Warren Buffett Portfolio Tracker: Berkshire Hathaway’s Latest Buys and Sells

Warren Buffett Portfolio Tracker: Berkshire Hathaway’s Latest Buys and Sells

Berkshire Hathaway (BRK-A) (BRK-B) is among the most widely followed companies on the planet, and investors closely track the stocks it’s buying and selling. Former longtime CEO Warren Buffett has one of the world’s best long-term investment records, earning him the nickname “The Oracle of Omaha.”

While Buffett left the CEO role at the end of 2025, he remains the chairman of the company he built into an investing titan. So, he’s keeping close tabs on Berkshire’s investments, too.

As of January 2026, two executives split the role that Buffett alone used to fill: Greg Abel now sits in the CEO chair, while Ted Weschler is managing Berkshire’s investment portfolio.

Below are Berkshire’s notable buys and sells, its top stock holdings, and its total portfolio, as of the most recently reported quarter.

Berkshire’s Notable Buys and Sells in the Fourth Quarter of 2025

Berkshire’s investments are widely tracked, and investors eagerly anticipate the company’s filing of Form 13F about 45 days after the quarter ends, in February, May, August, and November.

This form details the company’s new portfolio holdings, and investors mine the information for potentially undervalued securities that Berkshire’s investment talent finds attractive.

Notable Berkshire Buys

  • New York Times (NYT): New position
    • Chevron (CVX): 6.5%
    • Chubb (CB): 8.6%
    • Domino’s Pizza (DPZ): 12.3%

    Notable Berkshire Sells

    • Apple (AAPL): -4.3%
      • Bank of America (BAC): -8.9%
      • Amazon (AMZN): -77.2%
      • Davita (DVA): -5.2%
      • Constellation Brands (STZ): -3.0%

      Berkshire has been trimming its stake in Apple for a couple years now, and that continued in the most recently reported quarter. The conglomerate sold about 10.3 million shares of Apple.

      Amazon was another Magnificent 7 stock that Berkshire unloaded heavily in the quarter. The company sold about 7.7 million shares, leaving a stake of nearly 2.3 million shares in the portfolio.

      Top Stock Holdings in Buffett’s Portfolio

      As of the end of the fourth quarter 2025, Berkshire’s top stock holdings included the following:

      • Apple: $62.4 billion
        • American Express: $49.1 billion
        • Coca-Cola: $31.9 billion
        • Bank of America: $26.4 billion
        • Chevron: $23.8 billion

        The top holdings reflect stock prices as of February 25, 2026.

        As of September 30, 2025, Berkshire held about $382 billion in cash and short-term Treasurys.

        Berkshire’s Total Stock Holdings as of the Fourth Quarter of 2025

        The holdings below show Berkshire’s total portfolio as of the latest 13F filing.

        Editor’s Note: Something doesn’t add up. Warren Buffett is sitting on $382 billion in cash — his largest position ever. Tech CEOs are dumping shares of their own companies. Stanley Druckenmiller just sold his entire Nvidia position. Meanwhile, the financial media tells you to buy. After 46 years tracking institutional money flows on Wall Street, quantitative analyst Louis Navellier knows what this pattern means: a wealth transfer is happening right now, and retail investors are being positioned as exit liquidity. His proprietary grading system — which wealthy institutions paid $24,000 per year for me to evaluate stocks with — reveals exactly where smart money is actually moving versus where they’re telling you to invest. See his full analysis here.

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