In an SEC 13F filing released after the market closed today, Berkshire Hathaway revealed an 11% increase ($100 million) in its stake in Amazon during the second quarter of 2019. This stake is now valued at about $1 billion. (Todd Combs or Ted Weschler)
No other major changes were made to Berkshire’s portfolio during the second quarter. Other changes included a 3% increase in its Bank of America holding (Warren Buffett) , as well as a 2% increase in its stake in U.S. Bancorp (Warren Buffett). It also reduced its stake in Charter Communications by 5% (Todd Combs or Ted Weschler).
The total value of Berkshire’s portfolio equaled $208 billion as of June 30, as compared to $199 billion on March 31. Its portfolio consisted of 47 stocks. The top 5 holdings by market value on June 30 were:
(1) Apple — $49.4 billion (Primarily Warren Buffett)
(2) Bank of America — $26.9 billion (Warren Buffett)
(3) Coca Cola — $20.4 billion (Warren Buffett)
(4) Wells Fargo — $19.4 billion (Warren Buffett)
(5) American Express — $18.7 billion (Warren Buffett)