Warren Buffett - Berkshire Hathaway 13F Activity & Position Changes (Q2 2021)
According to the SEC 13F filed on Aug 16, 2021, the Berkshire Hathaway portfolio showed several notable changes in holdings as of quarter-end Jun 30, 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 Q2 2021, the filing reported:
New Buys - Organon & Co.
Reductions - AbbVie Inc., Bristol-Myers Squibb Company, Chevron Corporation, General Motors Company, Marsh & McLennan Companies, Inc, and 2 more
Complete Exits - Axalta, Biogen Inc.
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 |
|---|---|---|---|
|
Q2 2021
|
ABBV
AbbVie Inc.
|
Sell |
-2,340,317
|
|
Q2 2021
|
AON
Aon Plc
|
Buy |
+299,854
|
|
Q2 2021
|
AXTA
Axalta
|
Sell - Position Exit |
-13,887,037
|
|
Q2 2021
|
BIIB
Biogen Inc.
|
Sell - Position Exit |
-643,022
|
|
Q2 2021
|
BMY
Bristol-Myers Squibb Company
|
Sell |
-4,737,961
|
|
Q2 2021
|
CVX
Chevron Corporation
|
Sell |
-548,351
|
|
Q2 2021
|
GM
General Motors Company
|
Sell |
-7,000,000
|
|
Q2 2021
|
KR
Kroger Company (The)
|
Buy |
+10,727,614
|
|
Q2 2021
|
MMC
Marsh & McLennan Companies, Inc
|
Sell |
-1,090,834
|
|
Q2 2021
|
MRK
Merck & Company, Inc.
|
Sell |
-8,725,196
|
|
Q2 2021
|
OGN
Organon & Co.
|
Buy - Position Entry |
+1,550,481
|
|
Q2 2021
|
RH
RH
|
Buy |
+35,519
|
|
Q2 2021
|
USB
U.S. Bancorp
|
Sell |
-798,178
|