio.
As of March 2025, Berkshire’s equity portfolio is valued at approximately $272 billion, comprising around 50 stocks. The company’s performance has outperformed the S&P 500 index by nearly double, with a compound annual gain of 19.9% since 1965.
Buffett is known for his long-term approach to investing, often holding onto stocks for years or even decades. However, there has been increased turnover in recent times, with Berkshire Hathaway exiting certain sectors and focusing on quality stocks at fair prices.
With its strong dividend growth and impressive returns, Apple is seen as a prime example of Buffett’s investment strategy in action. The company’s stake in Apple makes up 28% of Berkshire’s total equity portfolio, up from 6% in 2016.
Source: https://www.investors.com/research/warren-buffett-stocks-march-2025