Warren Buffett - Berkshire Hathaway 13F Activity & Position Changes (Q1 2021)
As of Mar 31, 2021, the Berkshire Hathaway portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 17, 2021. 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 Q1 2021, the filing reported:
New Buys - Aon Plc
Reductions - AbbVie Inc., Axalta, Bristol-Myers Squibb Company, Chevron Corporation, General Motors Company, and 4 more
Complete Exits - Suncor Energy Inc., Synchrony Financial
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
|
Q1 2021
|
ABBV
AbbVie Inc.
|
Sell |
-2,664,904
|
|
Q1 2021
|
AON
Aon Plc
|
Buy - Position Entry |
+4,096,146
|
|
Q1 2021
|
AXTA
Axalta
|
Sell |
-9,532,963
|
|
Q1 2021
|
BMY
Bristol-Myers Squibb Company
|
Sell |
-2,303,789
|
|
Q1 2021
|
CVX
Chevron Corporation
|
Sell |
-24,826,694
|
|
Q1 2021
|
GM
General Motors Company
|
Sell |
-5,500,000
|
|
Q1 2021
|
KR
Kroger Company (The)
|
Buy |
+17,526,279
|
|
Q1 2021
|
MMC
Marsh & McLennan Companies, Inc
|
Buy |
+1,019,701
|
|
Q1 2021
|
MRK
Merck & Company, Inc.
|
Sell |
-10,815,047
|
|
Q1 2021
|
RH
RH
|
Buy |
+23,900
|
|
Q1 2021
|
SIRI
SiriusXM Holdings Inc.
|
Sell |
-6,341,200
|
|
Q1 2021
|
SU
Suncor Energy Inc.
|
Sell - Position Exit |
-13,849,207
|
|
Q1 2021
|
SYF
Synchrony Financial
|
Sell - Position Exit |
-20,128,000
|
|
Q1 2021
|
USB
U.S. Bancorp
|
Sell |
-1,450,914
|
|
Q1 2021
|
VZ
Verizon Communications Inc.
|
Buy |
+12,108,079
|
|
Q1 2021
|
WFC
Wells Fargo & Company
|
Sell |
-51,748,813
|