Warren Buffett – Berkshire Hathaway Portfolio Activity & Recent Trades (Jun 30, 2025)
As of Jun 30, 2025, the Berkshire Hathaway portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Aug 14, 2025. 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 2025, the filing reported:
New Buys – Lennar Corporation (LEN), Nucor Corporation (NUE), UnitedHealth Group Incorporated (UNH), D.R. Horton, Inc. (DHI), Lamar Advertising Company (LAMR), and 1 more
Increases – Chevron Corporation (CVX), Pool Corporation (POOL), Constellation Brands, Inc. (STZ), Heico Corporation (HEI-A), Lennar Corporation (LEN-B), and 1 more
Reductions – Liberty Media Corp Formula One Group (FWONK), Charter Communications, Inc. (CHTR), DaVita Inc. (DVA), Apple Inc. (AAPL), Bank of America Corporation (BAC)
Complete Exits – T-Mobile US, Inc. (TMUS)
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
Berkshire Hathaway Activity
| Date | Symbol | Type | Quantity |
|---|---|---|---|
Q3 2019Sep 30, 2019 | PSX Phillips 66 | Sell | -370,078-6.7% |
Q3 2019Sep 30, 2019 | AAPL Apple Inc. | Sell | -750,650-0.3% |
Q3 2019Sep 30, 2019 | SIRI SiriusXM Holdings Inc | Sell | -1,640,000-1.2% |
Q3 2019Sep 30, 2019 | WFC Wells Fargo & Company | Sell | -31,434,755-7.7% |
Q2 2019Jun 30, 2019 | BAC Bank of America Corporation | Buy | +31,081,000+3.5% |
Q2 2019Jun 30, 2019 | USB U.S. Bancorp | Buy | +3,150,787+2.4% |
Q2 2019Jun 30, 2019 | AMZN Amazon.com, Inc. | Buy | +54,000+11.2% |
Q2 2019Jun 30, 2019 | CHTR Charter Communications, Inc. | Sell | -284,102-5.0% |
Q1 2019Mar 31, 2019 | JPM JP Morgan Chase & Co. | Buy | +9,398,538+18.8% |
Q1 2019Mar 31, 2019 | DAL Delta Air Lines, Inc. | Buy | +5,375,456+8.2% |
Q1 2019Mar 31, 2019 | AMZN Amazon.com, Inc. | Buy - Position Entry | +483,300 |
Q1 2019Mar 31, 2019 | PNC PNC Financial Services Group, I | Buy | +407,992+4.9% |
Q1 2019Mar 31, 2019 | VZ Verizon Communications Inc. | Sell - Position Exit | -928-100.0% |
Q1 2019Mar 31, 2019 | LUV Southwest Airlines Company | Sell | -1,198,186-2.2% |
Q1 2019Mar 31, 2019 | CHTR Charter Communications, Inc. | Sell | -1,322,788-18.8% |
Q1 2019Mar 31, 2019 | PSX Phillips 66 | Sell | -6,343,127-53.3% |
Q1 2019Mar 31, 2019 | WFC Wells Fargo & Company | Sell | -16,965,129-4.0% |
Q4 2018Dec 31, 2018 | GM General Motors Company | Buy | +19,808,285+37.8% |
Q4 2018Dec 31, 2018 | BAC Bank of America Corporation | Buy | +18,919,000+2.2% |
Q4 2018Dec 31, 2018 | JPM JP Morgan Chase & Co. | Buy | +14,451,627+40.5% |
Q4 2018Dec 31, 2018 | SU Suncor Energy Inc. | Buy - Position Entry | +10,758,000 |
Q4 2018Dec 31, 2018 | USB U.S. Bancorp | Buy | +4,385,739+3.5% |
Q4 2018Dec 31, 2018 | BK The Bank of New York Mellon Cor | Buy | +3,087,774+4.0% |
Q4 2018Dec 31, 2018 | TRV The Travelers Companies, Inc. | Buy | +2,414,703+68.1% |
Q4 2018Dec 31, 2018 | PNC PNC Financial Services Group, I | Buy | +2,175,743+35.7% |
Q4 2018Dec 31, 2018 | CHTR Charter Communications, Inc. | Sell | -307,486-4.2% |
Q4 2018Dec 31, 2018 | LUV Southwest Airlines Company | Sell | -1,200,000-2.1% |
Q4 2018Dec 31, 2018 | AAPL Apple Inc. | Sell | -2,889,450-1.1% |
Q4 2018Dec 31, 2018 | PSX Phillips 66 | Sell | -3,537,182-22.9% |
Q4 2018Dec 31, 2018 | UAL United Airlines Holdings, Inc. | Sell | -4,045,900-15.6% |