After Successor's Q1 Purge, 4 Stocks Now Make Up Over 50% of Berkshire

After six decades at the helm, Warren Buffett retired as CEO of Berkshire Hathaway (NYSE: BRK-B) on December 31, 2025, leaving his successor Greg Abel with a highly concentrated portfolio: 70% of Berkshire's $381 billion portfolio was invested in a handful of stocks.

Details

According to a report by 24/7 Wall St., Abel executed a significant purge in Q1 2026, further concentrating holdings. Now, just four stocks make up over 50% of the total portfolio. These stocks are:

• Apple Inc. (AAPL) – Technology sector
• Bank of America Corporation (BAC) – Financial Services
• American Express Company (AXP) – Financial Services
• Coca-Cola Company (KO) – Consumer Defensive

Context

Buffett was known for his long-term, concentrated investment strategy, betting on strong companies with durable competitive advantages. Abel appears to be continuing this approach, but intensifying concentration by shedding smaller positions.

What This Means for Investors

This increased concentration signals Abel's high conviction in these four companies. However, a concentrated portfolio carries higher risk if any of these stocks underperforms. Investors should monitor these holdings and assess alignment with their own strategies.