ClaimsWarren Buffett

“But we have sold shares, and I would say that at the end of the year, I would think it extremely likely that Apple is the largest common stock holding we have now.”

Warren Buffett, Berkshire chairman and CEO 4 May 2024 Berkshire Hathaway Annual Meeting 2024 Transcript (Good-Investing)

Prediction Their own work or organisation

Apple will very likely still be Berkshire's largest common stock holding at the end of 2024, despite Berkshire having sold some shares.

Resolved true The record shows it happened or was so.

Prediction: Statements about events outside the person's control, checked once they fell due: did they come true?

The second judge would not resolve this claim; the verdict shown is the first judge's.

Said for an organisation they lead or work for; it counts on both records.

What would count as true or false

True: Berkshire Hathaway had sold some Apple shares by May 2024, and at 2024-12-31 Apple is still Berkshire's largest common stock holding by market value, as shown in Berkshire's 2024 annual report or its Q4 2024 Form 13F. Mostly true: Apple is the largest holding at year-end, but a minor detail is wrong (for example, the timing of the earlier sales). False: at year-end 2024 another common stock holding has a higher market value than Apple.

Set before the research began.

Evidence (2)

  1. E1 Berkshire Hathaway’s Fourth Quarter 2024 Portfolio Moves Forbes (contributor Bill Stone) · 15 February 2025

    “Notably, Berkshire stopped paring its Apple (AAPL) position in the fourth quarter. Before the sales in 2024, Apple stock comprised over 50% of its publicly traded portfolio, but it remains the most significant holding at around 28%.”

  2. E2 Berkshire Hathaway’s Fourth Quarter 2024 Portfolio Moves Forbes (contributor Bill Stone) · 15 February 2025

    “The top five holdings, in order of the size of holding, are Apple (AAPL), American Express (AXP), Bank of America (BAC), Coca-Cola (KO), and Chevron (CVX).”

Reasoning

E1 and E2 come from an independent Forbes review of Berkshire's fourth-quarter 2024 portfolio. E1 says Berkshire sold Apple shares during 2024 and stopped selling in the fourth quarter, and that Apple "remains the most significant holding at around 28%." E2 ranks Apple first among the top five holdings, ahead of American Express, Bank of America, Coca-Cola and Chevron. Neither quote says exactly when the sales happened, but together they show that Berkshire had cut its Apple stake and that Apple was still its largest common stock holding at the end of 2024.

Cite this claim

Warren Buffett, “Apple will very likely still be Berkshire's largest common stock holding at the end of 2024, despite Berkshire having sold some shares.” (said 4 May 2024). Verdict: resolved true. Reliability API, claim c_a09d6311dc27, method 0.1.0+28da144b, dataset release v1.1.2. https://epistacklabs.com/claims/c_a09d6311dc27

This claim is in dataset release v1.1.2, with the same verdict.

Reply to this claim

For Warren Buffett, or someone speaking for them: a correction or counter-evidence. Replies are read before anything is shown; an approved reply shows your name, role, date, statement and link. Your email address is never shown and is deleted 30 days after the decision (privacy).

More prediction claims by Warren Buffett

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  2. Resolved true Prediction 2007
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  3. Mostly true Prediction 28 February 2002
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  4. Mostly true Prediction 28 February 2002
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  5. Mostly true Prediction 28 February 2002
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All of them

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