Berkshire Hathaway Has Nearly 14% of Its $359 Billion Portfolio Invested in This Winning Stock That's Doubled in 5 Years

American Express is Berkshire Hathaway's second-largest holding, representing nearly 14% of its $359 billion portfolio. The stock has doubled over the past five years and currently trades at a P/E ratio of 19.5, which analysts consider a compelling entry point. The company benefits from a strong economic moat, premium brand positioning targeting affluent customers, and tailwinds from the cashless economy, with management projecting 10% annual revenue growth and mid-teens earnings per share growth.

09/13/2026, 11:02 AM • The Motley Fool

Warren Buffett's Successor, Greg Abel, Has 82% of Berkshire's $360 Billion Portfolio Concentrated in 10 Superstar Stocks

Greg Abel has taken over as CEO of Berkshire Hathaway following Warren Buffett's retirement. Abel maintains Buffett's strategy of portfolio concentration, with 82% ($294 billion) of Berkshire's $360 billion invested assets concentrated in 10 stocks. A key difference is Abel's willingness to invest in tech stocks like Apple and Alphabet, while maintaining Buffett's core holdings in financial stocks and 'indefinite' holdings like Coca-Cola and American Express.

09/11/2026, 5:06 AM • The Motley Fool

Warren Buffett's Hand-Picked Successor, Greg Abel, has 68% of Berkshire Hathaway's Portfolio Invested in Just 5 Stocks. Here's My Top Pick for September.

Greg Abel, Warren Buffett's successor as CEO of Berkshire Hathaway, maintains 68% of the portfolio in five major stocks: Apple, American Express, Coca-Cola, Alphabet, and Bank of America. Apple is highlighted as the top pick for September due to new CEO John Ternus's engineering background, upcoming product launches on Sept. 9 including AI-enhanced Siri, and the company's strong competitive moat despite trading at 36x forward earnings.

09/08/2026, 4:10 AM • The Motley Fool

Warren Buffett's Successor, Greg Abel, Has 63% of Berkshire's $360 Billion Portfolio Concentrated in 5 Superstar Stocks

Greg Abel, who took over as Berkshire Hathaway's CEO on December 31, maintains Warren Buffett's investment philosophy of concentrating assets in best ideas. As of August 28, 63% ($226 billion) of Berkshire's $360 billion portfolio is concentrated in five stocks. Tech stocks now comprise over 30% of the portfolio, driven by significant positions in Apple and Alphabet. Abel has tripled Berkshire's Alphabet position and added $17 billion in Q2. Meanwhile, Berkshire has been reducing its Bank of America stake for eight consecutive quarters due to valuation concerns.

09/04/2026, 5:06 AM • The Motley Fool

How Circle Internet Stock Gained 52.6% Last Month

Circle Internet (CRCL) stock surged 52.6% in August 2026, driven by regulatory milestones including New York trust charter approval and national trust authorization, alongside broader crypto market gains. However, the stock remains down 61% from its June 2025 IPO peak, and analysts question whether its premium valuation is justified given weak operating metrics and high short interest of nearly 13%.

09/03/2026, 11:28 PM • The Motley Fool

Here's What $1,000 in Visa Stock at Its IPO Would Be Worth Today

A $1,000 investment in Visa stock at its 2008 IPO would be worth approximately $440,000 today, including reinvested dividends. Visa's exceptional business model, dominant market position as the world's largest credit card network, asset-light operations, and consistent dividend growth over 18 years demonstrate its reliability as a long-term investment that benefits from economic expansion.

09/02/2026, 9:24 AM • The Motley Fool

Loan Delinquencies Edge Lower in Q2, but Some Remain at Very High Levels. Here's What It Means for Investors.

While overall U.S. loan delinquencies declined in Q2 2026, subprime loans remain at multiyear highs, revealing a K-shaped economic recovery where affluent consumers thrive while lower-income households struggle. Mortgage and auto loan delinquencies are rising, with particular pressure on subprime borrowers facing affordability challenges, inflation, and a weakening job market.

09/02/2026, 7:15 AM • The Motley Fool

Berkshire Hathaway Just Sold 3 Bank Stocks. Here’s Why Investors Should Take Notice

Berkshire Hathaway reduced its positions in three bank stocks during Q2 2026: Capital One (58% reduction), Bank of America ($1.7B sale), and Ally Financial (7% reduction). While the exact reasons are unclear, potential factors include concerns about consumer credit deterioration, interest rate risks, and profit-taking in a well-performing financial sector. Berkshire remains heavily invested in banks despite these sales.

