Buffett's Investment Portfolio Revealed
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 day ago
0mins
Should l Buy BAC?
Source: Fool
- Portfolio Concentration: As of December 31, 2025, over 70.9% of Buffett's Berkshire Hathaway portfolio is concentrated in five stocks: Apple, American Express, Bank of America, Coca-Cola, and Chevron, highlighting a highly concentrated investment strategy and risk management approach.
- Apple Holdings: Apple is Berkshire's largest holding with a market value of $61.9 billion, representing 22.6% of the portfolio; despite selling over 75% of its Apple shares in recent years, it remains a core asset, reflecting Buffett's commitment to long-term investments.
- Historical Investment Returns: Buffett first bought Coca-Cola in 1988 and American Express in 1963, and these long-held stocks have significantly appreciated over decades, becoming key pillars of Berkshire's portfolio, showcasing his investment foresight and patience.
- Investment Strategy Advice: To emulate Buffett's success, The Motley Fool recommends that investors build a diversified portfolio of at least 25 stocks, hoping to identify some big winners that can dominate their portfolios and drive wealth growth.
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Analyst Views on BAC
Wall Street analysts forecast BAC stock price to rise
19 Analyst Rating
15 Buy
4 Hold
0 Sell
Strong Buy
Current: 52.750
Low
55.00
Averages
61.64
High
71.00
Current: 52.750
Low
55.00
Averages
61.64
High
71.00
About BAC
Bank of America Corporation is a bank holding company and a financial holding company. Its segments include Consumer Banking, Global Wealth & Investment Management (GWIM), Global Banking and Global Markets. Consumer Banking segment offers a range of credit, banking and investment products and services to consumers and small businesses. The GWIM includes two businesses: Merrill Wealth Management, which provides tailored solutions to meet clients' needs through a full set of investment management, brokerage, banking and retirement products and Bank of America Private Bank, which provides comprehensive wealth management solutions. Global Banking segment provides a range of lending-related products and services, integrated working capital management and treasury solutions, and underwriting and advisory services. Global Markets segment offers sales and trading services and research services to institutional clients across fixed-income, credit, currency, commodity, and equity businesses.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Bank of America Executive Disposes Holdings: Bank of America (BAC) Chief Risk Officer Geoffrey Greener disposed of 126,756 shares at $53.01 each, generating $6.72 million and reducing his holdings by 8.45%, reflecting concerns over market risks.
- Chevron Director Reduces Stake: Chevron (CVX) director John Hess sold 195,000 shares in the price range of $183.90 to $185.21, totaling $36.03 million, which decreased his holdings by 2.22%, potentially impacting corporate governance structures.
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- Market Expansion: BofA is ramping up hiring in the M&A sector, having previously recruited four veteran bankers from competitors this year, reflecting its commitment to expanding market share in tech dealmaking, particularly as deal activity rebounds.
- Optimistic Outlook: M&A activity is expected to accelerate through 2026, supported by a more balanced regulatory environment in the U.S. and investments in artificial intelligence technologies, with approximately $2 trillion in deals announced this year, marking a 32% increase from the same period last year.
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- IPO Plans: After years of anticipation, SpaceX has filed for an initial public offering (IPO) with the SEC, expected to launch in early June, marking a significant step towards public market entry for the company.
- Retail Investor Allocation: A large portion of the IPO is allocated to retail investors, allowing everyday investors to gain exposure to SpaceX's equity, which enhances market interest and participation in the company's growth.
- Alphabet's Investment Returns: Alphabet invested $900 million in SpaceX in 2015 for a 7% stake, which has since reduced to 6% by the end of last year, while also forming an infrastructure partnership with SpaceX's Starlink, solidifying its strategic position in the space sector.
- EchoStar's Potential Gains: EchoStar has a deal with SpaceX that, pending regulatory approval, will allow it to sell spectrum and receive SpaceX shares, potentially holding a 2.8% stake; if SpaceX reaches a $2 trillion valuation, EchoStar's stake could be worth $56 billion, highlighting its significant potential in the space market.
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- Investor Participation: While retail investors may find it challenging to participate before the listing, companies like Alphabet, Bank of America, and EchoStar already hold stakes in SpaceX, providing indirect exposure to the burgeoning space exploration sector.
- Alphabet's Investment Returns: Alphabet invested $900 million in SpaceX in 2015 for a 7% stake, which has reportedly decreased to 6% by the end of last year, while also forming an infrastructure partnership with SpaceX's Starlink, enhancing its competitive edge in the tech market.
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