Warren Buffett Holdings Activity

Berkshire Hathaway Portfolio 13F

Berkshire Hathaway has disclosed a total of 29 changes to the portfolio in the latest (2026 Q1) SEC report(s): increased the number of shares of 4, bought 3 totally new, decreased the number of shares of 6 and completely sold out 16 position(s).

What stocks is Warren Buffett buying now?

In the recent quarter Warren Buffett has bought 7 securities out of which top 5 purchases (by % change to portfolio) are (GOOGL) ALPHABET INC-CL A (added shares +203.99%), (DAL) DELTA AIR LINES INC (new buy), (GOOG) ALPHABET INC-CL C (new buy), (NYT) NEW YORK TIMES CO-A (added shares +199%) and (LEN) LENNAR CORP-A (added shares +43.24%).

What does Warren Buffett invest in?

Warren Buffett's top 5 holdings (by % of portfolio) are (AAPL) APPLE INC (21.99%), (AXP) AMERICAN EXPRESS CO (17.43%), (KO) COCA-COLA CO/THE (11.56%), (BAC) BANK OF AMERICA CORP (9.52%) and (CVX) CHEVRON CORP (6.64%).

In the latest report(s) the following changes have been made to the top investments: (BAC) BANK OF AMERICA CORP (reduced shares -0.71%) and (CVX) CHEVRON CORP (reduced shares -35.17%).

History
Ticker
Stock
%
Activity
Share
Change
% change to
Portfolio
Reported
Price*
% difference
Current Price
% of
Portfolio
2022 Q3 (14 results)
TSM
TAIWAN SEMICONDUCTOR-SP ADR
buy
+60,060,880
+1.39%
$68.56
-
1.39%
LPX
LOUISIANA-PACIFIC CORP
buy
+5,795,906
+0.10%
$51.19
46.59% $75.04
0.10%
JEF
JEFFERIES FINANCIAL GROUP IN
buy
+433,558
+0.00%
$29.50
109.02% $61.66
0.00%
OXY
OCCIDENTAL PETROLEUM CORP
+22.58%
+35,801,921
+0.74%
$61.45
7.99% $56.54
4.03%
VIAC
VIACOMCBS INC - CLASS B
+16.32%
+12,794,865
+0.08%
$19.04
-
0.59%
RH
RH
+8.76%
+190,000
+0.02%
$246.07
37.81% $153.04
0.20%
CE
CELANESE CORP
+6.04%
+553,469
+0.02%
$90.34
40.80% $53.48
0.30%
CVX
CHEVRON CORP
+2.43%
+3,919,169
+0.19%
$143.67
30.31% $187.22
8.02%
KR
KROGER CO
-4.14%
-2,168,472
-0.03%
$43.75
47.91% $64.71
0.74%
GM
GENERAL MOTORS CO
-5.44%
-2,877,359
-0.03%
$32.09
153.97% $81.50
0.54%
ATVI
ACTIVISION BLIZZARD INC
-12.07%
-8,259,284
-0.21%
$74.34
-
1.51%
BK
BANK OF NEW YORK MELLON CORP
-14.02%
-10,146,575
-0.13%
$38.52
268.87% $142.09
0.81%
USB
US BANCORP
-35.07%
-42,016,921
-0.57%
$40.32
46.18% $58.94
1.06%
STOR
STORE CAPITAL CORP
-100.00%
-6,928,413
-0.06%
$26.08
-
0.00%
2022 Q2 (15 results)
ALLY
ALLY FINANCIAL INC
+234.47%
+21,030,580
+0.23%
$33.51
32.41% $44.37
0.33%
OXY
OCCIDENTAL PETROLEUM CORP
+16.26%
+22,176,729
+0.44%
$58.88
3.97% $56.54
3.11%
CE
CELANESE CORP
+16.19%
+1,275,716
+0.05%
$117.61
54.53% $53.48
0.36%
VIAC
VIACOMCBS INC - CLASS B
+13.74%
+9,473,885
+0.08%
$24.68
-
0.64%
MKL
MARKEL CORP
+11.26%
+47,318
+0.02%
$1,293.25
42.74% $1,846.00
0.20%
MCK
MCKESSON CORP
+9.46%
+276,369
+0.03%
$326.21
140.35% $784.05
0.35%
ATVI
ACTIVISION BLIZZARD INC
+6.35%
+4,085,928
+0.11%
$77.86
-
1.77%
CVX
CHEVRON CORP
+1.42%
+2,262,032
+0.11%
$144.78
29.31% $187.22
7.79%
AAPL
APPLE INC
+0.44%
+3,878,909
+0.18%
$136.72
112.94% $291.13
40.76%
USB
US BANCORP
-5.23%
-6,612,752
-0.10%
$46.02
28.07% $58.94
1.84%
KR
KROGER CO
-9.57%
-5,547,968
-0.09%
$47.33
36.72% $64.71
0.83%
GM
GENERAL MOTORS CO
-14.78%
-9,168,488
-0.10%
$31.76
156.61% $81.50
0.56%
STOR
STORE CAPITAL CORP
-53.04%
-7,826,398
-0.07%
$26.08
-
0.00%
RPRX
ROYALTY PHARMA PLC- CL A
-100.00%
-1,496,372
-0.02%
$38.96
40.84% $54.87
0.00%
VZ
VERIZON COMMUNICATIONS INC
-100.00%
-1,380,111
-0.02%
$50.94
5.56% $48.11
0.00%
29 of 818

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.