Warren Buffett’s Portfolio — 10-Year Evolution (2015 → 2025)

This bar chart tracks the strategic transformation of Buffett’s top holdings(Berkshire Hathaway Portfolio Companies) over a decade. In 2015, the portfolio leaned heavily on banks (Wells Fargo, U.S. Bancorp), consumer staples (Coca-Cola, Kraft Heinz), and legacy tech (IBM). By 2025, it’s dominated by Apple (22.7%), American Express, Bank of America, and energy plays like Chevron and Occidental.

🧠 Takeaway:

Buffett’s shift reflects a pragmatic embrace of platform tech and inflation-resilient assets — while retaining core consumer and financial anchors.

📊 Analysis:

• Tech pivot: Apple and Alphabet replace IBM — signaling a move from legacy to scalable ecosystems
• Energy re-entry: Chevron and Occidental show Buffett’s inflation hedge and commodity cycle awareness
• Financials endure: American Express and Bank of America remain top convictions
• Consumer staples fade: Coca-Cola holds on, but Walmart and P&G exit the top 10
• Strategic patience: Buffett’s moves are slow but decisive — each shift reflects macro conviction, not trend chasing