Warren Buffett, known as the Oracle of Omaha, is a renowned investor and CEO of Berkshire Hathaway. Warren Buffett’s Berkshire Hathaway is holding a cash pile close to $350 billion.

Asked at Berkshire’s historic 60th annual meeting in Omaha, Nebraska, as to when the cash will be used to buy stocks, Buffett said, “Things get extraordinarily attractive very occasionally.” At some point, he said, the company would be “bombarded with offerings that we’ll be glad we have the cash for.”

Post the announcement of Trump tariff’s, the stock markets are facing increased volatility. While both S&P 500 and Nasdaq are in red, stock price of Berkshire Hathaway has seen a 20% increase so far in 2025.

More than which stocks Warren Buffett is buying, the buzz is about which stocks he holds and which stocks he has sold recently. This is because Warren Buffett has not been a net buyer of stocks since 2022.

In the first three months of 2025, he continued to sell stocks after offloading stocks for the tenth consecutive quarter. Buffett sold $4.7 billion in stocks in the three months ended March 31, more than the $3.2 billion he bought.

If you are looking for an answer to Warren Buffett’s strategy, here it is. It’s not diversification that has helped as nearly two-thirds of Warren Buffett stock holdings are in just five companies. The reason is related to the Warren Buffett’s disciplined approach that has been developed over many decades.

Top five stocks in Warren Buffett’s portfolio

The top five stocks in Warren Buffett’s portfolio are Apple, American Express, Bank of America, Coca-Cola and Chevron. The fair value of the five largest holdings at March 31, 2025 and December 31, 2024 represented 69% and 71%, respectively.  

The highest allocation is into Apple with a portfolio value of $60.27 billion. Next is American Express with portfolio value of $38.24 billion holding 151.6 million shares. Since he started buying American Express stock in 1991, Buffett hasn’t sold a single share.

The third biggest holding of Warren Buffett’s portfolio is Bank of America. Buffett still owns more than 680 million shares of Bank of America, valued at almost $26 billion, or 9.7% of Berkshire’s portfolio, even though he cut his holdings by roughly 15% in the final quarter of 2024.

Coca-Cola has the fourth-largest portfolio share, with a value of $29.7 billion. Buffett’s ‘forever’ holding strategy is demonstrated by the fact that he hasn’t sold a single share of the beverage behemoth since he originally acquired it in 1988.

A relatively recent addition to the portfolio, Chevron is an energy stock with a holding value of 6.36 billion that was added in 2020.

Warren Buffett’s portfolio

Beyond a minor investment in Diageo, Berkshire’s new position in Constellation Brands is the company’s first sizable foray into the alcoholic beverage sector. Berkshire increased their holdings in Domino’s Pizza over the remainder of 2024 after purchasing an initial stake in the company in the middle of the year.

Warren Buffett’s love for Japanese companies unfolded in 2023. Today, Shares of Marubeni, Mitsubishi, Mitsui, Sumitomo and Itochu collectively called ‘Sogo Shosha’ companies form a formidable part of Warren Buffett’s portfolio.

Recently, Berkshire Hathaway, led by Warren Buffett, had increased its holdings in the five Japanese trading houses, according to regulatory filings. Berkshire’s stake in Mitsui & Co increased to 9.82% and even in the other Japanese companies. Buffett plans to maintain his position in Japan’s top trading firms for the next 50 years, following significant investments abroad in recent years.

Warren Buffett is the only person in the list of the world’s top 10 wealthiest individuals to increase their fortune in 2025. No wonder, the 94-year-old Warren Buffett is perhaps the world’s most closely watched investor. Investors have been in awe for years, from reading his mind to the investment strategies he employs and getting a glimpse inside his portfolio.