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 |
|---|---|---|---|
Q1 2016Mar 31, 2016 | V Visa Inc. | Buy | +354,000+3.6% |
Q1 2016Mar 31, 2016 | IBM International Business Machines | Buy | +198,853+0.2% |
Q1 2016Mar 31, 2016 | MA Mastercard Incorporated | Sell | -295,000-5.6% |
Q1 2016Mar 31, 2016 | WMT Walmart Inc. | Sell | -949,430-1.7% |
Q1 2016Mar 31, 2016 | PG Procter & Gamble Company (The) | Sell | -46,237,678-99.3% |
Q1 2016Mar 31, 2016 | T AT&T Inc. | Sell - Position Exit | -46,577,138-100.0% |
Q4 2015Dec 31, 2015 | KMI Kinder Morgan, Inc. | Buy - Position Entry | +26,533,525 |
Q4 2015Dec 31, 2015 | WFC Wells Fargo & Company | Buy | +9,411,911+2.0% |
Q4 2015Dec 31, 2015 | DE Deere & Company | Buy | +5,832,040+34.2% |
Q4 2015Dec 31, 2015 | AXTA Axalta | Buy | +124,526+0.5% |
Q4 2015Dec 31, 2015 | T AT&T Inc. | Sell | -12,743,618-21.5% |
Q3 2015Sep 30, 2015 | KHC The Kraft Heinz Company | Buy - Position Entry | +325,634,818 |
Q3 2015Sep 30, 2015 | PSX Phillips 66 | Buy - Position Entry | +61,486,926 |
Q3 2015Sep 30, 2015 | T AT&T Inc. | Buy - Position Entry | +59,320,756 |
Q3 2015Sep 30, 2015 | GM General Motors Company | Buy | +9,000,000+22.0% |
Q3 2015Sep 30, 2015 | SU Suncor Energy Inc. | Buy | +7,645,706+34.2% |
Q3 2015Sep 30, 2015 | AXTA Axalta | Buy | +3,199,474+16.0% |
Q3 2015Sep 30, 2015 | IBM International Business Machines | Buy | +1,468,335+1.8% |
Q3 2015Sep 30, 2015 | DE Deere & Company | Sell | -257,980-1.5% |
Q3 2015Sep 30, 2015 | BK The Bank of New York Mellon Cor | Sell | -568,208-2.7% |
Q3 2015Sep 30, 2015 | GS Goldman Sachs Group, Inc. (The) | Sell | -1,672,012-13.2% |
Q3 2015Sep 30, 2015 | WMT Walmart Inc. | Sell | -4,200,000-7.0% |
Q2 2015Jun 30, 2015 | AXTA Axalta | Buy - Position Entry | +20,000,000 |
Q2 2015Jun 30, 2015 | USB U.S. Bancorp | Buy | +1,289,777+1.5% |
Q2 2015Jun 30, 2015 | PSX Phillips 66 | Sell - Position Exit | -7,499,450-100.0% |
Q1 2015Mar 31, 2015 | V Visa Inc. | Buy | +7,375,870+293.9% |
Q1 2015Mar 31, 2015 | WFC Wells Fargo & Company | Buy | +6,834,236+1.5% |
Q1 2015Mar 31, 2015 | USB U.S. Bancorp | Buy | +3,678,893+4.6% |
Q1 2015Mar 31, 2015 | IBM International Business Machines | Buy | +2,593,298+3.4% |
Q1 2015Mar 31, 2015 | PSX Phillips 66 | Buy | +931,850+14.2% |