Tracking Warren Buffett's Berkshire Hathaway Portfolio - Q2 2024 Update
2024-08-14 23:49:46 ET
Summary
- Berkshire Hathaway's 13F stock portfolio value decreased from ~$332B to ~$280B in Q2 2024, with the top five positions accounting for ~73% of the portfolio.
- The article provides insights into Berkshire Hathaway's stock portfolio changes, including new stakes in Ulta Beauty and Heico Holdings, as well as stake disposals in Paramount Global and Snowflake Inc.
- Details on stake increases in companies like Occidental Petroleum and Chubb Limited, as well as stake decreases in companies like Apple Inc. and Chevron Corp., are also provided in the article.
This article is part of a series that provides an ongoing analysis of the changes made to Berkshire Hathaway’s 13F stock portfolio on a quarterly basis. It is based on Warren Buffett’s regulatory 13F Form filed on 08/14/2024. Please visit our Tracking 10 Years Of Berkshire Hathaway's Investment Portfolio article series for an idea on how his holdings have progressed over the years and our previous update for the moves in Q1 2024.
During Q2 2024, Berkshire Hathaway’s ( BRK.A ) ( BRK.B ) 13F stock portfolio value decreased from ~$332B to ~$280B. The top five positions account for ~73% of the portfolio: Apple Inc., Bank of America, American Express, Coca-Cola, and Chevron. There are 36 individual stock positions, many of which are small compared to the overall size of the portfolio....
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Tracking Warren Buffett's Berkshire Hathaway Portfolio - Q2 2024 Update