Berkshire Hathaway’s Holdings: Bye-Bye Intel

by Alyssa Oursler | August 15, 2012 9:30 am

Warren Buffett’s Berkshire Hathaway (NYSE:BRK.A[1], BRK.B[2]) portfolio has seen some changes of late. Intel (NASDAQ:INTL[3]), for one, got the axe[4].

Visa (NYSE:V[5]), on the other hand, saw its stake trimmed. And Wells Fargo (NYSE:WFC[6]) saw its stake increase even more. Berkshire is now the biggest shareholder of the bank, with over 400 million shares.

Buffett has also been trimming back its shares of consumer stocks[7] like Johnson & Johnson (NYSE:JNJ[8]), Procter & Gamble (NYSE:PG[9]) and Kraft Foods (NASDAQ:KFT[10]). Plus, it recently added shares of newspaper company Lee Enterprises (NYSE:LEE[11]) to its portfolio.

Other holdings in the portfolio include American Express (NYSE:AXP[12]), Wal-Mart (NYSE:WMT[13]), Coca-Cola (NYSE:KO[14]) and Conoco Phillips (NYSE:COP[15]).

For the full list, check out Berkshire’s most recent quarterly report[16].

Endnotes:

  1. BRK.A: http://studio-5.financialcontent.com/investplace/quote?Symbol=BRK.A
  2. BRK.B: http://studio-5.financialcontent.com/investplace/quote?Symbol=BRK.B
  3. INTL: http://studio-5.financialcontent.com/investplace/quote?Symbol=INTL
  4. got the axe: http://www.bizjournals.com/sanfrancisco/blog/2012/08/warren-buffett-wells-fargo-visa-intel.html
  5. V: http://studio-5.financialcontent.com/investplace/quote?Symbol=V
  6. WFC: http://studio-5.financialcontent.com/investplace/quote?Symbol=WFC
  7. shares of consumer stocks: https://investorplace.com/2012/08/berkshire-earnings-buffett-winners-losers/
  8. JNJ: http://studio-5.financialcontent.com/investplace/quote?Symbol=JNJ
  9. PG: http://studio-5.financialcontent.com/investplace/quote?Symbol=PG
  10. KFT: http://studio-5.financialcontent.com/investplace/quote?Symbol=KFT
  11. LEE: http://studio-5.financialcontent.com/investplace/quote?Symbol=LEE
  12. AXP: http://studio-5.financialcontent.com/investplace/quote?Symbol=AXP
  13. WMT: http://studio-5.financialcontent.com/investplace/quote?Symbol=WMT
  14. KO: http://studio-5.financialcontent.com/investplace/quote?Symbol=KO
  15. COP: http://studio-5.financialcontent.com/investplace/quote?Symbol=COP
  16. most recent quarterly report: http://www.sec.gov/Archives/edgar/data/1067983/000119312512355534/0001193125-12-355534.txt

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