Why Did Warren Buffett Sell More Apple Shares?

Motley Fool11-04

Does Buffett know something we don't?Image source: Getty ImagesWarren Buffett, the legendary investor behind Berkshire Hathaway Inc (NYSE: BRK.A) (NYSE: BRK.B), has recently made a series of bold ...

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TheTrueIsOutThere
11-04
TheTrueIsOutThere
But if... war is coming? Global war: Iran - Israel, Russia - Ukraine, Poland, Baltics, rest of Europe, North - South Koreas, China - Taiwan and of course US vs all bad guys countries. Than we got the answer about WB sell off moves.

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Let's dive in and see. Berkshire's performance is seen alongside Apple for 2024 in the chart below.Why is Warren Buffett selling Apple shares?If only we were a neuron located inside Warren Buffett's investment cortex. One could only imagine the colosseum of knowledge available on markets.Without the benefit of this location – or having a direct seat on Berkshire's investment committee – we won't exactly know why Buffett sold down the Apple stake, until the famed investor tells us so.The sales come after Apple reported its Q4 earnings last week, posting revenue growth of 6% to $95 billion.In total, Berkshire has sold more than 600 million shares in the iPhone maker this year.But this isn't the first time Warren Buffett has trimmed Berkshire's Apple position. Nor should it come as a major surprise, given his language at the AGM on locking in gains while federal capital gains taxes remain lower.And even after this major sell-off, Apple remains Berkshire's largest stock holding, valued at nearly US$70 billion.But the conglomerate's strategy here adds to a list of stock sales made this month, including selling down Bank of America (NYSE: BAC) during the quarter.These sales have left the company with a record $325.2 billion in cash, held in US Treasury bills of various maturity.Cash is king? Or cash is trash?The big question on everyone's lips is what Warren Buffett's moves signal for the broader financial markets. The investor has long said his favourite holding period is \"forever\", but this isn't his only holding period, either.While he's long admired Apple, selling such a significant portion signals a move to build cash reserves for future opportunities.Or it could be possibly to hedge against what he sees as high market valuations. Not to mention, Berkshire is an enormous insurance operation at its core.According to CFRA Research, the cash hoarding \"suggests a 'risk-off' mindset, and investors may worry what it means for the economy and markets\", according to Reuters.Berkshire also has to contend with the fact its investment universe is quite narrow. This means its options to deploy the cash are limited without a huge acquisition.Foolish takeoutWarren Buffett's recent decision-making highlights the importance of a balanced portfolio. Even with Apple's strong performance, he's chosen to take some profits and bolster cash.As investors, Buffett's move is a reminder: Don't become overly reliant on even the strongest stocks.This might reflect a broader caution, signalling that Buffett is preparing for potential market changes. But time will tell what the famed investor has up his sleeve.Berkshire class B shares are up 28% in the past year.","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"Shareholding Changes","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[{"id":367374389674320,"gmtCreate":1730706014739,"gmtModify":1730711529651,"author":{"id":"4186858358567572","authorId":"4186858358567572","name":"TheTrueIsOutThere","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"4186858358567572","authorIdStr":"4186858358567572"},"htmlText":"But if... war is coming? Global war: Iran - Israel, Russia - Ukraine, Poland, Baltics, rest of Europe, North - South Koreas, China - Taiwan and of course US vs all bad guys countries. Than we got the answer about WB sell off moves.","listText":"But if... war is coming? Global war: Iran - Israel, Russia - Ukraine, Poland, Baltics, rest of Europe, North - South Koreas, China - Taiwan and of course US vs all bad guys countries. Than we got the answer about WB sell off moves.","text":"But if... war is coming? Global war: Iran - Israel, Russia - Ukraine, Poland, Baltics, rest of Europe, North - South Koreas, China - Taiwan and of course US vs all bad guys countries. Than we got the answer about WB sell off moves.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/367374389674320","repostId":2480888348,"repostType":2,"repost":{"id":"2480888348","pubTimestamp":1730689392,"share":"https://ttm.financial/m/news/2480888348?lang=&edition=fundamental","pubTime":"2024-11-04 11:03","market":"us","language":"en","title":"Why Did Warren Buffett Sell More Apple Shares?","url":"https://stock-news.laohu8.com/highlight/detail?id=2480888348","media":"Motley Fool","summary":"If only we were a neuron located inside Warren Buffett's investment cortex. One could only imagine the colosseum of knowledge available on markets.  Without the benefit of this location – or having a direct seat on Berkshire's investment committee – we won't exactly know why Buffett sold down the Apple stake, until the famed investor tells us so. The sales come after Apple reported its Q4 earnings last week, posting revenue growth of 6% to $95 billion. In total, Berkshire has sold more than 600 million shares in the iPhone maker this year. But this isn't the first time Warren Buffett has trimmed Berkshire's Apple position. Nor should it come as a major surprise, given his language at the AGM on locking in gains while federal capital gains taxes remain lower. And even after this major sell-off, Apple remains Berkshire's largest stock holding, valued at nearly US$70 billion. But the conglomerate's strategy here adds to a list of stock sales made this month, including selling downBank of ","content":"<html><head></head><body><p>Does Buffett know something we don&#39;t?