Warren Buffett - Berkshire Hathaway 13F Activity & Position Changes (Q2 2021)
As of Jun 30, 2021, the Berkshire Hathaway portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Aug 16, 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
|