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“ American Express challenges Apple for #1 slot in Berkshire's portfolio
A combination of big Apple stock sales and steady gains for the share price of American Express has put the credit card company within a few billion dollars of becoming the most valuable holding in Berkshire Hathaway's equity portfolio.
In mid-2023, the Apple stake's value of close to $180 billion was around $154 billion greater than the American Express holdings.
Since then, Berkshire has sold roughly three-quarters of the position.
Last Friday, Apple's lead narrowed to an all-time low was just $4.3 billion. This week it increased to $8.4 billion.“
https://link.cnbc.com/public/43848319 