Warren Buffett Berkshire Hathaway
Warren Buffett is one of the world’s most renowned investors and business magnates, often referred to as the “Oracle of Omaha”. As the chairman and CEO of Berkshire Hathaway, he has spent decades building his fortune and reputation through value investing, a strategy focused on purchasing undervalued companies with strong fundamentals.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
JPMorgan Chase
JPM
|
+$1.54B |
| 2 |
General Motors
GM
|
+$684M |
| 3 |
RHT
Red Hat Inc
RHT
|
+$662M |
| 4 |
Bank of America
BAC
|
+$513M |
| 5 |
Suncor Energy
SU
|
+$357M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Oracle
ORCL
|
+$2.13B |
| 2 |
Wells Fargo
WFC
|
+$799M |
| 3 |
Apple
AAPL
|
+$560M |
| 4 |
United Airlines
UAL
|
+$355M |
| 5 |
Phillips 66
PSX
|
+$346M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 45.38% |
| 2 | Technology | 22.7% |
| 3 | Consumer Staples | 18.51% |
| 4 | Industrials | 4.95% |
| 5 | Communication Services | 2.27% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Apple
AAPL
$4.45T
| $39.4B | 21.51% |
998,357,316
-11,557,800
| -1% | -$560M |
|
|
2
Bank of America
BAC
$448B
| $22.1B | 12.06% |
896,167,600
+18,919,000
| +2% | +$513M |
|
|
3
Wells Fargo
WFC
$264B
| $19.7B | 10.74% |
426,768,902
-15,592,798
| -4% | -$799M |
|
4
Coca-Cola
KO
$372B
| $18.9B | 10.35% |
400,000,000
| – | – |
|
5
American Express
AXP
$230B
| $14.5B | 7.89% |
151,610,700
| – | – |
|
6
Kraft Heinz
KHC
$29.2B
| $14B | 7.66% |
325,634,818
| – | – |
|
7
US Bancorp
USB
$100B
| $5.91B | 3.23% |
129,308,831
+4,385,739
| +4% | +$226M |
|
|
8
JPMorgan Chase
JPM
$962B
| $4.89B | 2.67% |
50,116,394
+14,451,627
| +41% | +$1.54B |
|
|
BNY
9
Bank of New York Mellon
BNY
$109B
| $3.81B | 2.08% |
80,937,250
+3,087,774
| +4% | +$150M |
|
10
Moody's
MCO
$82.5B
| $3.45B | 1.89% |
24,669,778
| – | – |
|
11
Delta Air Lines
DAL
$59.5B
| $3.27B | 1.79% |
65,535,000
| – | – |
|
12
Goldman Sachs
GS
$301B
| $3.07B | 1.67% |
18,353,635
| – | – |
|
13
Southwest Airlines
LUV
$22.3B
| $2.55B | 1.39% |
54,847,399
-1,200,000
| -2% | -$63.7M |
|
|
14
General Motors
GM
$78.4B
| $2.42B | 1.32% |
72,269,696
+19,808,285
| +38% | +$684M |
|
15
Charter Communications
CHTR
$18.8B
| $2B | 1.09% |
7,033,499
-307,486
| -4% | -$96.4M |
|
16
DaVita
DVA
$11.4B
| $1.98B | 1.08% |
38,565,570
| – | – |
|
17
VeriSign
VRSN
$26B
| $1.92B | 1.05% |
12,952,745
| – | – |
|
|
18
United Airlines
UAL
$41B
| $1.84B | 1% |
21,938,642
-4,045,900
| -16% | -$355M |
|
|
USG
19
DELISTED
Usg
USG
| $1.66B | 0.91% |
39,002,016
| – | – |
|
20
American Airlines Group
AAL
$10.1B
| $1.4B | 0.77% |
43,700,000
| – | – |
|
21
Visa
V
$677B
| $1.39B | 0.76% |
10,562,460
| – | – |
|
|
LSXMK
22
DELISTED
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
| $1.15B | 0.63% |
40,820,815
| – | – |
|
|
23
Phillips 66
PSX
$89.5B
| $1.02B | 0.56% |
11,895,842
-3,537,182
| -23% | -$346M |
|
24
PNC Financial Services
PNC
$101B
| $966M | 0.53% |
8,263,062
+2,175,743
| +36% | +$278M |
|
25
Mastercard
MA
$492B
| $931M | 0.51% |
4,934,756
| – | – |
|
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Warren Buffett's Q4 2018 Portfolio in Review
As of Q4 2018, Warren Buffett held 49 positions worth $183B, down 17% from $221B the previous quarter. Its ten largest holdings account for 80% of the portfolio.
Warren Buffett's Q4 2018 filing shows 3 new, 7 increased, 6 reduced and 1 closed positions. Its largest new stake was Red Hat Inc: 4,175,792 shares worth $733M. The largest sale was Oracle, an estimated $2.13B.
By sector, the portfolio is most concentrated in Financials at 45% of assets, up from 43% a quarter earlier, followed by Technology and Consumer Staples.
- Warren Buffett's largest Q4 2018 buy was Red Hat Inc: 4,175,792 shares worth $733M.
- Warren Buffett added most to JPMorgan Chase in Q4 2018, an estimated $1.54B increase.
- Warren Buffett's biggest Q4 2018 reduction was Wells Fargo, cutting an estimated $799M.
- Warren Buffett fully exited Oracle in Q4 2018, selling an estimated $2.13B.
- Warren Buffett's ten largest holdings make up 80% of its $183B portfolio in Q4 2018.
- Warren Buffett opened 3 new positions and closed 1 in Q4 2018.
- Warren Buffett's portfolio value fell 17% quarter-over-quarter to $183B.
Based on Berkshire Hathaway's 13F filing for Q4 2018, filed 14 Feb 2019.