Warren Buffett – Berkshire Hathaway Portfolio Activity & Recent Trades (Jun 30, 2025)
As of Jun 30, 2025, the Berkshire Hathaway portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Aug 14, 2025. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.
During Q2 2025, the filing reported:
New Buys – Lennar Corporation (LEN), Nucor Corporation (NUE), UnitedHealth Group Incorporated (UNH), D.R. Horton, Inc. (DHI), Lamar Advertising Company (LAMR), and 1 more
Increases – Chevron Corporation (CVX), Pool Corporation (POOL), Constellation Brands, Inc. (STZ), Heico Corporation (HEI-A), Lennar Corporation (LEN-B), and 1 more
Reductions – Liberty Media Corp Formula One Group (FWONK), Charter Communications, Inc. (CHTR), DaVita Inc. (DVA), Apple Inc. (AAPL), Bank of America Corporation (BAC)
Complete Exits – T-Mobile US, Inc. (TMUS)
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
Berkshire Hathaway Activity
| Date | Symbol | Type | Quantity |
|---|---|---|---|
Q4 2020Dec 31, 2020 | RH RH | Buy | +24,200+1.4% |
Q4 2020Dec 31, 2020 | LILAK Liberty Latin America Ltd | Sell | -146,177-10.2% |
Q4 2020Dec 31, 2020 | USB U.S. Bancorp | Sell | -823,834-0.6% |
Q4 2020Dec 31, 2020 | JPM JP Morgan Chase & Co. | Sell - Position Exit | -967,267-100.0% |
Q4 2020Dec 31, 2020 | PNC PNC Financial Services Group, I | Sell - Position Exit | -1,919,827-100.0% |
Q4 2020Dec 31, 2020 | MTB M&T Bank Corporation | Sell - Position Exit | -2,919,613-100.0% |
Q4 2020Dec 31, 2020 | PFE Pfizer, Inc. | Sell - Position Exit | -3,711,780-100.0% |
Q4 2020Dec 31, 2020 | SU Suncor Energy Inc. | Sell | -5,352,318-27.9% |
Q4 2020Dec 31, 2020 | GM General Motors Company | Sell | -7,500,000-9.4% |
Q4 2020Dec 31, 2020 | GOLD Barrick Gold Corporation | Sell - Position Exit | -12,000,000-100.0% |
Q4 2020Dec 31, 2020 | AAPL Apple Inc. | Sell | -57,160,000-6.1% |
Q4 2020Dec 31, 2020 | WFC Wells Fargo & Company | Sell | -74,956,573-58.8% |
Q3 2020Sep 30, 2020 | AAPL Apple Inc. | Buy | +699,139,988+285.2% |
Q3 2020Sep 30, 2020 | BAC Bank of America Corporation | Buy | +85,092,006+9.2% |
Q3 2020Sep 30, 2020 | BMY Bristol-Myers Squibb Company | Buy - Position Entry | +29,971,194 |
Q3 2020Sep 30, 2020 | MRK Merck & Company, Inc. | Buy - Position Entry | +22,403,102 |
Q3 2020Sep 30, 2020 | ABBV AbbVie Inc. | Buy - Position Entry | +21,264,316 |
Q3 2020Sep 30, 2020 | SNOW Snowflake Inc. | Buy - Position Entry | +6,125,376 |
Q3 2020Sep 30, 2020 | GM General Motors Company | Buy | +5,319,000+7.1% |
Q3 2020Sep 30, 2020 | PFE Pfizer, Inc. | Buy - Position Entry | +3,711,780 |
Q3 2020Sep 30, 2020 | KR Kroger Company (The) | Buy | +3,038,360+13.8% |
Q3 2020Sep 30, 2020 | TMUS T-Mobile US, Inc. | Buy - Position Entry | +2,413,156 |
Q3 2020Sep 30, 2020 | LILAK Liberty Latin America Ltd | Buy | +146,177+11.4% |
Q3 2020Sep 30, 2020 | AXTA Axalta | Sell | -650,000-2.7% |
Q3 2020Sep 30, 2020 | MTB M&T Bank Corporation | Sell | -1,616,561-35.6% |
Q3 2020Sep 30, 2020 | DVA DaVita Inc. | Sell | -2,000,000-5.2% |
Q3 2020Sep 30, 2020 | PNC PNC Financial Services Group, I | Sell | -3,430,759-64.1% |
Q3 2020Sep 30, 2020 | COST Costco Wholesale Corporation | Sell - Position Exit | -4,333,363-100.0% |
Q3 2020Sep 30, 2020 | GOLD Barrick Gold Corporation | Sell | -8,918,701-42.6% |
Q3 2020Sep 30, 2020 | JPM JP Morgan Chase & Co. | Sell | -21,241,160-95.6% |