Understanding 13F | The Stock God still loves Apple, but completely abandons TSMC!
Warren Buffett's Berkshire Hathaway continues to increase its holdings in its favorite Apple and its only heavy-weight bank stock, Bank of America! As for TSMC, which was established in the third quarter of last year and significantly reduced its holdings in the fourth quarter, Buffett chose to completely clear its position this time!
Individual investors, the "investment barometer," have disclosed the 13F quarterly report of top Wall Street institutions!
Stock god Buffett's Berkshire Hathaway continued to increase its holdings in its favorite Apple and the only heavy-weight bank stock, Bank of America, while reducing its holdings in Chevron, Activision Blizzard, and completely clearing its position in TSMC!
During the quarter, Berkshire Hathaway's top ten holdings only saw changes in their rankings, with a 2% increase in holdings of Apple and Bank of America, which remained the top two heavy-weight stocks. American Express and Coca-Cola rose in the rankings due to Buffett's reduction in Chevron holdings, while Western Petroleum, ranked sixth, received an additional 17.36 million shares.
Looking back at the first quarter, the US stock market experienced a banking crisis, with three regional banks collapsing in succession. Against this backdrop, Buffett also took the opportunity to clear his position in US Bancorp and Mellon Bank of New York, but also bought into Bank of America and digital bank First Capital Financial Corporation.
In addition, Buffett completely cleared his position in TSMC, which was a chip leader stock that Berkshire Hathaway had just established a position in the third quarter of last year. At that time, it was also the company's tenth largest heavy-weight stock, and was subsequently heavily reduced in the fourth quarter.
