Warren Buffett Stock Picks
Warren Buffett is the CEO of BERKSHIRE HATHAWAY INC.
Current Stock Portfolio as of Sept 30, 2009, submitted Nov 24, 2009.
Bold = Big Bets
Underline = Holding on Forever
American Express Co. (AXP)
Sept 30: 151,610,700 shares (value: $5.1 billion)
Bank of America (BAC)
Sept 30: 5,000,000 shares (value: $84 million)
Beckton Dickinson & Co. (BDX)
Sept 30: 1,200,000 shares (value: $83 million)
Burlington Northern Santa Fe (BNI)
Sept 30: 76,777,029 shares (value: $6.1 billion)
Recently bought out the company for $100 a share
Carmax Inc. (KMX)
Sept 30: 9,000,000 shares (value: $188 million)
Coca Cola (KO)
Sept 30: 212,000,000 shares (value: $10.7 billion)
Comcast Corp (CMCSA)
Sept 30: 12,000,000 shares (value: $192 million)
ConocoPhillips (COP, reduced)
June 30: 64,485,759 shares (value: $2.7 billion)
Sept 30: 57,430,168 shares (value: $2.5 billion)
Buffett called the investment a “major mistake” after building the shares with oil prices near their peak last year.
Costco Wholesale Corp. (COST)
Sept 30: 5,254,000 shares (value: $296 million)
new Exxon Mobil Corp.(XOM)
Sept 30: 1,276,290 shares (value: $86 million; lowest possible buy price: $65.12)
Gannett Inc.(GCI)
Sept 30: 3,447,600 shares (value: $43 million)
General Electric Co. (GE)
Sept 30: 7,777,900 shares (value: $127 million)
GlaxoSmithKline (GSK)
Sept 30: 1,510,500 shares (value: $59 million)
Home Depot Inc. (HD)
Sept 30: 2,757,898 shares (value: $73 million)
Ingersoll-Rd Company LTD. (IR)
Sept 30: 7782600 shares (value: $238 million)
Iron Mountain Inc. (DEL)
Sept 30: 3,372,200 shares (value: $89 million)
Johnson & Johnson (JNJ)
Sept 30: 36,914,633 shares (value: $2.2 billion)
Kraft Foods Inc. (KFT)
Sept 30: 138,272,500 shares (value: $3.6 billion)
Lowes Companies Inc.(LOW)
Sept 30: 6,500,000 shares (value: $136 million)
M & T Bank Corporation (MTB)
Sept 30: 6,715,060 shares (value: $418 million)
Moody’s (MCO)
June 30: 48,000,000 shares (value: $1.2 billion)
Sept 30: 39,219,312 shares (value: $801 million)
Buffett’s been selling this stock.
NRG Energy, Inc. (NRG, reduced)
June 30: 7,200,000 shares (value: $186 million)
Sept 30: 6,000,000 shares (value: $169 million)
Nalco Holding Co. (NLC)
Sept 30: 9,000,000 shares (value: $184 million)
new Nestle SA (NSRGY.PK)
Sept 30: 3,400,000 shares (value: $144 million; lowest possible buy price: $37.70)
Nike Inc. (NKE)
Sept 30: 7,641,000 shares (value: $494 million)
Norfolk Southern Corp. (NSC)
Sept 30: 1,933,000 shares (value: $83 million)
Procter & Gamble Co. (PG)
Sept 30: 96,316,010 shares (value: $5.5 billion)
new Republic Services Inc. (RSG)
Sept 30: 3,625,000 shares (value: $96 million; lowest possible buy price: $23.41)
Sanofi Aventis (SNY)
Sept 30: 3,903,933 shares (value: $143 million)
Sun Trusts Banks Inc. (STI)
Sept 30: 3,079,778 shares (value: $69 million)
Torchmark Corp. (TMK)
Sept 30: 2,823,879 shares (value: $120 million)
new The Travelers Companies (TRV)
Sept 30: 27,336 shares (value: $1.3 million; lowest possible buy price: $39)
US Bancorp (USB)
Sept 30: 69,039,426 shares (value: $1.5 billion)
USG Corporation (USG)
Sept 30: 17,072,192 shares (value: $293 million)
Union Pacific Corp. (UNP)
Sept 30: 9,558,000 shares (value: $557 million)
United Parcel Service Inc. (UPS)
Sept 30: 1,429,200 shares (value: $80 million)
United Health Group Inc. (UNH)
Sept 30: 3,400,000 shares (value: $85 million)
Wal-Mart Stores, Inc. (WMT)
June 30: 19,944,300 shares (value: $965 million)
Sept 30: 37,836,642 shares (value: $1.8 billion; lowest possible buy price: $47.57)
Washington Post Co. (WPO)
Sept 30: 1,727,765 shares (value: $807 million)
Wells Fargo & Co. (WFC, increased)
Sept 30: 302,609,212 shares (value: $7.3 billion)
Sept 30: 313,355,657 shares (value: $8.8 billion, lowest possible buy price: $22.87)
Buffett has said if he had to put all his net worth into one stock, Wells Fargo “would be the stock.”
Wellpoint Inc. (WLP, reduced)
June 30: 3,500,000 shares (value: $178 million)
Sept 30: 3,394,213 shares (value: $160 million)
Wesco Finl Corp. (WSC)
Sept 30: 5,703,087 shares (value: $1.8 billion)
