AAPL BRK position

$160 Billion or so.

Not bad

I’m glad there is zero probability of a Chinese invasion of Taiwan. :joy:

Definitely not priced in.

$160 Billion or so.
Not bad

We now get the profits from every eighteenth iPhone sold.

Jim

15 Likes

RationalWalk:

https://twitter.com/rationalwalk/status/1559999703571435522

As of 6/30/22

- BRK owned 894,802,319 shares of $AAPL

- There were 1,468,461 shares of $BRKA outstanding

- There are 609.3 shares of $AAPL attributable to each share of $BRKA worth ~$106,350.

THAT is a big portion. Do the math for your personal “look through” $AAPL position.

Just multiply your shares of $BRKA by 106,350 and your shares of $BRKB by 70.9. That’s how much Apple you own on a look through basis by owning Berkshire.

Blimey, we own a lot of Apple.

1 Like

To play Devils advocate, anyone consider it too much? Given where the economy is and how tied to the consumer Apple stock is.

As of 6/30/22

- BRK owned 894,802,319 shares of $AAPL

As of 6/30/22 Berkshire owned 915.226 million AAPL shares. This is commonly misreported but I expect better from rational walk.

3 Likes

As of 6/30/22 Berkshire owned 915.226 million AAPL shares. This is commonly misreported but I expect better from rational walk.

It gets corrected in the twitter thread.

As of now, each B share has $72.72 worth of Apple.

That’s a lot.

3 Likes
We actually own 915,226,526 shares of Apple. There are 20m+ shares tucked under what is think is the Gen RE 13F filing. Connecticut address

This link clearly shows 20m + shares of Apple under Gen Re:

[https://www.sec.gov/Archives/edgar/data/1004244/000108514622...](https://www.sec.gov/Archives/edgar/data/1004244/000108514622003133/xslForm13F_X01/infotable.xml)

NEW ENGLAND ASSET MANAGEMENT INC (Filer) CIK: 0001004244 (see all company fil

APPLE INC	COM	037833100	2,792,398	20,424,207	SH 	DFND	01 02	0	20,424,207	0
APPLE INC	COM	037833100	5,426	39,684	SH	 	SOLE	 	39,684	0	0