Warren Buffet dumps Apple and Bank of America
In the second quarter of 2025, Warren Buffett’s Berkshire Hathaway trimmed its stakes in major companies, including Apple and Bank of America.
This move was revealed in Berkshire’s 13F filing with the United States Securities and Exchange Commission, a mandatory disclosure for investment firms managing more than $100 million (R1.76 billion) in assets.
Buffett, widely regarded as one of the greatest investors of all time, has built a legacy that continues to shape the financial world.
His remarkable track record and approachable personality have earned him immense respect in the investment community.
His passion for business and investing began in his hometown of Omaha, Nebraska, where he developed a keen interest in financial markets from an early age. From a young age, he devoured investment books and carefully studied stock market trends.
This curiosity led him to pursue advanced studies, culminating in a Master of Science in Economics from Columbia Business School.
In 1956, Buffett made his first major move into the investment arena by launching his own partnership, a venture that set the stage for his future success.
A turning point came in 1965 when he took control of Berkshire Hathaway, a then-struggling textile company, and transformed it into one of the world’s most successful investment powerhouses.
At 94, Buffett remains actively involved in steering Berkshire Hathaway. His investment approach revolves around value investing, which involves identifying strong companies trading at prices below their intrinsic worth.
This method has produced exceptional long-term results. Beyond his financial acumen, Buffet is celebrated for his modesty and simple lifestyle. Despite his vast fortune, he has lived in the same modest home for decades and avoids lavish spending.
His candid shareholder letters and lively contributions at Berkshire Hathaway’s annual meetings have made him a favourite among investors.
Buffett is also deeply committed to philanthropy, having pledged to give away the majority of his wealth to charitable causes.
Through initiatives like The Giving Pledge, which he co-founded with Bill and Melinda Gates, he has inspired countless other billionaires to dedicate part of their fortunes to the greater good.
Berkshire Hathaway share portfolio
During the second quarter of 2025, Berkshire added three new shares: United Health Group, Lamar Advertising, and Allegion.
It also increased its stake in eight companies, including well-known brands such as Chevron and Domino’s Pizza.
Notably, Berkshire reduced its stake in Apple, the largest share in its portfolio, by 6.67%. The company also reduced its holdings in five other companies, including Bank of America, which Berkshire has now cut for the fourth consecutive quarter.
However, despite these cuts, both Apple and Bank of America remain among the top three shares in the company’s portfolio. It also sold its entire stake in T-Mobile, one of the largest wireless network operators in the United States.
At the end of Q2 2025, Berkshire’s portfolio is valued at $257.52 billion (R4.52 trillion) and comprises 41 stocks. This is a decrease from $279.97 billion (R4.92 trillion) in Q2 2024.
The table below shows Warren Buffett’s Berkshire Hathaway top 20 shares as of 30 June 2025.
| Company | % of portfolio | Activity | Value |
|---|---|---|---|
| Apple Inc. | 22.31 | Reduce 6.67% | $57,447,600,000 |
| American Express | 18.78 | No change | $48,360,780,000 |
| Bank of America Corp. | 11.12 | Reduce 4.17% | $28,641,251,000 |
| Coca Cola Co. | 10.99 | No change | $28,300,000,000 |
| Chevron Corp. | 6.79 | Add 2.91% | $17,478,456,000 |
| Moody’s Corp. | 4.81 | No change | $12,374,115,000 |
| Occidental Petroleum | 4.32 | No change | $11,130,190,000 |
| Kraft Heinz Co. | 3.26 | No change | $8,407,891,000 |
| Chubb Limited | 3.04 | No change | $7,832,228,000 |
| DaVita HealthCare Partners | 1.87 | Reduce 3.83% | $4,814,317,000 |
| Verisign Inc. | 1.49 | No change | $3,838,117,000 |
| Kroger Co. | 1.39 | No change | $3,586,500,000 |
| Visa Inc. | 1.14 | No change | $2,946,013,000 |
| SiriusXM Holdings Inc | 1.07 | No change | $2,751,270,000 |
| Mastercard Inc. | 0.87 | No change | $2,240,257,000 |
| Amazon.com Inc. | 0.85 | No change | $2,193,900,000 |
| Constellation Brands | 0.85 | Add 11.58% | $2,179,912,000 |
| United Health Group Inc. | 0.61 | Buy | $1,572,193,000 |
| Capital One Financial | 0.59 | No change | $1,521,234,000 |
| Aon Plc | 0.57 | No change | $1,462,716,000 |
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