Warren Buffett’s Q2 Stock Moves Scrutinized as Berkshire Prepares for Leadership Transition

Investor attention remains sharply focused on Warren Buffett's portfolio decisions despite his planned departure as Berkshire Hathaway CEO later this year. The "Oracle of Omaha" continues to MOVE markets, with particular interest surrounding his Q2 2025 purchases ahead of Berkshire's mid-August 13F filing.

Valuation constraints likely eliminated numerous potential acquisitions during the quarter. Stocks trading at extreme premiums—such as those with forward P/E ratios exceeding 270—would violate Buffett's traditional value investing principles. Recent exits also suggest low probability of re-entry into previously divested positions.

Berkshire's recently released 10Q provides additional clues about excluded equities, though cryptocurrency-related assets appear conspicuously absent from consideration. The investment firm maintains its longstanding avoidance of speculative digital asset markets, with no exposure to major tokens like BTC or ETH across its $400 billion portfolio.