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 2013Sep 30, 2013 | VRSN VeriSign, Inc. | Buy | +64,100+0.6% |
Q3 2013Sep 30, 2013 | BK The Bank of New York Mellon Cor | Buy | +8,807+0.0% |
Q3 2013Sep 30, 2013 | SNY Sanofi | Sell | -157,800-3.9% |
Q3 2013Sep 30, 2013 | COP ConocoPhillips | Sell | -10,594,641-43.9% |
Q2 2013Jun 30, 2013 | WFC Wells Fargo & Company | Buy - Position Entry | +463,131,623 |
Q2 2013Jun 30, 2013 | KO Coca-Cola Company (The) | Buy - Position Entry | +400,000,000 |
Q2 2013Jun 30, 2013 | AXP American Express Company | Buy - Position Entry | +151,610,700 |
Q2 2013Jun 30, 2013 | USB U.S. Bancorp | Buy - Position Entry | +78,277,301 |
Q2 2013Jun 30, 2013 | IBM International Business Machines | Buy - Position Entry | +68,121,984 |
Q2 2013Jun 30, 2013 | WMT Walmart Inc. | Buy - Position Entry | +49,247,235 |
Q2 2013Jun 30, 2013 | PG Procter & Gamble Company (The) | Buy - Position Entry | +46,553,078 |
Q2 2013Jun 30, 2013 | GM General Motors Company | Buy - Position Entry | +40,000,000 |
Q2 2013Jun 30, 2013 | PSX Phillips 66 | Buy - Position Entry | +27,163,918 |
Q2 2013Jun 30, 2013 | MCO Moody's Corporation | Buy - Position Entry | +24,922,178 |
Q2 2013Jun 30, 2013 | BK The Bank of New York Mellon Cor | Buy - Position Entry | +24,644,029 |
Q2 2013Jun 30, 2013 | COP ConocoPhillips | Buy - Position Entry | +24,123,911 |
Q2 2013Jun 30, 2013 | SU Suncor Energy Inc. | Buy - Position Entry | +17,769,457 |
Q2 2013Jun 30, 2013 | DVA DaVita Inc. | Buy - Position Entry | +14,973,906 |
Q2 2013Jun 30, 2013 | VRSN VeriSign, Inc. | Buy - Position Entry | +10,897,420 |
Q2 2013Jun 30, 2013 | MTB M&T Bank Corporation | Buy - Position Entry | +5,382,040 |
Q2 2013Jun 30, 2013 | COST Costco Wholesale Corporation | Buy - Position Entry | +4,333,363 |
Q2 2013Jun 30, 2013 | SNY Sanofi | Buy - Position Entry | +4,063,675 |
Q2 2013Jun 30, 2013 | DE Deere & Company | Buy - Position Entry | +3,978,767 |
Q2 2013Jun 30, 2013 | VRSK Verisk Analytics, Inc. | Buy - Position Entry | +1,563,434 |
Q2 2013Jun 30, 2013 | V Visa Inc. | Buy - Position Entry | +1,555,459 |
Q2 2013Jun 30, 2013 | MDLZ Mondelez International, Inc. | Buy - Position Entry | +578,000 |
Q2 2013Jun 30, 2013 | MA Mastercard Incorporated | Buy - Position Entry | +405,000 |
Q2 2013Jun 30, 2013 | JNJ Johnson & Johnson | Buy - Position Entry | +327,100 |
Q2 2013Jun 30, 2013 | UPS United Parcel Service, Inc. | Buy - Position Entry | +59,400 |