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Why Warren Buffett Reduced Position in IBM Again in 4Q17

Why Warren Buffett Reduced Position in IBM Again in 4Q17

In the above part, we discussed that Warren Buffett increased his firm’s position in Apple in 4Q17. In 3Q17, Buffett also reduced his firm’s position in IBM (IBM), and the stock then represented nearly 3% of Berkshire Hathaway’s portfolio. This continued reduction in IBM is signaling that Berkshire Hathaway doesn’t have a very positive outlook on the stock.