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Changes To Berkshire Hathaway’s Portfolio In Q4

Published 02/10/2019, 11:31 PM
Updated 07/09/2023, 06:31 AM

After the market closes on Thursday, February 14, Berkshire Hathaway (NYSE:BRKa) will release its SEC 13F filing for the fourth quarter of 2018. Since the S&P 500 (total return) declined by 13.5% during the fourth quarter, it is very likely that Warren Buffett invested a substantial portion of Berkshire’s cash position of over $100 billion.

In addition, portfolio managers Todd Combs and Ted Weschler may have made changes to their investments. During the third quarter, Berkshire invested about $14 billion, primarily in financial stocks, with its largest addition being $6 billion in Bank of America (NYSE:BAC) as well as an initial stake of $4 billion in JP Morgan Chase (NYSE:JPM).

Since Berkshire’s largest stock holding, Apple (NASDAQ:AAPL), declined by about 40% during the fourth quarter, did Warren Buffett view this as a buying opportunity and add to this investment? Apple represented 25% ($56 billion) of Berkshire’s portfolio as of September 30, 2018.

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