Here Are The 5 Stocks That Are Leveraging AI Within Berkshire’s Holdings

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The ‘Oracle of Omaha’ — Warren Buffett is not invested in any pure-play artificial intelligence (AI) companies, but he holds these five stocks via Berkshire Hathaway Inc. (NYSE:BRK) (NYSE:BRK), which leverage AI in their businesses on scale.

Check out the BRK-B stock price here.

What Happened: While the companies that Buffett holds via Berkshire don’t directly make or create AI-related products or services, about 55.77% of the value of its total $258.701 billion portfolio is invested in these five firms, leveraging AI heavily on a day-to-day basis.

Out of the total 36 holdings as of the end of the first quarter, Berkshire holds about $114.423 billion worth of shares in Apple Inc. (NASDAQ:AAPL), American Express Co. (NYSE:AXP), Visa Inc. (NYSE:V), Mastercard Inc. (NYSE:MA), and Amazon.com Inc. (NASDAQ:AMZN).

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Company

Holdings (as of March 31)

% In The Portfolio

Value (as of March 31)

Apple Inc. (NASDAQ:AAPL)

300,000,000

26%

$66.639 billion

American Express Co. (NYSE:AXP)

151,610,700

16%

$40.79 billion

Visa Inc. (NYSE:V)

8,297,460

1.1%

$2.907 billion

Mastercard Inc. (NYSE:MA)

3,986,648

0.8%

$2.185 billion

Amazon.com Inc. (NASDAQ:AMZN)

10,000,000

0.7%

$1.902 billion

  • Features like Siri, on-device machine learning for Face ID, photo processing, and Apple Intelligence (AI-driven features in iOS) show deep AI investment.

  • Also, not an AI stock, Amex uses AI for credit risk assessment, fraud detection, and personalized marketing.

  • Its data-driven approach leverages machine learning to enhance customer experiences, but its core business is financial services and payments, not AI development.

  • While primarily an e-commerce and cloud computing giant, Amazon is a major AI player through Amazon Web Services (AWS), which offers AI and machine learning tools like SageMaker, Bedrock, and Titan models.

  • AI powers Amazon’s recommendation algorithms, logistics optimization, and Alexa. Its cloud dominance makes it a backbone for many AI companies, so it’s closer to an AI stock than most.

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