Report
Greggory Warren, CFA

Berkshire's Purchase of Additional Apple Shares Lifts Tech Giant to Top Spot in Equity Portfolio

There were few big surprises in wide-moat-rated Berkshire Hathaway's first-quarter 13-F filing. The company already announced in mid-February the sale of 35 million shares of Phillips 66 common stock for $3.3 billion in a private transaction with the oil and gas company. CEO Warren Buffett also alluded recently to the purchase of 74.2 million additional shares of Apple for an estimated $12.5 billion, which lifted the tech giant to more than one fifth of Berkshire's equity portfolio, noting that ...
Underlying
Berkshire Hathaway Inc

Provider
Morningstar
Morningstar

Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offer an extensive line of products and services for individual investors, financial advisors, asset managers, and retirement plan providers and sponsors.

Morningstar provides data on approximately 530,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 18 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar also offers investment management services through its investment advisory subsidiaries and had approximately $185 billion in assets under advisement and management as of June 30, 2016.

We have operations in 27 countries.

Analysts
Greggory Warren, CFA

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