Warren Buffett Holdings Activity

Berkshire Hathaway Portfolio 13F

Berkshire Hathaway has disclosed a total of 18 changes to the portfolio in the latest (2025 Q2) SEC report(s): increased the number of shares of 8, bought 3 totally new, decreased the number of shares of 6 and completely sold out 1 position(s).

What stocks is Warren Buffett buying now?

In the recent quarter Warren Buffett has bought 11 securities out of which top 5 purchases (by % change to portfolio) are (UNH) UNITEDHEALTH GROUP INC (new buy), (POOL) POOL CORP (added shares +136.26%), (LEN) LENNAR CORP-A (added shares +265.24%), (CVX) CHEVRON CORP (added shares +2.91%) and (STZ) CONSTELLATION BRANDS INC-A (added shares +11.58%).

What does Warren Buffett invest in?

Warren Buffett's top 5 holdings (by % of portfolio) are (AAPL) APPLE INC (22.31%), (AXP) AMERICAN EXPRESS CO (18.78%), (BAC) BANK OF AMERICA CORP (11.12%), (KO) COCA-COLA CO/THE (10.99%) and (CVX) CHEVRON CORP (6.79%).

In the latest report(s) the following changes have been made to the top investments: (AAPL) APPLE INC (reduced shares -6.67%), (BAC) BANK OF AMERICA CORP (reduced shares -4.17%) and (CVX) CHEVRON CORP (added shares +2.91%).

