Warren Buffett’s Berkshire Hathaway has a massive $300.5 billion stock portfolio. Two S&P 500 dividend stocks make up 39.5% of this portfolio. Apple is the largest holding, accounting for 24.2% of the total.
Berkshire first invested in Apple in 2016 and has seen its profits soar. Apple’s iPhone is key to its success, commanding premium prices and driving substantial profits. Despite Apple’s small 0.4% dividend yield, Berkshire’s 300 million shares generate $300 million in annual dividend income.
However, Berkshire recently sold 605 million Apple shares, reducing its holdings by nearly 70%. American Express is Buffett’s second-largest holding at 15.3%. He has owned it since 1995 and never sold a share.
Berkshire now owns 21.5% of American Express. American Express targets an affluent clientele with higher spending.
Buffett’s top dividend holdings
It acts as its own bank, generating revenue from annual fees, rewards programs, and net interest income. This closed-loop model gives it greater control and profitability. American Express has paid a growing dividend for 25 years, currently yielding 0.9%.
It combines value, security, and dividends that Buffett favors. These two stocks reflect Buffett’s focus on high-quality businesses with strong dividend histories. They make up a significant portion of Berkshire Hathaway’s investment portfolio.
Berkshire Hathaway also sees value in Sirius XM Holdings, spending $189.8 million to buy more shares in October after a 1-for-10 reverse stock split. Sirius XM has a competitive edge as the only licensed satellite-radio provider. Its fixed costs and growing subscriber base improve margins over time.
Subscriptions make up 77% of its revenue, providing stability during economic downturns. Trading at 8.5 times 2025 earnings, a 46% discount to its five-year average, and offering a 3.8% dividend yield, Sirius XM is a top stock Buffett wants to own in 2025. It represents a cheap opportunity in a pricey market.
