Warren Buffett - Berkshire Hathaway 13F Activity & Position Changes (Q1 2021)
According to the SEC 13F filed on May 17, 2021, the Berkshire Hathaway portfolio showed several notable changes in holdings as of quarter-end Mar 31, 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
|