Warren Buffett is widely regarded as one of the greatest investors of all time. One way to share in his success is to invest in his firm, Berkshire Hathaway (BRKB), which sits near an entry. But is Berkshire a good buy for you now? Let’s take a close look at the fundamental and technical performance of the ultimate Warren Buffett stock.
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Berkshire Hathaway is a conglomerate that owns some of America’s most famous firms. It wholly owns the likes of Geico, Duracell, Dairy Queen, Fruit of the Loom and railroad operator BNSF.
Berkshire Hathaway is perhaps more famous for serving as an investment vehicle for Warren Buffett and his top lieutenant, Charlie Munger. Following their value investing philosophy, the company owns huge stakes in American Express (AXP), Coca-Cola (KO) and other heavy hitters.
But the definition of a Warren Buffett stock has evolved in recent years.
Under investment managers Todd Combs and Ted Weschler, Berkshire Hathaway has been increasingly sinking money into tech stocks. It’s taken large positions in established giants like Apple (AAPL), as well as younger companies like Brazilian payments provider StoneCo (STNE) and young software firm Snowflake (SNOW). Berkshire has also snapped up a stake in Amazon.com (AMZN).
Berkshire Hathaway Tweaks Portfolio, Exits TSM Stock
In Q1, Berkshire Hathaway exited its stake in Taiwan Semiconductor (TSM), the world’s largest contract chipmaker. It is a big supplier to Apple (AAPL), his firm’s top holding. In contrast, Berkshire raised its holdings of Apple stock by 2% to 915.6 million shares.
Warren Buffett also increased his firm’s holdings of Bank of America (BAC) by 2% to 1.03 billion shares. While Bank of America is the No. 1 Warren Buffett stock by number of shares, Apple is the No. 1 stock in Berkshire’s portfolio by market value.
Berkshire also grew its already sizable position in HP (HPQ)) by 15% to 120.9 million shares.
Buffett also maintained his interest in the streaming wars after keeping a position of 93.7 million shares in Paramount Global (PARA). The Paramount+ streaming service…
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