by Fred Fuld III
You know, if you are thinking of investing in Apple (AAPL) stock, you just might want to consider buying shares of Warren Buffett’s Berkshire Hathaway (BRK-A) (BRK-B) stock, as 40% of the Berkshire portfolio is made up of Apple.
This way, if Apple does well, you participate through Berkshire, and if it doesn’t, at least you have diversification though Berkshire’s ownership of over 45 other stocks.
So let’s look at the rest of Buffett’s portfolio. In the first quarter of the year, he sold out of two companies, Suncor Energy (SU) and Synchrony Financial (SYF).
Warren Buffett has been reducing positions in a couple bank stocks, US Bancorp (USB) and Wells Fargo (WFC). He has also been lightening up on General Motors (GM), Chevron (CVX), Abbvie (ABBV), Bristol-Myers Squibb (BMY), Merck (MRK), Stoneco (STNE), Axalta Coating (AXTA), Sirius XM Radio (SIRI), and Liberty Global (LBTYA).
He hasn’t been buying much, but he has been adding to his positions in Verizon (VZ), buying over 12 million additional shares. He also added 17.5 million shares to his Kroger (KR) position, and bought more Restoration Hardware (RH) and Marsh & McLellan (MMC).
There is one brand new stock in the Berkshire Hathaway portfolio., the insurance company Aon (AON). The stock has a trailing price to earnings ratio of 27.5 and a forward P/E of 22.5. It pays a yield of 0.81%.
To see the list of all the Warren Buffett holdings, click HERE.
Maybe some of these stocks will make you as successful as Warren Buffett.
Disclosure: Author owns AAPL.
