Warren Buffett’s Berkshire Hathaway portfolio remains a focal point for investors seeking insights into the billionaire’s investment strategy.
As of the fourth quarter of 2024, Bank of America Corporation (NYSE: BAC) remains a significant holding, accounting for 11.18% of the portfolio and valued at approximately $29.9 billion. Despite reducing his stake by 15% to 680,233,587 shares, Buffett’s substantial investment in Bank of America underscores his confidence in the bank’s long-term potential.
This confidence persists even with a slight dip in the share price, which has seen a year-to-date decrease of 10%.
Warren Buffett owns 4.6% of the entire U.S. Treasury Bill market, per Bloomberg.
— unusual_whales (@unusual_whales) April 27, 2025
Bank of America, a global banking powerhouse, serves a broad client base of 68 million through its 3,900 branches and 16,000 ATMs, as well as boasting 56 million digital users. The bank’s financial performance in 2024 was impressive, with revenue increasing by 11.94% year-over-year to $192.4 billion and net income rising by 2.6% to $25.5 billion.
Warren Buffett: "You've got to be prepared — when you buy a stock — to have it go down 50% or more." pic.twitter.com/iUItxMVXld
— unusual_whales (@unusual_whales) April 26, 2025
The fourth quarter alone saw a net income of $6.7 billion, or $0.82 per share, and revenue climbed 15% to $25.3 billion. Analysts project a profit of $0.80 per share for the fiscal first-quarter earnings of 2025, slightly down from $0.83 in the year-ago quarter.
It's Berkshire Hathaway Meeting weekend!
Last year, I read all of Warren Buffett's public writings
Here are the 10 biggest lessons I learned: pic.twitter.com/lwe2gqSoo0
— Compounding Quality (@QCompounding) April 29, 2025
Buffett reduces significant Bank of America stake
Bank of America’s management remains optimistic despite challenges in the broader market, such as overinflated valuations and rising interest rates. The company’s focus on growing and monetizing its vast customer base and digital platforms has set it apart from competitors like JPMorgan Chase and Citigroup. However, external economic policies have put pressure on the bank’s stock.
Warren Buffett isn’t just the best investor in the world—he’s in a league of his own.
Imagine investing $10,000 in Berkshire Hathaway back in 1965…
Today, that would be worth over $2 billion (!)
Here are 100 of his most powerful investing quotes: pic.twitter.com/2qCvHIG8rA
— Compounding Quality (@QCompounding) April 28, 2025
On April 3, BAC shares decreased by 5.3% to $39.63 following global tariff announcements by President Donald Trump. As of April 24, shares traded at $39.54. While Bank of America remains a solid component of Warren Buffett’s portfolio, investors are encouraged to assess all investment opportunities.
Emerging sectors, like artificial intelligence (AI), hold promise for substantial returns within shorter timeframes. Conducting comprehensive research and considering both established giants like Bank of America and innovative up-and-comers in rapidly evolving industries is crucial for making informed investment decisions.
