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Warren Buffett - Berkshire Hathaway 13F Activity & Position Changes (Q3 2018)

According to the SEC 13F filed on Aug 14, 2026, the Berkshire Hathaway portfolio showed several notable changes in holdings as of quarter-end Sep 30, 2018. 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 Q3 2018, the filing reported:

New Buys - JP Morgan Chase & Co., Oracle Corporation, PNC Financial Services Group, I, The Travelers Companies, Inc.

Increases - Apple Inc., Bank of America Corporation, The Bank of New York Mellon Cor, Delta Air Lines, Inc., General Motors Company, and 2 more

Reductions - American Airlines Group, Inc., Charter Communications, Inc., Southwest Airlines Company, Phillips 66, United Airlines Holdings, Inc., and 1 more

Complete Exits - Sanofi, Walmart Inc.

These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q3 2018	AAL American Airlines Group, Inc.	American Airlines Group, Inc.	Sell	-1,000,000	-2.2%	$1.81B	43,700,000
Q3 2018	AAPL Apple Inc.	Apple Inc.	Buy	+522,902	+0.2%	$56.99B	252,478,779
Q3 2018	BAC Bank of America Corporation	Bank of America Corporation	Buy	+198,248,600	+29.2%	$25.84B	877,248,600
Q3 2018	BK The Bank of New York Mellon Cor	The Bank of New York Mellon Cor	Buy	+13,049,100	+20.1%	$3.97B	77,849,476
Q3 2018	CHTR Charter Communications, Inc.	Charter Communications, Inc.	Sell	-163,200	-2.2%	$2.39B	7,340,985
Q3 2018	DAL Delta Air Lines, Inc.	Delta Air Lines, Inc.	Buy	+1,869,160	+2.9%	$3.79B	65,535,000
Q3 2018	GM General Motors Company	General Motors Company	Buy	+1,067,800	+2.1%	$1.77B	52,461,411
Q3 2018	GS Goldman Sachs Group, Inc. (The)	Goldman Sachs Group, Inc. (The)	Buy	+5,099,145	+38.5%	$4.12B	18,353,635
Q3 2018	JPM JP Morgan Chase & Co.	JP Morgan Chase & Co.	Buy - Position Entry	+35,664,767	-	$4.02B	35,664,767
Q3 2018	LUV Southwest Airlines Company	Southwest Airlines Company	Sell	-500,000	-0.9%	$3.50B	56,047,399
Q3 2018	ORCL Oracle Corporation	Oracle Corporation	Buy - Position Entry	+41,404,791	-	$2.13B	41,404,791
Q3 2018	PNC PNC Financial Services Group, I	PNC Financial Services Group, I	Buy - Position Entry	+6,087,319	-	$829.03M	6,087,319
Q3 2018	PSX Phillips 66	Phillips 66	Sell	-19,296,490	-55.6%	$1.74B	15,433,024
Q3 2018	SNY Sanofi	Sanofi	Sell - Position Exit	-3,701,012	-100.0%	$0.00	-
Q3 2018	TRV The Travelers Companies, Inc.	The Travelers Companies, Inc.	Buy - Position Entry	+3,543,688	-	$459.65M	3,543,688
Q3 2018	UAL United Airlines Holdings, Inc.	United Airlines Holdings, Inc.	Sell	-700,000	-2.6%	$2.31B	25,984,542
Q3 2018	USB U.S. Bancorp	U.S. Bancorp	Buy	+24,229,218	+24.1%	$6.60B	124,923,092
Q3 2018	WFC Wells Fargo & Company	Wells Fargo & Company	Sell	-9,652,058	-2.1%	$23.25B	442,361,700
Q3 2018	WMT Walmart Inc.	Walmart Inc.	Sell - Position Exit	-1,393,513	-100.0%	$0.00	-