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 |
|---|---|---|---|
Q2 2021Jun 30, 2021 | MMC Marsh & McLennan Companies, Inc | Sell | -1,090,834-20.6% |
Q2 2021Jun 30, 2021 | ABBV AbbVie Inc. | Sell | -2,340,317-10.2% |
Q2 2021Jun 30, 2021 | BMY Bristol-Myers Squibb Company | Sell | -4,737,961-15.3% |
Q2 2021Jun 30, 2021 | GM General Motors Company | Sell | -7,000,000-10.4% |
Q2 2021Jun 30, 2021 | MRK Merck & Company, Inc. | Sell | -8,725,196-48.8% |
Q2 2021Jun 30, 2021 | AXTA Axalta | Sell - Position Exit | -13,887,037-100.0% |
Q1 2021Mar 31, 2021 | KR Kroger Company (The) | Buy | +17,526,279+52.3% |
Q1 2021Mar 31, 2021 | VZ Verizon Communications Inc. | Buy | +12,108,079+8.3% |
Q1 2021Mar 31, 2021 | AON Aon Plc | Buy - Position Entry | +4,096,146 |
Q1 2021Mar 31, 2021 | MMC Marsh & McLennan Companies, Inc | Buy | +1,019,701+23.9% |
Q1 2021Mar 31, 2021 | RH RH | Buy | +23,900+1.4% |
Q1 2021Mar 31, 2021 | USB U.S. Bancorp | Sell | -1,450,914-1.1% |
Q1 2021Mar 31, 2021 | BMY Bristol-Myers Squibb Company | Sell | -2,303,789-6.9% |
Q1 2021Mar 31, 2021 | ABBV AbbVie Inc. | Sell | -2,664,904-10.4% |
Q1 2021Mar 31, 2021 | GM General Motors Company | Sell | -5,500,000-7.6% |
Q1 2021Mar 31, 2021 | SIRI SiriusXM Holdings Inc | Sell | -6,341,200-12.7% |
Q1 2021Mar 31, 2021 | AXTA Axalta | Sell | -9,532,963-40.7% |
Q1 2021Mar 31, 2021 | MRK Merck & Company, Inc. | Sell | -10,815,047-37.7% |
Q1 2021Mar 31, 2021 | SU Suncor Energy Inc. | Sell - Position Exit | -13,849,207-100.0% |
Q1 2021Mar 31, 2021 | SYF Synchrony Financial | Sell - Position Exit | -20,128,000-100.0% |
Q1 2021Mar 31, 2021 | CVX Chevron Corporation | Sell | -24,826,694-51.2% |
Q1 2021Mar 31, 2021 | WFC Wells Fargo & Company | Sell | -51,748,813-98.7% |
Q4 2020Dec 31, 2020 | VZ Verizon Communications Inc. | Buy - Position Entry | +146,716,496 |
Q4 2020Dec 31, 2020 | CVX Chevron Corporation | Buy - Position Entry | +48,498,965 |
Q4 2020Dec 31, 2020 | KR Kroger Company (The) | Buy | +8,555,578+34.3% |
Q4 2020Dec 31, 2020 | MRK Merck & Company, Inc. | Buy | +6,294,333+28.1% |
Q4 2020Dec 31, 2020 | ABBV AbbVie Inc. | Buy | +4,268,766+20.1% |
Q4 2020Dec 31, 2020 | MMC Marsh & McLennan Companies, Inc | Buy - Position Entry | +4,267,825 |
Q4 2020Dec 31, 2020 | BMY Bristol-Myers Squibb Company | Buy | +3,364,822+11.2% |
Q4 2020Dec 31, 2020 | TMUS T-Mobile US, Inc. | Buy | +2,828,844+117.2% |