09/02/2026, 6:22 AM • The Motley Fool

Here's What $1,000 Invested in Berkshire Hathaway the Day Greg Abel Became CEO Is Worth Now

Since Greg Abel took over as CEO of Berkshire Hathaway at the end of 2025, the stock has been essentially flat, with a $1,000 investment worth only $1,005 today. This marks a stark contrast to Warren Buffett's legacy of 19.7% average annual returns. Despite solid Q2 earnings and a strong cash position of $365.5 billion, Berkshire is on track for its worst performance in over a decade.

09/02/2026, 6:05 AM • The Motley Fool

Warren Buffett and Greg Abel Quietly Hold a Bigger Percentage of This Company Than Any Other in Berkshire's Portfolio (Hint: It's Not Apple or American Express)

Berkshire Hathaway holds nearly 45% of DaVita, a kidney dialysis healthcare company, representing its largest proportional equity stake—larger than Apple or American Express. Despite recent modest sell-offs in 2025, DaVita has surged over 56% year-to-date, driven by strong Q1 earnings that beat analyst expectations. The company offers consistent profitability, revenue growth, and an attractive forward P/E ratio of just over 12.

08/27/2026, 3:03 PM • The Motley Fool

Greg Abel Has Kept 60% of Berkshire's $359 Billion Stock Portfolio in Just 5 Companies, Even After Eliminating 16 Other Positions in His First Quarter. Is That Concentration a Risk for Shareholders?

Since becoming CEO of Berkshire Hathaway, Greg Abel has maintained high concentration in five blue-chip stocks (Apple, American Express, Alphabet, Bank of America, and Coca-Cola), which now represent 60% of the portfolio. While this concentration is largely inherited from Warren Buffett's long-term investments, the article argues that downside risk is manageable given Berkshire's strong financial position. The greater concern is whether Abel can match Buffett's stock selection track record going forward.

08/27/2026, 11:32 AM • The Motley Fool

Berkshire Is Betting on This Legacy Retail Stock

Berkshire Hathaway has invested in Macy's for the first time in six decades, building a 2.8% stake worth approximately $174 million. The investment comes as Macy's executes a turnaround strategy, closing underperforming stores while upgrading others, and posted strong Q1 results with revenue growth and significantly higher earnings. Despite analyst skepticism with an average price target below current levels, Berkshire appears attracted to the retailer's valuation at roughly 10 times trailing earnings.

08/20/2026, 11:15 AM • The Motley Fool

Meet the Dividend Stock That Warren Buffett Backed for Decades. Here's Why It Just Hit an All-Time High Under Greg Abel.

Coca-Cola, Warren Buffett's longest-held equity position, has hit an all-time high under Greg Abel's leadership. The stock is up 26% year-to-date, outperforming the S&P 500's 14% gain. Buffett's 1988 investment of $1.3 billion has grown to nearly $35 billion, with the company maintaining its dominance through strong marketing, a 64-year dividend increase streak, and 6% organic revenue growth despite inflationary pressures.

08/15/2026, 11:27 AM • The Motley Fool

Greg Abel Just Plowed $4.2 Billion Into Warren Buffett's All-Time Favorite Stock

Berkshire Hathaway's new CEO Greg Abel has invested $4.2 billion in stock buybacks during Q2 2026, continuing Warren Buffett's strategy of returning capital to shareholders. Abel has also invested over $20 billion in Alphabet since taking over as CEO. With $365 billion in cash reserves, Berkshire is well-positioned to continue buybacks and strategic investments.

08/15/2026, 9:23 AM • The Motley Fool

Is Berkshire Hathaway Stock a Buy as Warren Buffett Successor Greg Abel Starts to Deploy the Company's Cash Hoard?

Under new CEO Greg Abel, Berkshire Hathaway has shifted from its conservative cash-hoarding strategy to actively deploying capital. The company resumed share buybacks ($4.5B in Q2), became a net stock buyer for the first time in 3+ years (including a $10B Alphabet investment), and acquired homebuilder Taylor Morrison. Operating earnings grew 16% in Q2, though insurance underwriting profits declined. With $365.5B in cash remaining and an attractive valuation (1.85x tangible book value), analysts view the stock as a compelling long-term buy.

08/11/2026, 6:10 AM • The Motley Fool