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 |
|---|---|---|---|
Q2 2014Jun 30, 2014 | VRSN VeriSign, Inc. | Buy | +1,299,346+11.1% |
Q2 2014Jun 30, 2014 | WMT Walmart Inc. | Buy | +744,847+1.3% |
Q2 2014Jun 30, 2014 | V Visa Inc. | Buy | +244,290+15.7% |
Q2 2014Jun 30, 2014 | USB U.S. Bancorp | Buy | +67,800+0.1% |
Q2 2014Jun 30, 2014 | GHC Graham Holdings Company | Sell | -1,620,190-93.8% |
Q2 2014Jun 30, 2014 | PSX Phillips 66 | Sell | -3,245,503-33.3% |
Q2 2014Jun 30, 2014 | COP ConocoPhillips | Sell | -9,724,730-87.8% |
Q1 2014Mar 31, 2014 | VZ Verizon Communications Inc. | Buy - Position Entry | +11,022,743 |
Q1 2014Mar 31, 2014 | WMT Walmart Inc. | Buy | +8,568,679+17.3% |
Q1 2014Mar 31, 2014 | MA Mastercard Incorporated | Buy | +3,645,000+900.0% |
Q1 2014Mar 31, 2014 | DVA DaVita Inc. | Buy | +1,159,858+3.2% |
Q1 2014Mar 31, 2014 | VRSN VeriSign, Inc. | Buy | +724,134+6.6% |
Q1 2014Mar 31, 2014 | USB U.S. Bancorp | Buy | +705,796+0.9% |
Q1 2014Mar 31, 2014 | IBM International Business Machines | Buy | +233,100+0.3% |
Q1 2014Mar 31, 2014 | GM General Motors Company | Sell | -10,000,000-25.0% |
Q1 2014Mar 31, 2014 | PSX Phillips 66 | Sell | -17,422,615-64.1% |
Q4 2013Dec 31, 2013 | GS Goldman Sachs Group, Inc. (The) | Buy - Position Entry | +12,631,531 |
Q4 2013Dec 31, 2013 | DVA DaVita Inc. | Buy | +5,014,464+15.9% |
Q4 2013Dec 31, 2013 | GHC Graham Holdings Company | Buy - Position Entry | +1,727,765 |
Q4 2013Dec 31, 2013 | XOM Exxon Mobil Corporation | Buy | +1,040,272+2.6% |
Q4 2013Dec 31, 2013 | WFC Wells Fargo & Company | Buy | +326,500+0.1% |
Q4 2013Dec 31, 2013 | WMT Walmart Inc. | Buy | +236,498+0.5% |
Q4 2013Dec 31, 2013 | USB U.S. Bancorp | Buy | +203,400+0.3% |
Q4 2013Dec 31, 2013 | MCO Moody's Corporation | Sell | -252,400-1.0% |
Q4 2013Dec 31, 2013 | COP ConocoPhillips | Sell | -2,449,312-18.1% |
Q4 2013Dec 31, 2013 | SU Suncor Energy Inc. | Sell | -5,009,957-27.8% |
Q3 2013Sep 30, 2013 | XOM Exxon Mobil Corporation | Buy - Position Entry | +40,089,371 |
Q3 2013Sep 30, 2013 | DVA DaVita Inc. | Buy | +16,472,924+110.0% |
Q3 2013Sep 30, 2013 | USB U.S. Bancorp | Buy | +840,200+1.1% |
Q3 2013Sep 30, 2013 | SU Suncor Energy Inc. | Buy | +240,500+1.4% |