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Will Warren Buffett Buy More Apple Stock in Q3?
Looking at history may provide a clue into Warren Buffett and company’s future trades. Might Berkshire’s managers be willing to add to the firm’s AAPL position in Q3?
Berkshire allocates over 40% of its assets to Apple. Given such a large ratio, it is reasonable to think that the conglomerate might be reluctant to buy more AAPL shares now. However, the portfolio has been highly concentrated into few names for the past many quarters, suggesting that Berkshire might not be too concerned about diversification. As of Q2, the top 5 holdings accounted for a whopping three-fourths (or 74%) of the firm’s assets. See below. $Apple (AAPL.US)$ $Bank of America (BAC.US)$ $Chevron (CVX.US)$ $American Express (AXP.US)$
Berkshire allocates over 40% of its assets to Apple. Given such a large ratio, it is reasonable to think that the conglomerate might be reluctant to buy more AAPL shares now. However, the portfolio has been highly concentrated into few names for the past many quarters, suggesting that Berkshire might not be too concerned about diversification. As of Q2, the top 5 holdings accounted for a whopping three-fourths (or 74%) of the firm’s assets. See below. $Apple (AAPL.US)$ $Bank of America (BAC.US)$ $Chevron (CVX.US)$ $American Express (AXP.US)$
Berkshire’s AAPL position: buy low, sell high
There seems to be one clear historical trend in how Berkshire adjusts its AAPL position. It helps to keep in mind that Warren Buffett is a classic value investor. Therefore, expect him to be a proponent of the “buy low, sell high” strategy. The chart below shows Berkshire’s stake in Apple stock each quarter since the June 2020 period. But now focus on the more important blue bars below, which display the total number of AAPL shares that Buffett’s company has held in the past eight quarters.
There seems to be one clear historical trend in how Berkshire adjusts its AAPL position. It helps to keep in mind that Warren Buffett is a classic value investor. Therefore, expect him to be a proponent of the “buy low, sell high” strategy. The chart below shows Berkshire’s stake in Apple stock each quarter since the June 2020 period. But now focus on the more important blue bars below, which display the total number of AAPL shares that Buffett’s company has held in the past eight quarters.
The chart below is a scatter plot that shows the inverse relationship between (1) the change in AAPL share price from quarter to quarter and (2) the change in AAPL shares owned by Berkshire Hathaway. In other words: Berkshire has consistently bought AAPL low, sold high.
If history repeats, then it is unlikely that Buffett’s firm will add to its AAPL position in Q3. This is the case because, between the end of Q2 and now, Apple stock has appreciated 14%.
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Ask: Berkshire Hathaway’s portfolio was 40%-plus allocated to AAPL in Q2. If you could advise the Oracle of Omaha himself, would you recommend that his firm buy more Apple stock in Q3?
Disclaimer: Community is offered by Moomoo Technologies Inc. and is for educational purposes only.
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