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 2015Mar 31, 2015 | DE Deere & Company | Buy | +213,204+1.2% |
Q1 2015Mar 31, 2015 | MA Mastercard Incorporated | Sell | -170,000-3.1% |
Q1 2015Mar 31, 2015 | BK The Bank of New York Mellon Cor | Sell | -1,332,183-6.1% |
Q4 2014Dec 31, 2014 | DE Deere & Company | Buy - Position Entry | +17,096,886 |
Q4 2014Dec 31, 2014 | QSR Restaurant Brands International | Buy - Position Entry | +8,438,225 |
Q4 2014Dec 31, 2014 | IBM International Business Machines | Buy | +6,493,805+9.2% |
Q4 2014Dec 31, 2014 | SU Suncor Energy Inc. | Buy | +3,876,564+21.0% |
Q4 2014Dec 31, 2014 | GM General Motors Company | Buy | +1,000,000+2.5% |
Q4 2014Dec 31, 2014 | DVA DaVita Inc. | Buy | +944,418+2.5% |
Q4 2014Dec 31, 2014 | MA Mastercard Incorporated | Buy | +684,356+14.5% |
Q4 2014Dec 31, 2014 | PSX Phillips 66 | Buy | +365,200+5.9% |
Q4 2014Dec 31, 2014 | V Visa Inc. | Buy | +363,000+16.9% |
Q4 2014Dec 31, 2014 | COP ConocoPhillips | Sell - Position Exit | -471,994-100.0% |
Q4 2014Dec 31, 2014 | BK The Bank of New York Mellon Cor | Sell | -1,365,000-5.8% |
Q4 2014Dec 31, 2014 | XOM Exxon Mobil Corporation | Sell - Position Exit | -41,129,643-100.0% |
Q3 2014Sep 30, 2014 | GM General Motors Company | Buy | +7,039,944+21.4% |
Q3 2014Sep 30, 2014 | SU Suncor Energy Inc. | Buy | +2,019,400+12.3% |
Q3 2014Sep 30, 2014 | WMT Walmart Inc. | Buy | +1,588,034+2.7% |
Q3 2014Sep 30, 2014 | MA Mastercard Incorporated | Buy | +665,400+16.4% |
Q3 2014Sep 30, 2014 | V Visa Inc. | Buy | +346,541+19.3% |
Q3 2014Sep 30, 2014 | IBM International Business Machines | Buy | +304,034+0.4% |
Q3 2014Sep 30, 2014 | PSX Phillips 66 | Sell | -293,400-4.5% |
Q3 2014Sep 30, 2014 | COP ConocoPhillips | Sell | -883,234-65.2% |
Q3 2014Sep 30, 2014 | BK The Bank of New York Mellon Cor | Sell | -1,275,233-5.2% |
Q3 2014Sep 30, 2014 | DE Deere & Company | Sell - Position Exit | -3,978,767-100.0% |
Q2 2014Jun 30, 2014 | VZ Verizon Communications Inc. | Buy | +3,978,185+36.1% |
Q2 2014Jun 30, 2014 | SU Suncor Energy Inc. | Buy | +3,458,330+26.6% |
Q2 2014Jun 30, 2014 | GM General Motors Company | Buy | +2,960,056+9.9% |
Q2 2014Jun 30, 2014 | DNOW DNOW Inc. | Buy - Position Entry | +1,825,569 |
Q2 2014Jun 30, 2014 | IBM International Business Machines | Buy | +1,818,894+2.7% |