Abel's Five-Stock Focus Concentrates Berkshire's $355B Portfolio

TL;DR Summary
Greg Abel is concentrating Berkshire Hathaway's $355B portfolio, with 63% ($222.3B) allocated to five stocks: Apple ($70.88B, 20%), American Express ($52.91B, 14.9%), Coca-Cola ($34.73B, 9.8%), Bank of America ($32.49B, 9.1%), and Alphabet ($31.28B, 8.8%). These are largely legacy holdings—AmEx and Coca-Cola—while Berkshire's tilt toward tech grows with Alphabet and Apple; Bank of America has been trimmed since mid-2024 and could be reduced further.
- Warren Buffett's Successor, Greg Abel, Has 63% of Berkshire Hathaway's $355 Billion Portfolio Invested in Just 5 Standout Stocks Yahoo Finance
- Greg Abel Sold 15 Buffett Stock Positions in His First Quarter as Berkshire CEO. What His Early Portfolio Moves Signal for Shareholders. Yahoo Finance
- Greg Abel Just Sold 2.3 Million Shares of Amazon Stock. Here's Why That Could Be a Huge Mistake. The Motley Fool
- The Real Reason Berkshire Sold Every Amazon Share Has Nothing to Do With Amazon 24/7 Wall St.
- Prediction: Greg Abel Will Continue Holding This Berkshire Hathaway Stock That Warren Buffett Backed for Decades. AOL.com
Reading Insights
Total Reads
0
Unique Readers
6
Time Saved
13 min
vs 14 min read
Condensed
98%
2,761 → 63 words
Want the full story? Read the original article
Read on Yahoo Finance