</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6ae6154c15ac99b09cf8b75cbff05bb2\" alt=\"Image source: Getty Images\" title=\"Image source: Getty Images\" tg-width=\"1200\" tg-height=\"675\"/><span>Image source: Getty Images</span></p><p style=\"text-align: start;\">Warren Buffett, the legendary investor behind <strong>Berkshire Hathaway Inc </strong>(NYSE: BRK.A) (NYSE: BRK.B), has recently made a series of bold moves with the conglomerate&#39;s portfolio.</p><p style=\"text-align: start;\">The famed capitalist has reduced the firm&#39;s stake in <strong>Apple Inc</strong> (NASDAQ: AAPL), selling around 100 million Apple shares according to Berkshire filings.</p><p style=\"text-align: start;\">In total, this represents about 25% of Berkshire&#39;s stake. Let&#39;s dive in and see. Berkshire&#39;s performance is seen alongside Apple for 2024 in the chart below.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/fe0bf4b22a37feea32e94de5ca2a47e1\" tg-width=\"1218\" tg-height=\"620\"/></p><h2 id=\"h-why-is-warren-buffett-selling-apple-shares\" style=\"text-align: start;\">Why is Warren Buffett selling Apple shares?</h2><p style=\"text-align: start;\">If only we were a neuron located inside Warren Buffett&#39;s investment cortex. One could only imagine the colosseum of knowledge available on markets.</p><p style=\"text-align: start;\">Without the benefit of this location – or having a direct seat on Berkshire&#39;s investment committee – we won&#39;t exactly know why Buffett sold down the Apple stake, until the famed investor tells us so.</p><p style=\"text-align: start;\">The sales come after Apple reported its Q4 earnings last week, posting revenue growth of 6% to $95 billion.</p><p style=\"text-align: start;\">In total, Berkshire has sold more than 600 million shares in the iPhone maker this year.</p><p style=\"text-align: start;\">But this isn&#39;t the first time Warren Buffett has trimmed Berkshire&#39;s Apple position. Nor should it come as a major surprise, given his language at the AGM on locking in gains while federal capital gains taxes remain lower.</p><p style=\"text-align: start;\">And even after this major sell-off, Apple remains Berkshire&#39;s largest stock holding, valued at nearly US$70 billion.</p><p style=\"text-align: start;\">But the conglomerate&#39;s strategy here adds to a list of stock sales made this month, including selling down <strong>Bank of America</strong> (NYSE: BAC) during the quarter.</p><p style=\"text-align: start;\">These sales have left the company with a record $325.2 billion in cash, held in US Treasury bills of various maturity.</p><h2 id=\"h-cash-is-king-or-cash-is-trash\" style=\"text-align: start;\">Cash is king? Or cash is trash?</h2><p style=\"text-align: start;\">The big question on everyone&#39;s lips is what Warren Buffett&#39;s moves signal for the broader financial markets. The investor has long said his favourite holding period is &#34;forever&#34;, but this isn&#39;t his only holding period, either.</p><p style=\"text-align: start;\">While he&#39;s long admired Apple, selling such a significant portion signals a move to build cash reserves for future opportunities.</p><p style=\"text-align: start;\">Or it could be possibly to hedge against what he sees as high market valuations. Not to mention, Berkshire is an enormous insurance operation at its core.</p><p style=\"text-align: start;\">According to CFRA Research, the cash hoarding &#34;suggests a &#39;risk-off&#39; mindset, and investors may worry what it means for the economy and markets&#34;, according to <em>Reuters.</em></p><p style=\"text-align: start;\">Berkshire also has to contend with the fact its investment universe is quite narrow. This means its options to deploy the cash are limited without a huge acquisition.</p><h2 id=\"h-foolish-takeout\" style=\"text-align: start;\">Foolish takeout</h2><p style=\"text-align: start;\">Warren Buffett&#39;s recent decision-making highlights the importance of a balanced portfolio. Even with Apple&#39;s strong performance, he&#39;s chosen to take some profits and bolster cash.</p><p style=\"text-align: start;\">As investors, Buffett&#39;s move is a reminder: Don&#39;t become overly reliant on even the strongest stocks.</p><p style=\"text-align: start;\">This might reflect a broader caution, signalling that Buffett is preparing for potential market changes. But time will tell what the famed investor has up his sleeve.</p><p style=\"text-align: start;\">Berkshire class B shares are up 28% in the past year.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Did Warren Buffett Sell More Apple Shares?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Did Warren Buffett Sell More Apple Shares?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-04 11:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com.au/2024/11/04/why-did-warren-buffett-sell-more-apple-shares/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Does Buffett know something we don't?Image source: Getty ImagesWarren Buffett, the legendary investor behind Berkshire Hathaway Inc (NYSE: BRK.A) (NYSE: BRK.B), has recently made a series of bold ...