History
Ticker
Stock
%
Activity
Share
Change
% change to
Portfolio
Reported
Price*
% difference
Current Price
% of
Portfolio
2020 Q2 (17 results)
USB
US BANCORP
-0.38%
-497,786
-0.01%
$36.82
24.99% $46.02
2.40%
CHTR
CHARTER COMMUNICATIONS INC-A
-3.93%
-213,148
-0.05%
$510.04
47.77% $266.39
1.31%
V
VISA INC-CLASS A SHARES
-5.44%
-575,000
-0.05%
$193.17
77.03% $341.97
0.95%
MA
MASTERCARD INC - A
-7.50%
-370,000
-0.05%
$295.70
97.23% $583.22
0.67%
BK
BANK OF NEW YORK MELLON CORP
-9.29%
-7,407,604
-0.14%
$38.65
162.15% $101.32
1.38%
MTB
M & T BANK CORP
-15.72%
-845,866
-0.04%
$103.97
82.53% $189.78
0.23%
WFC
WELLS FARGO & CO
-26.49%
-85,630,213
-1.08%
$25.60
201.84% $77.27
3.00%
PNC
PNC FINANCIAL SERVICES GROUP
-41.83%
-3,847,398
-0.20%
$105.21
82.05% $191.53
0.28%
JPM
JPMORGAN CHASE & CO
-61.52%
-35,506,006
-1.65%
$94.06
209.15% $290.79
1.03%
SIRI
SIRIUS XM HOLDINGS INC
-62.24%
-82,418,729
-0.24%
$5.87
289.78% $22.88
0.15%
UAL
UNITED AIRLINES HOLDINGS INC
-100.00%
-22,157,608
-0.35%
$31.55
224.03% $102.23
0.00%
OXY
OCCIDENTAL PETROLEUM CORP
-100.00%
-18,933,054
-0.11%
$11.58
281.69% $44.20
0.00%
AAL
AMERICAN AIRLINES GROUP INC
-100.00%
-41,909,000
-0.25%
$12.19
7.96% $13.16
0.00%
QSR
RESTAURANT BRANDS INTERN
-100.00%
-8,438,225
-0.17%
$40.03
64.03% $65.66
0.00%
DAL
DELTA AIR LINES INC
-100.00%
-71,886,963
-1.01%
$28.53
113.95% $61.04
0.00%
LUV
SOUTHWEST AIRLINES CO
-100.00%
-53,642,713
-0.94%
$35.61
12.47% $31.17
0.00%
GS
GOLDMAN SACHS GROUP INC
-100.00%
-1,920,180
-0.15%
$154.59
371.70% $729.20
0.00%
2020 Q1 (19 results)
LUV
SOUTHWEST AIRLINES CO
-0.01%
-6,500
-0.00%
$35.61
12.47% $31.17
0.00%
GM
GENERAL MOTORS CO
-0.43%
-319,000
-0.00%
$20.78
170.89% $56.29
0.88%
SU
SUNCOR ENERGY INC
-0.47%
-70,000
-0.00%
$15.80
143.86% $38.53
0.13%
AMZN
AMAZONCOM INC
-0.74%
-80,000
-0.00%
$97.49
136.82% $230.87
0.59%
LSXMK
LIBERTY MEDIA COR-SIRIUSXM C
-0.77%
-240,000
-0.00%
$31.62
29.51% $22.29
0.56%
AXTA
AXALTA COATING SYSTEMS LTD
-0.80%
-194,000
-0.00%
$17.27
75.68% $30.34
0.24%
BIIB
BIOGEN INC
-0.84%
-5,425
-0.00%
$316.38
56.70% $137.00
0.12%
TEVA
TEVA PHARMACEUTICAL-SP ADR
-1.06%
-460,000
-0.00%
$8.98
103.12% $18.24
0.22%
VRSN
VERISIGN INC
-1.06%
-137,132
-0.01%
$180.09
48.85% $268.06
1.31%
DVA
DAVITA INC
-1.22%
-470,000
-0.02%
$76.06
76.37% $134.15
1.65%
AAL
AMERICAN AIRLINES GROUP INC
-1.39%
-591,000
-0.00%
$12.19
7.96% $13.16
0.00%
LBTYA
LIBERTY GLOBAL PLC-A
-2.43%
-481,000
-0.00%
$16.51
30.04% $11.55
0.18%
SIRI
SIRIUS XM HOLDINGS INC
-2.83%
-3,857,000
-0.01%
$4.94
363.16% $22.88
0.37%
JPM
JPMORGAN CHASE & CO
-3.03%
-1,800,499
-0.09%
$90.03
222.99% $290.79
2.96%
LILA
LIBERTY LATIN AMERIC-CL A
-3.10%
-84,062
-0.00%
$10.52
24.24% $7.97
0.02%
SYF
SYNCHRONY FINANCIAL
-3.24%
-675,000
-0.01%
$16.09
344.13% $71.46
0.18%
GS
GOLDMAN SACHS GROUP INC
-84.00%
-10,084,571
-0.89%
$154.59
371.70% $729.20
0.00%
TRV
TRAVELERS COS INC/THE
-100.00%
-312,379
-0.02%
$136.95
93.57% $265.09
0.00%
PSX
PHILLIPS 66
-100.00%
-227,436
-0.01%
$111.41
10.05% $122.61
0.00%
2019 Q4 (8 results)
BAC
BANK OF AMERICA CORP
-0.24%
-2,240,000
-0.03%
$35.22
35.95% $47.88
13.46%
BK
BANK OF NEW YORK MELLON CORP
-1.45%
-1,172,193
-0.02%
$50.33
101.31% $101.32
1.66%
AAPL
APPLE INC
-1.48%
-14,732,452
-0.45%
$73.41
214.93% $231.20
29.74%
AAL
AMERICAN AIRLINES GROUP INC
-2.75%
-1,200,000
-0.01%
$28.68
54.11% $13.16
0.50%
WFC
WELLS FARGO & CO
-14.58%
-55,156,100
-1.23%
$53.80
43.62% $77.27
7.18%
GS
GOLDMAN SACHS GROUP INC
-34.59%
-6,348,884
-0.60%
$229.93
217.14% $729.20
1.14%
TRV
TRAVELERS COS INC/THE
-94.76%
-5,646,012
-0.32%
$136.95
93.57% $265.09
0.00%
PSX
PHILLIPS 66
-95.61%
-4,955,201
-0.23%
$111.41
10.05% $122.61
0.00%
2019 Q3 (6 results)
AAPL
APPLE INC
-0.30%
-3,002,600
-0.08%
$55.99
312.91% $231.20
25.96%
SIRI
SIRIUS XM HOLDINGS INC
-1.19%
-1,640,000
-0.00%
$6.26
265.79% $22.88
0.40%
PSX
PHILLIPS 66
-6.66%
-370,078
-0.02%
$102.40
19.74% $122.61
0.25%
WFC
WELLS FARGO & CO
-7.67%
-31,434,755
-0.74%
$50.44
53.19% $77.27
8.89%
RHT
RED HAT INC
-100.00%
-5,171,890
-0.45%
$187.76
-
0.00%
TMJ
TORCHMARK CORP
-100.00%
-6,353,727
-0.26%
$89.46
-
0.00%
50 of 385

Shares, change to shares, sold shares - split-adjusted.

Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.

Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.