Berkshire Hathaway disclosed significant portfolio changes in its latest 13F filing, revealing sizable stock sales in Apple and Bank of America, alongside notable purchases in Chevron and UnitedHealth. The filing reflects the firm’s positions as of the second quarter of 2025.
- Sold 20M shares of AAPL (-6.67%), reducing position to $57.45B.
- Sold 26.3M shares of BAC (-4.17%), now worth $28.64B.
- Added 3.45M shares of CVX (+2.91%), position now $17.48B.
- Increased stake in STZ by 1.39M shares (+11.58%), now worth $2.18B.
- Purchased 5.04M shares of UNH, a new $1.57B position.
- Boosted POOL stake by 1.99M shares (+136.26%), now $1.01B.
- Fully exited TMUS, selling 3.88M shares (-100%).
Relevant Companies
- AAPL – Largest Berkshire holding; reduced stake may impact sentiment.
- BAC – Significant bank holding; sale reduces financial sector exposure.
- CVX – Energy sector buy signals increased commitment to oil & gas.
Editor’s Note: This is a developing story. This article may be updated as more details become available.
