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 |
|---|---|---|---|
Q3 2017Sep 30, 2017 | BAC Bank of America Corporation | Buy - Position Entry | +679,000,000 |
Q3 2017Sep 30, 2017 | AAPL Apple Inc. | Buy | +3,900,822+3.0% |
Q3 2017Sep 30, 2017 | SYF Synchrony Financial | Buy | +3,340,000+19.1% |
Q3 2017Sep 30, 2017 | CHTR Charter Communications, Inc. | Sell | -954,100-10.1% |
Q3 2017Sep 30, 2017 | WFC Wells Fargo & Company | Sell | -3,755,002-0.8% |
Q3 2017Sep 30, 2017 | IBM International Business Machines | Sell | -17,057,975-31.5% |
Q2 2017Jun 30, 2017 | SYF Synchrony Financial | Buy - Position Entry | +17,463,000 |
Q2 2017Jun 30, 2017 | BK The Bank of New York Mellon Cor | Buy | +17,217,529+52.2% |
Q2 2017Jun 30, 2017 | GM General Motors Company | Buy | +10,000,000+20.0% |
Q2 2017Jun 30, 2017 | AAPL Apple Inc. | Buy | +834,854+0.6% |
Q2 2017Jun 30, 2017 | UAL United Airlines Holdings, Inc. | Sell | -739,790-2.6% |
Q2 2017Jun 30, 2017 | DAL Delta Air Lines, Inc. | Sell | -1,915,600-3.5% |
Q2 2017Jun 30, 2017 | AAL American Airlines Group, Inc. | Sell | -2,278,854-4.6% |
Q2 2017Jun 30, 2017 | IBM International Business Machines | Sell | -10,477,282-16.2% |
Q2 2017Jun 30, 2017 | WFC Wells Fargo & Company | Sell | -11,717,000-2.4% |
Q2 2017Jun 30, 2017 | SIRI SiriusXM Holdings Inc | Sell | -34,409,624-20.0% |
Q1 2017Mar 31, 2017 | AAPL Apple Inc. | Buy | +71,997,454+125.5% |
Q1 2017Mar 31, 2017 | BK The Bank of New York Mellon Cor | Buy | +11,340,090+52.3% |
Q1 2017Mar 31, 2017 | SIRI SiriusXM Holdings Inc | Buy | +5,685,412+3.4% |
Q1 2017Mar 31, 2017 | LUV Southwest Airlines Company | Buy | +4,455,681+10.3% |
Q1 2017Mar 31, 2017 | AAL American Airlines Group, Inc. | Buy | +3,734,000+8.2% |
Q1 2017Mar 31, 2017 | DAL Delta Air Lines, Inc. | Sell | -5,000,000-8.3% |
Q1 2017Mar 31, 2017 | IBM International Business Machines | Sell | -16,670,348-20.5% |
Q4 2016Dec 31, 2016 | SIRI SiriusXM Holdings Inc | Buy - Position Entry | +166,639,941 |
Q4 2016Dec 31, 2016 | DAL Delta Air Lines, Inc. | Buy | +53,692,072+847.7% |
Q4 2016Dec 31, 2016 | LUV Southwest Airlines Company | Buy - Position Entry | +43,203,775 |
Q4 2016Dec 31, 2016 | AAPL Apple Inc. | Buy | +42,131,950+276.7% |
Q4 2016Dec 31, 2016 | UAL United Airlines Holdings, Inc. | Buy | +24,418,340+538.7% |
Q4 2016Dec 31, 2016 | AAL American Airlines Group, Inc. | Buy | +23,774,299+109.2% |
Q4 2016Dec 31, 2016 | BK The Bank of New York Mellon Cor | Buy | +535,257+2.5% |