44% of Warren Buffett’s $366 Billion Portfolio Is Invested in 3 Widely Owned Artificial Intelligence (AI) Stocks

For the better part of six decades, Berkshire Hathaway (NYSE: BRK.A)(NYSE: BRK.B) CEO Warren Buffett has been putting on a show for Wall Street and the investing community. Despite being fallible just like every other investor, the “Oracle of Omaha,” as he’s affably known, has overseen a monstrous aggregate gain in his company’s Class A shares (BRK.A) of 4,995,105%, as of the closing bell on March 15.

Extensive books have been written detailing the “recipe” Buffett has used to vastly outperform the benchmark S&P 500. Typically, this means seeking out brand-name businesses with sustainable competitive advantages and trusted management teams.

Berkshire Hathaway CEO Warren Buffett. Image source: The Motley Fool.

But you might be surprised to learn that three of the 45 stocks Buffett and his investment team are currently holding in Berkshire Hathaway’s $366 billion portfolio are cutting-edge artificial intelligence (AI) stocks. According to estimates from PwC, AI solutions — i.e., software and systems handling tasks that would normally be assigned to humans — can add $15.7 trillion to global gross domestic product by the end of the decade.

As of March 15, 44% ($159 billion) of the $366 billion portfolio Buffett oversees at Berkshire Hathaway was being put to work in three widely owned AI stocks — and no, Nvidia isn’t one of them.

Apple: $156,317,767,200 (42.8% of invested assets)

The lion’s share of Buffett’s “AI holdings” can be traced to the largest position in Berkshire’s investment portfolio: tech stock Apple (NASDAQ: AAPL). Apple accounts for more than 4 times the weighting of Bank America, which is Berkshire’s second-largest holding (10% of invested assets).

Although Apple isn’t developing the infrastructure that’s made Nvidia the foundation of the AI movement, AI solutions are embedded in virtually all of its products and are critical to the company’s long-term growth strategy. Apple uses AI to improve the autocorrect and word suggestion capabilities of its U.S. market-share-leading iPhone, and recently launched its mixed-reality Vision Pro headset, which…

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