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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A) ❤
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Author: bankersfate   😊 😞
Number: of 16624 
Subject: Port: AAPL $57B, AXP $48B
Date: 08/15/2025 12:38 PM
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No. of Recommendations: 1
AXP is within striking distance of AAPL as percentage of portfolio. Add V and MA and you're almost neck and neck. AAPL probably has a lot more risk with tariffs and China.

I wouldn't be surprised to see AXP as #1 by the time Warren retires. I think T&T can value them all just fine so I wouldn't be surprised if it stays a very large position too.

APPL made Berk a lot of gains. I hope they can pull another rabbit out of the hat.
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Author: nola622 ✶  😊 😞
Number: of 16624 
Subject: Re: Port: AAPL $57B, AXP $48B
Date: 08/15/2025 12:46 PM
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Apple is like $64.5 Billion and AXP is $46.4 Billion - 39% apart
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Author: bankersfate   😊 😞
Number: of 16624 
Subject: Re: Port: AAPL $57B, AXP $48B
Date: 08/15/2025 3:00 PM
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Sorry, I meant to state "As of June 30, 2025"

Apple had a nice couple of weeks since China tariffs postponed and Trump exempting them for investing $x00B into USA.
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Author: hclasvegas   😊 😞
Number: of 16624 
Subject: Re: Port: AAPL $57B, AXP $48B
Date: 08/15/2025 3:15 PM
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I suspect Buffett has already sold another 15-20 million shs of apple. By year end will he sell some high cost oxy to offset some of the gains?
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