Second largest shareholder in apple for Warren Buffett by 2027
Anyone following Warren Buffett, $Apple (AAPL.US)$ follows him. $Berkshire Hathaway-A (BRK.A.US)$ , $Berkshire Hathaway-B (BRK.B.US)$ You may know that the technology giant holds the largest position in the portfolio, currently accounting for a whopping 41.2% of Berkshire's total stock investments.
Which stock ranks second? Currently, it is american express co. $Bank of America (BAC.US)$ However, this major bank may not be able to maintain that position for too long.
The current leading candidate
First, I expect apple to continue to stay at the top of Berkshire's list for the coming years. The conglomerate slightly reduced its position in apple in the fourth quarter of 2023, but Mr. Buffett still holds the company and its management in high regard.
I also predict that Apple's stock price will not drop significantly enough to fall from the top position. Certainly, considering its minimal growth, this stock is definitely overvalued. However, artificial intelligence (ai) could be a long-awaited catalyst for apple in the coming years.
However, $Bank of America (BAC.US)$ Which stock has the potential to displace american express co from the second position?
現在、バークシャーのポートフォリオの5％以上を占める銘柄は他に3銘柄だけだ。
$American Express (AXP.US)$ がバンク・オブ・アメリカを追い越すのも、それほど無理ではないだろう。バークシャーのアメックス株の価値は36 billionドル近くあるのに対し、BofAの株は39.1 billionドルだ。バフェット氏がアメリカン・エキスプレスにこれ以上の資金を注ぎ込むとは思えない。しかし、アメックス株は今後3年間でバンク・オブ・アメリカよりも早く成長する可能性があり、おそらくバークシャーのポートフォリオの第2位に滑り込むには十分だろう。
バークシャーはコカ・コーラ株を24.7 billionドル、シェブロン株を20.8 billionドル保有している。バフェット氏がさらにコーラ株を買うとは思えないが、（第4四半期に行ったように）シェブロン株を増やす可能性はある。それでも、私の見方では、どちらの銘柄もアップルに次いでバンク・オブ・アメリカに取って代わる可能性は低い。
Why is there a possibility that another stock will jump to second place?
However, there is a possibility that another stock will surpass Bank of America, American Express, Coca-Cola, and Chevron to become Mr. Buffett's second position. $Occidental Petroleum (OXY.US)$ I think there are enough factors for these stocks to surpass.
Mr. Buffett loves Occidental. He sent a letter to Berkshire shareholders earlier this year stating that he plans to hold shares of the oil and gas production company 'indefinitely.' He also praised Occidental's CEO Vicki Hollub, saying she has a rare talent of knowing how to separate oil and rocks, which is valuable for both shareholders and the country.
What's even more important is Buffett's ongoing demonstration of affection for Occidental through active stock purchases. He started building a position in the stock in the first quarter of 2022. Berkshire currently holds a percentage of the company's shares.28％In August 2022, the conglomerate obtained regulatory approval to acquire up to 50% of Occidental.
At this rate, Berkshire could easily own half of Occidental's shares by the end of 2027. Based on the company's current market capitalization, those shares would be worth approximately $30 billion. While this falls significantly below the level needed to replace Bank of America as Berkshire's second-largest holding, it is not expected that Occidental's market capitalization will remain at current levels.
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