Warren Buffett - Berkshire Hathaway Portfolio Performance Analysis (Q2 2026)
Investment performance metrics based on historical 13F filings data.
Data Coverage: June 2013 to June 2026 • Initial Portfolio Value: $81.29B
Performance calculated from first filing in our database. This may not represent the investor's entire career.
Portfolio Growth (Since First Filing)
+216.34B
+266.14%
Winning Positions
+49.09%
54 wins / 110 positions
Average Gain (Winners)
$4.32B
+413.82% avg per position
Active Positions
27
52 losing positions
Portfolio Value Over Time
Total Positions Tracked
110
All holdings over time
Win/Loss Ratio
1.04
54 gains / 52 losses
Active vs. Exited
27 / 83
Current positions / Exited
Position Performance
Performance calculated from first appearance in 13F filings. Initial values represent position value when first tracked, not actual purchase prices.
| Symbol | Company | Sector | Entry | Status | Initial Value | Current Value | Gain/Loss | Return % |
|---|---|---|---|---|---|---|---|---|
| AAPL | Apple Inc. | Technology | Mar 2016 | ACTIVE | $1.07B | $65.95B | $64.88B | +6067.14% |
| AXP | American Express Company | Financial Services | Jun 2013 | ACTIVE | $11.33B | $51.28B | $39.95B | +352.45% |
| GOOGL | Alphabet Inc. | Communication Services | Sep 2025 | ACTIVE | $4.34B | $28.16B | $23.82B | +549.03% |
| KO | Coca-Cola Company (The) | Consumer Defensive | Jun 2013 | ACTIVE | $16.04B | $32.51B | $16.46B | +102.62% |
| OXY | Occidental Petroleum Corporatio | Energy | Sep 2019 | ACTIVE | $332.08M | $12.87B | $12.54B | +3775.04% |
| BAC | Bank of America Corporation | Financial Services | Sep 2017 | ACTIVE | $17.21B | $27.54B | $10.34B | +60.08% |
| CVX | Chevron Corporation | Energy | Dec 2020 | ACTIVE | $4.10B | $13.99B | $9.89B | +241.48% |
| MCO | Moody's Corporation | Financial Services | Jun 2013 | ACTIVE | $1.52B | $11.17B | $9.65B | +635.82% |
| GOOG | Alphabet Inc. | Communication Services | Mar 2026 | ACTIVE | $1.03B | $9.61B | $8.58B | +834.07% |
| DAL | Delta Air Lines, Inc. | Industrials | Sep 2016 | ACTIVE | $249.30M | $5.37B | $5.12B | +2053.44% |
Important Note: Data Limitations
These metrics are based on 13F filing data which has significant limitations:
- Quarterly Snapshots Only: 13F filings show positions at quarter-end, not actual transaction prices
- No Transaction Prices: We cannot determine actual buy/sell prices, only end-of-quarter values
- Performance Estimates: Gains/losses are calculated from first appearance to last update using quarterly values
- Missing Data: Intra-quarter trades, dividends, corporate actions, and exact timing are not captured
- Educational Only: These metrics are estimates for understanding general investment patterns, not actual realized returns
Use these metrics for informational and educational purposes only. They represent broad trends, not precise investment performance.