</p>\n\n<a href=\"https://www.fool.com.au/2024/11/04/why-did-warren-buffett-sell-more-apple-shares/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4554":"元宇宙及AR概念","LU0208291251.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC","BK4553":"喜马拉雅资本持仓","LU0048573561.USD":"FIDELITY AMERICA \"A\" (USD) INC","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU0130518102.USD":"HARRIS ASSOCIATES GLOBAL EQUITY \"R\" INC","BK4575":"芯片概念","IE00B775H168.HKD":"JANUS HENDERSON BALANCED \"A5M\" (HKD) INC","BK4566":"资本集团","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","LU1894683264.USD":"AMUNDI FUNDS US EQUITY RESEARCH VALUE \"A2\" (USD) ACC","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","IE0009G5SDU7.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) INC","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","BK4588":"碎股","BK4550":"红杉资本持仓","IE000KEQY171.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) INC","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","BK4574":"无人驾驶","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","LU0787776722.HKD":"AB SELECT US EQUITY PORTFOLIO \"A\" (HKD) ACC","AAPL":"苹果","LU1791807156.HKD":"BGF WORLD FINANCIALS \"A2\" (HKDHDG) ACC","LU0130103400.USD":"Natixis Harris Associates Global Equity RA USD","LU0149725797.USD":"汇丰美国股市经济规模基金","LU1718418525.SGD":"JPMorgan Investment Funds - Global Select Equity A (acc) SGD","BK4505":"高瓴资本持仓","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","IE0003U64NQ7.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) ACC","BK4504":"桥水持仓","LU1496350171.SGD":"FRANKLIN DIVERSIFIED BALANCED \"A\" (SGDHDG) ACC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU1894683348.USD":"AMUNDI FUNDS US EQUITY RESEARCH VALUE \"A2\" (USD) INC","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","BRK.B":"伯克希尔B","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","BRK.A":"伯克希尔","LU0234570918.USD":"高盛全球核心股票组合Acc Close","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元"},"source_url":"https://www.fool.com.au/2024/11/04/why-did-warren-buffett-sell-more-apple-shares/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2480888348","content_text":"Does Buffett know something we don't?Image source: Getty ImagesWarren Buffett, the legendary investor behind Berkshire Hathaway Inc (NYSE: BRK.A) (NYSE: BRK.B), has recently made a series of bold moves with the conglomerate's portfolio.The famed capitalist has reduced the firm's stake in Apple Inc (NASDAQ: AAPL), selling around 100 million Apple shares according to Berkshire filings.In total, this represents about 25% of Berkshire's stake. Let's dive in and see. Berkshire's performance is seen alongside Apple for 2024 in the chart below.Why is Warren Buffett selling Apple shares?If only we were a neuron located inside Warren Buffett's investment cortex. One could only imagine the colosseum of knowledge available on markets.Without the benefit of this location – or having a direct seat on Berkshire's investment committee – we won't exactly know why Buffett sold down the Apple stake, until the famed investor tells us so.The sales come after Apple reported its Q4 earnings last week, posting revenue growth of 6% to $95 billion.In total, Berkshire has sold more than 600 million shares in the iPhone maker this year.But this isn't the first time Warren Buffett has trimmed Berkshire's Apple position. Nor should it come as a major surprise, given his language at the AGM on locking in gains while federal capital gains taxes remain lower.And even after this major sell-off, Apple remains Berkshire's largest stock holding, valued at nearly US$70 billion.But the conglomerate's strategy here adds to a list of stock sales made this month, including selling down Bank of America (NYSE: BAC) during the quarter.These sales have left the company with a record $325.2 billion in cash, held in US Treasury bills of various maturity.Cash is king? Or cash is trash?The big question on everyone's lips is what Warren Buffett's moves signal for the broader financial markets. The investor has long said his favourite holding period is \"forever\", but this isn't his only holding period, either.While he's long admired Apple, selling such a significant portion signals a move to build cash reserves for future opportunities.Or it could be possibly to hedge against what he sees as high market valuations. Not to mention, Berkshire is an enormous insurance operation at its core.According to CFRA Research, the cash hoarding \"suggests a 'risk-off' mindset, and investors may worry what it means for the economy and markets\", according to Reuters.Berkshire also has to contend with the fact its investment universe is quite narrow. This means its options to deploy the cash are limited without a huge acquisition.Foolish takeoutWarren Buffett's recent decision-making highlights the importance of a balanced portfolio. Even with Apple's strong performance, he's chosen to take some profits and bolster cash.As investors, Buffett's move is a reminder: Don't become overly reliant on even the strongest stocks.This might reflect a broader caution, signalling that Buffett is preparing for potential market changes. But time will tell what the famed investor has up his sleeve.Berkshire class B shares are up 28% in the past year.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":9,"commentSize":1,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.29.2","shortVersion":"4.29.2","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2480888348"}