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Here’s Warren Buffett’s updated stock portfolio

Here’s Warren Buffett's updated stock portfolio

As one of the most famous investors of all time, Warren Buffett’s financial moves are keenly watched by investors. The ‘Oracle of Omaha’ is a value investor, preferring to own stock in companies with competitive edges and attractive valuations.

Over the course of 2024, the billionaire has made numerous adjustments to his portfolio — most notable of which are slashing his stakes in Apple (NASDAQ: AAPL) and Bank of America (NYSE: BAC). Others have pointed to his record-breaking cash stockpile as a sign that equities have become too risky at present.

Now, Buffett has once again shaken up his portfolio, per a Form 13-F filing made public on November 14.

Buffett's Form 13-F filing. Source: SEC
Buffett’s Form 13-F filing. Source: SEC

Buffett’s AAPL and BAC selling spree continues

Most notably, Buffett seems to be holding a steady course when it comes to AAPL and BAC — his company, Berkshire Hathaway (NYSE: BRK.A) reduced its stakes in both companies. 

In Q2 2024, Berkshire held 400,000,000 AAPL shares — that position has been slashed by 25% down to 300,000,000.

Bank of America is a stock that Buffett has been consistently selling throughout 2024 — so it comes as little surprise that this quarter saw a 23% reduction in his stake, from 1,032,852,006 BAC shares down to 797,683,307. The investor now owns less than 10% of the company — which means that he is no longer obligated to report trades to the SEC within days.

At press time, AAPL stock was trading at $225.86 — having marked a 2.56% loss on the monthly chart after a relatively lukewarm reaction to the company’s Q4 2024 earnings call, bringing year-to-date (YTD) gains up to 21.66%.

AAPL stock price monthly and YTD charts. Source: Finbold
AAPL stock price monthly and YTD charts. Source: Finbold

BAC stock, on the other hand, has seen a 6.17% price surge over the last 30 days, bolstering YTD returns to 34.04% at the time of writing.

BAC stock price monthly and YTD charts. Source: Finbold

Buffett’s closed, reduced, and new positions

Only one of Buffett’s holdings was completely eliminated — Floor & Decor Holdings (NYSE: FND) saw all 3,977,870 shares sold off. Ulta Beauty (NASDAQ: ULTA) was the second hardest hit — as Berkshire divested from 96% of their ULTA shares, selling 665,903 and keeping just 24,203.

Although the famed investor was initially bullish on SiriusXM (NASDAQ: SIRI), he appears to have had a change of heart — as his holdings in SIRI stock were reduced by 20.8%.

Two new stocks were added to the portfolio. Domino’s Pizza (NYSE: DPZ) was the more significant addition — with 1,277,256 DPZ shares worth roughly $549.4 million purchased. The news caused DPZ shares to rally by 7.32% in the premarket trading session.

DPZ stock price daily chart. Source: Google Finance
DPZ stock price daily chart. Source: Google Finance

In addition, Buffett opened a position in Pool Corp (NASDAQ: POOL) with the purchase of 404,057 shares for approximately $152.25 million. POOL stock surged 7.67% in premarket trading following the announcement.

POOL stock price daily chart. Source: Google Finance
POOL stock price daily chart. Source: Google Finance

Overall, Berkshire remains a net seller of stocks — in the quarter, roughly $36 billion in stocks was sold, while only $1.5 billion was purchased.

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