How much Apple stock does Warren Buffett own?
Warren Buffett holds 915 million shares of Apple in Berkshire Hathaway's equity portfolio, representing 50.04% of its equity portfolio. Some people confuse that to mean that half of Berkshire Hathaway's investments are in Apple stock. But that's not the case in fact.
Warren Buffett's holding company, Berkshire, has been one of Apple's biggest backers. It owns a 5.9% stake, ranking behind only Vanguard Group, which holds 8.1% through its many mutual funds and exchange-traded funds, according to FactSet.
Apple is Berkshire's largest public stock holding by far. Berkshire's $155 billion Apple stake is roughly four times larger than its second-largest holding. Buffett first bought Apple shares in the first quarter of 2016, and Apple's stock price is up more than 500% since the beginning of 2016.
Granted, Berkshire Hathaway's cost basis per Apple share in the fourth quarter was an estimated $35.39 - far below the current price of $182.52. The bulk of Bloomstran's letter is devoted to Berkshire Hathaway.
Although old-guard favorites such as American Express (AXP) and Coca-Cola (KO) still form the core of the portfolio, Buffett & Co. have taken a shine to names such as Apple (AAPL) and Amazon.com (AMZN), and even to lesser-known firms such as Snowflake (SNOW) and Nu Holdings (NU).
What percentage of Apple (AAPL) stock is held by retail investors? According to the latest TipRanks data, approximately 66.24% of Apple (AAPL) stock is held by retail investors. Who owns the most shares of Apple (AAPL)? Vanguard owns the most shares of Apple (AAPL).
Apple has the makings of a forever stock. Its incredibly powerful brand supports its economic moat. And because customers are also using the company's software and services more, Apple has an ecosystem that drives stickiness. These traits have helped support the business's financial success.
| Ticker | Company | % Portfolio |
|---|---|---|
| MSFT | Microsoft Corp. | 33.98% |
| BRK.B | Berkshire Hathaway Inc. | 16.80% |
| CNI | Canadian National Railway Co. | 16.29% |
| WM | Waste Management Inc. | 14.92% |
- Palo Alto Networks Inc. (ticker: PANW)
- Nvidia Corp. (NVDA)
- Apple Inc. (AAPL)
- Microsoft Corp. (MSFT)
- Alphabet Inc. (GOOG)
- Tesla Inc. (TSLA)
- AllianceBernstein Holding LP (AB)
- Walt Disney Co. (DIS)
The U.S. stock market is considered to offer the highest investment returns over time. Higher returns, however, come with higher risk. Stock prices typically are more volatile than bond prices.
Is Apple a good buy now?
Apple has 21.12% upside potential, based on the analysts' average price target. Is AAPL a Buy, Sell or Hold? Apple has a conensus rating of Moderate Buy which is based on 16 buy ratings, 11 hold ratings and 2 sell ratings.
Berkshire Hathaway Inc.
Berkshire Hathaway first started buying Coca-Cola Co. (NYSE: KO) stock in 1988 and continued accumulating shares since. Berkshire Hathaway now owns 400 million shares of Coca-Cola stock valued at a whopping $22 billion or about 8% of the company.
The lowest closing price for Apple (AAPL) all-time was $0.04, on July 8, 1982. The latest price is $172.69.
| Stock | Number of Shares Owned | Value of Stake |
|---|---|---|
| Coca-Cola (NYSE:KO) | 400,000,000 | $23.8 billion |
| Chevron (NYSE:CVX) | 126,093,326 | $18.9 billion |
| Occidental Petroleum (NYSE:OXY) | 248,018,128 | $15.1 billion |
| Kraft Heinz (NASDAQ:KHC) | 325,634,818 | $11.3 billion |
When he goes down a track that doesn't make sense, he does not pay attention to anything, which is a weakness for a big business leader like him. His biggest weakness is greed. He loves money too much that it interfered with his relationship with his family for a long time.
Buffett's current vehicle, the 2014 Cadillac XTS that he has owned for approximately ten years, is a testament to his reputation for frugality. Despite his ability to afford any luxury car, Buffett drives a vehicle far from the flashy exotic cars one might associate with a billionaire.
Apple Inc. is a publicly traded company, so no individual or entity owns the company in its entirety. However, the majority stakeholder of the company as of 2023 is The Vanguard Group, which holds 7.6% of all outstanding shares.
Founder Jeff Bezos is Amazon's largest individual shareholder, with about $166 billion worth of shares. Institutional investors own about 63% of Amazon shares.
- Vanguard Group – 904,799,079 – 7.28% ...
- BlackRock – 770,420,817 – 6.20% ...
- State Street Corp – 413,134,392 – 3.32% ...
- FMR LLC – 344,140,631 – 2.77% ...
- Geode Capital Management – 225,660,182 – 1.82%
We expect the stock to reach $237 per share by the end of 2025. End of 2026: We predict that Apple's stock price could further increase to $298, driven by continuing interest rate reductions. End of 2030: Apple could reach a market cap of $8.7 trillion by 2030, representing a share price of $561.
How much will Apple stock be worth in 2030?
| Year | Prediction | Change |
|---|---|---|
| 2027 | $ 342.83 | 107.78% |
| 2028 | $ 437.47 | 165.13% |
| 2029 | $ 558.23 | 238.32% |
| 2030 | $ 712.32 | 331.71% |
What does that look like on a brokerage statement? Check out the above chart and you'll see that if you invested $1,000 in Apple stock 20 years ago, it would today be worth almost $530,000. The same $1,000 invested in the S&P 500 would have theoretically turned into $6,186 over the same period.
| Stock | Market capitalization | Year-to-date performance as of April 11 |
|---|---|---|
| Sana Biotechnology Inc. (SANA) | $2.1 billion | 129.4% |
| Uber Technologies Inc. (UBER) | $160 billion | 23.7% |
| Workday Inc. (WDAY) | $70.6 billion | -2.7% |
| Amazon.com Inc. (AMZN) | $1.9 trillion | 24.4% |
"Billionaire CEOs like [Jeff] Bezos, [Mark] Zuckerberg, Jamie Dimon, and the Walton family are selling off massive amounts of their own stocks, and analysts think the CEOS may be bracing for an economic downturn," he said, adding, “An overheated stock market continues to climb to new heights as investors feed that ...
| Stock | Q4 change in shares | Change |
|---|---|---|
| Chevron Corp. (CVX) | +15,845,037 | +14.4% |
| HP Inc. (HPQ) | -79,666,320 | -77.7% |
| Apple Inc. (AAPL) | -10,000,382 | -1.1% |
| Occidental Petroleum Corp. (OXY) | +243,715,804 | +8.7% |
