Big Changes Seen in Warren Buffett and Berkshire Hathaway Stock Holdings: Apple, BofA, IBM, Wells Fargo, Synchrony, Monsanto and More

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Buffett and his portfolio managers still held key airline stakes worth almost $9.2 billion combined as of September 30. These were shown to be in the following:

  • American Airlines Group Inc. (NASDAQ: AAL) is 47 million shares worth $2.23 billion.
  • Delta Air Lines Inc. (NYSE: DAL) is 53.11 million shares worth $2.56 billion.
  • Southwest Airlines Co. (NYSE: LUV) is 47.66 million shares at $2.67 billion.
  • United Continental Holdings Inc. (NYSE: UAL) is 28.21 million shares worth $1.72 billion.

Other stocks still held by Berkshire Hathaway as of September 30, 2017, were shown as follows:

Axalta Coating Systems Ltd. (NYSE: AXTA)

Bank of New York Mellon Corp. (NYSE: BK)

Charter Communications Inc. (NASDAQ: CHTR)

Costco Wholesale Corp. (NASDAQ: COST)

DaVita Inc. (NYSE: DVA)

General Motors Co. (NYSE: GM)

Goldman Sachs Group Inc. (NYSE: GS)

Graham Holdings Co. (NYSE: GHC)

Johnson & Johnson (NYSE: JNJ)

Liberty Media Corp. (NASDAQ: LMCA)

Liberty Global PLC (NASDAQ: LBTYA)

M&T Bank Corp. (NYSE: MTB)

Mastercard Inc. (NYSE: MA)

Mondelez International Inc. (NASDAQ: MDLZ)

Monsanto Co. (NYSE: MON)

Moody’s Corp. (NYSE: MCO)

Phillips 66 (NYSE: PSX)

Procter & Gamble Co. (NYSE: PG)

Restaurant Brands International Inc. (NYSE: QSR)

Sanofi (NYSE: SNY)

Sirius XM Holdings Inc. (NASDAQ: SIRI)

Store Capital Corp. (NYSE: STOR)

Synchrony Financial (NYSE: SYF)

Torchmark Corp. (NYSE: TMK)

United Parcel Service Inc. (NYSE: UPS)

U.S. Bancorp (NYSE: USB)

USG Corp. (NYSE: USG)

Verisign Inc. (NASDAQ: VRSN)

Verizon Communications Inc. (NYSE: VZ)

Verisk Analytics Inc. (NASDAQ: VRSK)

Visa Inc. (NYSE: V)

WABCO Holdings Inc. (NYSE: WBC) was eliminated, as mentioned.

Wal-Mart Stores Inc. (NYSE: WMT)

Investors should keep in mind that UBS reiterated its Buy rating in early October, after the September 30 holdings cut-off date. This came with a price target hike to $319,000 from $291,000 in the A-shares.

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