20% of Warren Buffett-led Berkshire Hathaway's $341 Billion Portfolio Is Invested in 1 Stock That's Quietly Trying to Cash in on the AI Boom

Berkshire Hathaway has a gargantuan public equities portfolio valued at $341 billion (as of June 17). While there are dozens of positions, a single business represents 20% of the holdings. This "Magnificent Seven" company is quietly trying to cash in on the artificial intelligence (AI) boom.

Image source: Getty Images. Missed Nvidia in 2009? This Rare Signal Is Flashing Again.

In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue » The Omaha conglomerate, of which Warren Buffett is the executive chairman, first bought shares in Apple (NASDAQ: AAPL) in the first quarter of 2016.

In the past decade, the consumer tech giant's stock price has surged 1,120%. Even after trimming this position since late 2023, Apple remains the largest position in Berkshire's portfolio. Apple has received its fair share of criticism for its slow progress in AI thus far.

But this could change. The company plans to release Siri AI, a more powerful digital assistant, this year. New Apple Intelligence features, most notably improved image editing and internet browsing capabilities, will also be introduced.

The business also wants to make a splash in hardware. According to Bloomberg's Mark Gurman, Apple is planning to launch AI-powered AirPods with cameras in 2027. The company is also working on smart glasses.

And a foldable iPhone model is expected later this year. Time will tell whether this innovation pipeline will lead to greater product and service revenue. At its current scale, it will take a lot for Apple to post growth that satisfies investors.

Should you buy stock in Apple right now? Before you buy stock in Apple, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Apple wasn’t one of them.

The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $417,305!

* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,293,148!* Now, it’s worth noting Stock Advisor’s total average return is 936% — a market-crushing outperformance compared to 209% for the S&P 500.

Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors. Story Continues See the 10 stocks » *Stock Advisor returns as of June 20, 2026. Neil Patel has no position in any of the stocks mentioned.

The Motley Fool has positions in and recommends Apple and Berkshire Hathaway. The Motley Fool has a disclosure policy. 20% of Warren Buffett-led Berkshire Hathaway's $341 Billion Portfolio Is Invested in 1 Stock That's Quietly Trying to Cash in on the AI Boom was originally published by The Motley Fool Berkshire Hathaway has a gargantuan public equities portfolio valued at $341 billion (as of June 17).

While there are dozens of positions, a single business represents 20% of the holdings. This "Magnificent Seven" company is quietly trying to cash in on the artificial intelligence (AI) boom. Image source: Getty Images.

Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia.

For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue » The Omaha conglomerate, of which Warren Buffett is the executive chairman, first bought shares in Apple (NASDAQ: AAPL) in the first quarter of 2016. In the past decade, the consumer tech giant's stock price has surged 1,120%.

Even after trimming this position since late 2023, Apple remains the largest position in Berkshire's portfolio. Apple has received its fair share of criticism for its slow progress in AI thus far. But this could change.

The company plans to release Siri AI, a more powerful digital assistant, this year. New Apple Intelligence features, most notably improved image editing and internet browsing capabilities, will also be introduced. The business also wants to make a splash in hardware.

According to Bloomberg's Mark Gurman, Apple is planning to launch AI-powered AirPods with cameras in 2027. The company is also working on smart glasses. And a foldable iPhone model is expected later this year.

Time will tell whether this innovation pipeline will lead to greater product and service revenue. At its current scale, it will take a lot for Apple to post growth that satisfies investors. Should you buy stock in Apple right now?

Before you buy stock in Apple, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Apple wasn’t one of them. The 10 s