Berkshire Loads 36% of Portfolio Into Apple and Amex

On June 4 2026, three Motley Fool articles simultaneously spotlight Berkshire Hathaway’s extreme concentration, with Apple at 21.4% and American Express at 14.5% of the equity portfolio. The reports frame the nearly 36% combined weighting as a direct expression of Buffett’s preference for premium brands that deliver pricing power, customer loyalty, and recurring cash flow. Apple’s latest quarter showed $111.2 billion in revenue, up 17% year-over-year and 51% from iPhone sales, while Amex’s closed-loop network and $895 Platinum fee continue to attract affluent, sticky customers. The coverage presents the concentration both as a long-term blueprint and a caution against blind replication by retail investors.