Investing.com – Warren Buffett is undoubtedly the most listened to investor on the planet, the performance of his investments over the last few decades speaking for itself.
Millions of investors scrupulously copy Buffett’s positions, and each new investment by his company Berkshire Hathaway is in itself an event, which generally causes the price of the shares concerned to jump.
However, Warren Buffett’s biggest positions today are far from new. These are companies that have been present in the investor’s portfolio for several years.
According to the data available in the “Ideas” section of InvestingPro, which lists the positions taken by billionaires and hedge funds, here are the 4 biggest positions in Buffett’s portfolio:
As the year 2025 begins, the question arises as to whether these stocks still represent a good investment for those who did not buy at the same time as the investor.
We therefore wanted to learn more about the prospects of these stocks, by bringing them together in an InvestingPro Watchlist displaying several key data points.
First of all, we note that Bank of America (NYSE:), American Express and Apple (NASDAQ:) have proven to be profitable investments over the last 12 months, with +50.4% for BAC, +74.5% for AXP and +30.2% for AAPL. Coca-Cola (NYSE:) for its part posted a more limited increase of 6.1% over the past year.
As for the outlook, the stock on this list that shows the greatest potential according to InvestingPro Fair Value is Bank of America, with a rather modest upside potential of +14.9%. Conversely, Fair Value estimates that Apple is currently overvalued by more than 21%.
From the analysts’ point of view, Coca-Cola shows the greatest upside potential, at +18.2%, while on the other side of the spectrum, American Express could fall by 2.3% according to them.
So while there are reasons to be interested in some of these Warren Buffett stocks, it’s easy to see that it’s possible to find better opportunities, including within the legendary investor’s portfolio.
Indeed, beyond the 4 main positions mentioned in this article, the Berkshire Hathaway portfolio contains 34 other stocks. These are the 34 stocks that InvestingPro’s ProPicks AI “Best of Buffett” strategy adopts as its investment universe. And the results are more than solid:
Each quarter, after Buffett’s 13F filings with the SEC, the “Best of Buffett” strategy uses AI to sift through Buffett’s portfolio and the masses of data available for each of the stocks in it, in order to identify the best opportunities for the coming quarter.
Knowing that Warren Buffett’s next 13F filing is imminent, the strategy will be updated soon, with a new list of stocks to buy and sell for the next 3 months.
Now is the ideal time to start taking advantage of it, especially since we are still offering a reduction of up to -50% on InvestingPro for a few days!
Finally, note that the Best of Buffett strategy is offered alongside over 30 other AI-managed thematic strategies, including 2 strategies focused on French stocks!
Click here to learn more about all of InvestingPro’s ProPicks AI strategies.
