Warren Buffett - Berkshire Hathaway Portfolio Performance Analysis (Q1 2026)
Investment performance metrics based on historical 13F filings data.
Data Coverage: June 2013 to March 2026 • Initial Portfolio Value: $0.08B
Performance calculated from first filing in our database. This may not represent the investor's entire career.
Portfolio Growth (Since First Filing)
+261.56B
+9,999%+
Winning Positions
+64.55%
71 wins / 110 positions
Average Gain (Winners)
$3.76B
+9,999%+ avg per position
Active Positions
27
33 losing positions
Portfolio Value Over Time
Total Positions Tracked
110
All holdings over time
Win/Loss Ratio
2.15
71 gains / 33 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 | $1.07M | $57.84B | $57.84B | +9,999%+ |
| AXP | American Express Company | Financial Services | Jun 2013 | ACTIVE | $11.33M | $45.86B | $45.85B | +9,999%+ |
| KO | Coca-Cola Company (The) | Consumer Defensive | Jun 2013 | ACTIVE | $16.04M | $30.42B | $30.40B | +9,999%+ |
| BAC | Bank of America Corporation | Financial Services | Sep 2017 | ACTIVE | $17.21M | $25.04B | $25.02B | +9,999%+ |
| CVX | Chevron Corporation | Energy | Dec 2020 | ACTIVE | $4.10M | $17.46B | $17.45B | +9,999%+ |
| OXY | Occidental Petroleum Corporatio | Energy | Sep 2019 | ACTIVE | $332.08K | $17.22B | $17.22B | +9,999%+ |
| GOOGL | Alphabet Inc. | Communication Services | Sep 2025 | ACTIVE | $4.34B | $15.60B | $11.26B | +259.58% |
| MCO | Moody's Corporation | Financial Services | Jun 2013 | ACTIVE | $1.52M | $10.76B | $10.76B | +9,999%+ |
| KHC | The Kraft Heinz Company | Consumer Defensive | Sep 2015 | ACTIVE | $22.98M | $7.32B | $7.30B | +9,999%+ |
| DVA | DaVita Inc. | Healthcare | Jun 2013 | ACTIVE | $1.81M | $4.63B | $4.62B | +9,999%+ |
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.