"Based on the recent 13F filing, we've noticed Berkshire Hathaway Inc. ( NYSE: BRK-B) make significant moves in the third quarter. While the investor owns several artificial intelligence (AI) stocks, he also focuses on dividend-paying stocks. Apple ( NASDAQ:AAPL), American Express ( NYSE:AXP), and Bank of America ( NYSE: BAC) form 52% of his portfolio, and here's why I think they're an excellent buy."
"Apple continues to remain the largest holding of Berkshire Hathaway at 22.69% of the portfolio. The iPhone maker was considered to be making little progress as compared to its peers, but the company has reported impressive quarterly results and growing product demand. The company added new AI features to the latest iPhone model, which are seeing strong demand. Besides the growing iPhone sales, the company has also seen an improvement in service revenue."
Berkshire Hathaway made notable third-quarter moves, holding both AI-related and dividend-paying stocks. Apple represents 22.69% of the portfolio and remains the largest holding. Apple reported stronger quarterly results, rising product demand, and new AI features in the latest iPhone that are driving demand. Services revenue improved alongside growing iPhone sales. The stock rose 14.35% in 2025 and traded near a 52-week high around $280. Apple yields 0.37% with an annual dividend of $1.04 and a low payout ratio of 13.65%, indicating capacity for future dividend increases. Recent fourth-quarter results showed record revenue and higher EPS.
#berkshire-hathaway #apple-aapl #dividend-investing #artificial-intelligence #portfolio-concentration
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