Key Points
Berkshire Hathaway was a net seller of stocks in the first half, but this was because of two big stock sales.
Berkshire added six new stocks to its portfolio in the second quarter of 2025.
Warren Buffett and his team also added to six existing positions.
Warren Buffett has been a net seller of stocks in 2025. In other words, the volume of stock sales in Berkshire Hathaway's (NYSE: BRK.A)(NYSE: BRK.B) closely watched stock portfolio exceeded the amount spent on new purchases.
However, that doesn't tell the full story. Specifically, the only reason Berkshire was a net seller of stocks in the first half of 2025 is that the conglomerate executed large sales of both Apple (NASDAQ: AAPL) and Bank of America (NYSE: BAC) to trim two of its largest positions.
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Other than these two moves, Berkshire was rather active when it came to buying stocks. This was especially true in the second quarter, which saw a half-dozen new positions added to Berkshire's portfolio, as well as some large additions.
I won't keep you in suspense. In all, Berkshire added six new positions to its stock portfolio during the first half of 2025 and added shares to six existing investments. Here's a rundown of the dozen stocks that Warren Buffett and his team have been loading up on in 2025.
Image source: Getty Images.
Stocks Warren Buffett added to Berkshire's portfolio in 2025
The second quarter was by far the more active period for Buffett and his team, and although Berkshire was a net seller of stocks throughout the first half of 2025 because of the large dispositions I mentioned earlier, several new stocks have been added to the portfolio. Here's a rundown of what they are:
Company (Symbol)
|
Shares Bought in Q1
|
Shares Bought in Q2
|
Current Value of Berkshire's Investment
|
Nucor (NYSE: NUE)
|
N/A
|
6,614,112
|
$857 million
|
Lennar (NYSE: LEN)
|
N/A
|
7,048,993
|
$780 million
|
D.R. Horton (NYSE: DHI)
|
N/A
|
1,485,350
|
$191 million
|
UnitedHealth Group (NYSE: UNH)
|
N/A
|
5,039,564
|
$1.57 billion
|
Lamar Advertising (NASDAQ: LAMR)
|
N/A
|
1,169,507
|
$142 million
|
Allegion (NYSE: ALLE)
|
N/A
|
780,133
|
$112 million
|
Data source: Berkshire Hathaway SEC filings. Market values as of 6/30/2025.
Stocks Warren Buffett has added to in 2025
There's another category of "Buffett buys" to consider -- stocks Berkshire already owned but has added to. And there are a few notable names in this category. Some are relatively new positions that were started within the past year or so that Berkshire seems to be building over time. Others are long-held positions that Berkshire decided to buy more of. Here's the full rundown:
Company (Symbol)
|
Shares Added in Q1
|
Shares Added in Q2
|
Current Value of Berkshire's Investment
|
Chevron (NYSE: CVX)
|
763,017
|
3,454,258
|
$17.5 billion
|
SiriusXM (NASDAQ: SIRI)
|
2,308,119
|
N/A
|
$2.8 billion
|
Constellation Brands (NYSE: STZ)
|
6,384,676
|
1,391,000
|
$2.18 billion
|
Domino's Pizza (NASDAQ: DPZ)
|
238,613
|
13,255
|
$1.19 billion
|
Pool Corp. (NASDAQ: POOL)
|
865,311
|
1,994,885
|
$1.01 billion
|
Heico (NYSE: HEI)
|
112,401
|
132,524
|
$335 million
|
Data source: Berkshire Hathaway SEC filings. Market values as of 6/30/2025. Berkshire reported additions to SiriusXM subsequent to the end of the second quarter.
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It's worth pointing out that we don't know why Buffett and his team have been buying shares of these stocks, or even if it was Buffett himself who pulled the trigger. It's likely Buffett was involved in the larger investments, but smaller positions these days are often originated by one of Berkshire's investment managers, Ted Weschler or Todd Combs.
We also don't know exactly when these purchases were made. For example, were the second quarter purchases made when the market briefly dipped into bear market territory in April, or after the S&P 500 rocketed to new highs in June? A stock that was "cheap" at the beginning of the second quarter could be a lot less attractive now.
Having said that, this activity shows areas of the market where Buffett is finding value this year. And while it's not a great idea to buy any stock just because a billionaire did, even if that billionaire is Warren Buffett, Berkshire's investment activity can be a good source of ideas for your own investment research process.
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Bank of America is an advertising partner of Motley Fool Money. Matt Frankel has positions in Bank of America, Berkshire Hathaway, and Sirius XM. The Motley Fool has positions in and recommends Apple, Berkshire Hathaway, Chevron, D.R. Horton, Domino's Pizza, and Lennar. The Motley Fool recommends Constellation Brands, Heico, and UnitedHealth Group. The Motley Fool has a disclosure policy.