Major Changes to Berkshire Hathaway’s Portfolio During Second Quarter of 2025

In an SEC 13F filing after the market closed on August 14, Berkshire Hathaway reported the following major changes to its portfolio:

New Purchase

United Health (+$1.5 billion)

Addition to Current Stake

Pool Corp. (+600 million)

Lennar (+$500 million)

Chevron (+$500 million)

Constellation Brands (+$200 million)

Reduction in Stake

Apple (-$4 billion – 7% of stake)

Bank of America (-$1 billion – 4% of stake)

Charter (-$400 million)

Sale of Entire Stake

T-Mobile (-$800 million)