We haven’t the faintest idea what the stock market is going to do when it opens on Monday. We’ve not been good at timing. We’ve been reasonably good at figuring out when we were getting enough for our money.
—Warren Buffett
Apple. Berkshire Hathaway. Warren Buffett.
These are big names. And they’re closely linked in a way that’s impossible to ignore.
Here’s why it matters:
- In the second quarter of 2023, Apple’s presence in the Berkshire Hathaway portfolio reached its highest-ever level. It had a weighting of 51% — worth approximately $177 billion at the time.
- Then, by the second quarter of 2024, things suddenly changed. Warren Buffett decided to sell down Apple. And in doing so, Apple’s weighting dropped to just 30.09% of the Berkshire portfolio — worth approximately $84 billion.
Now, some journalists are saying that this is a bearish sign:
- Has Buffett fallen out of love with Apple?
- Is he seeing an apocalypse coming for the stock market?
- Is this why he’s cashing out?
Yes, these questions are dramatic. Sensational. But…be careful of what you believe. The actual truth may be the complete opposite of what has been portrayed:
- In fact, if you look past the lazy reporting in the media, you’ll come across something surprising. Buffett’s sell-down of Apple may actually be a bullish signal. A positive indicator for the long-term prospects of the wider market.
- Here’s why this untold story is such a big deal…
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