Berkshire Hathaway Continues Stock Divestment Trend, Maintains Selective Buying

Berkshire Hathaway (BRK.A, BRK.B) remained a net seller of equities in Q2 2025, continuing a multi-year trend of portfolio simplification. The Warren Buffett-led conglomerate disposed of several billion dollars worth of positions, including ongoing reductions in Apple (AAPL) and Bank of America (BAC) stakes, alongside complete exits from select holdings.

Despite the sell-off, Berkshire deployed $106.5 million into Sirius XM (SIRI) shares—a symbolic allocation representing just 0.03% of its $344 billion cash reserves. This incremental purchase signals conviction in the satellite radio operator amid broader portfolio contraction.

The investment giant has paused share buybacks after a 10% price decline, surprising observers given Buffett's historical preference for repurchases during valuation dips. Market participants await detailed 13F filings to uncover additional portfolio adjustments.