Warren Buffett Portfolio 2025: Oracle Of Omaha Sold Shares In His 2 Mega Stocks; Buys 6 New Shares

The Oracle of Omaha, Warren Buffett, is an investor with great eyesight for wealth-creating stocks and grabbing opportunities even in dire scenarios. Warren Buffett sits on $147 billion worth of wealth and is the tenth richest man. The majority of his income comes from Berkshire Hathaway and the stocks in his portfolio. But did you know that in Q2 of 2025, Buffett made some key changes in his portfolio?

The investor with a golden touch sold massive millions of dollars' worth of shares in his two best stocks, namely Apple Inc. and Bank of America Corp. He further shifted the gears of his investment by adding five new stocks to his portfolio. These are UnitedHealth Group Inc. (UNH); Lamar Advertising Co. (LAMR); Allegion PLC (ALLE); D.R. Horton Inc. (DHI); and Nucor Corp. (NUE). He also exited entirely from T-Mobile US Inc. (TMUS).

Let's look at the stocks he bought and sold in Q2:

Shares Sold:

The market mogul sold a certain percentage of his holdings in Apple Inc. and Bank of America, which are among his top 5 stocks.

1. Apple Inc. (AAPL):

The iPhone maker is Buffett's largest stock. However, in Q2, he exited 20 million shares or a 6.6% stake, in Apple. Despite this, his shareholding is valued at nearly $57.5 billion with 280 million shares, which accounts for over 22.3% of his total portfolio, as per Hedge Follow data.

Apple Inc. stock is currently $227.76 apiece, with a market cap of $3.380 trillion. Apple is the third-largest company in the world in terms of market cap. Apple's all-time gains are around 325,271.43%.

2. Bank of America:

During Q2, Buffett sold about 26.3 million shares in Bank of America through Berkshire Hathaway, which accounted for about a 4.1% stake. After this sale, his holding is around 605.27 million shares worth $28.64 billion. Bank of America accounts for 11.12% and is the third largest stock in his total portfolio.

On the NYSE, the Bank of America share price is currently at $49.48 apiece. This American multinational investment bank is the 27th largest company in the world, with a market cap of $366.49 billion. All-time gains are around 918% for this stock.

3. T-Mobile US Inc:

Buffett exited this American wireless network operator by selling all 100% stake or 3.88 million shares.

As of June 30, 2025, T-Mobile is the second-largest wireless carrier in the United States, with 132.8 million subscribers. The stock is listed on Nasdaq at $251.95 apiece and has a market cap of $283.54 billion, making it the 37th largest company.

Shares Bought:

The best-known investor has increased his shareholding in his top stock from his portfolio. This is none other than Chevron, which accounts for about 6.8% of his total portfolio, making it his fifth-largest stock.

Chevron Corp:

Buffett increased his stake by another 3.45 million shares in Chevron, taking the total number of shares to 122.06 million. His shareholding is valued at around $17.5 billion as of now.

Chevron is the world's 32nd largest company, with a market cap of $302 billion. Its stock price is currently at $70.13 apiece. Chevron is a leading oil and gas company.

He added SIX new shares during Q2. These are:

1. UnitedHealth Group Inc. (UNH):

Berkshire has bought over 5.04 million shares in UnitedHealth. Its shareholding is valued at around $1.6 billion.

UnitedHealth's stock price is around $307.42 and is the 39th largest company with a market cap of $278.42 billion.

UnitedHealth Group is a health care and well-being company with team members in two distinct and complementary businesses - Optum and UnitedHealthcare - working to help build a modern, high-performing health system.

2. Nucor Corp. (NUE):

As much as 857.60K shares were bought in this steel maker during Q2. His shareholding is valued at around $856.79 million, as per the data.

Nucor, which is the largest steel producer in the United States and the largest recycler of scrap in North America, is currently trading at $147.93 apiece on the NYSE.

3. D R Horton Inc:

Buffett's Berkshire bought over 1.4 million shares in D.R. Horton. The shareholding is valued at around $191 million.

D.R. Horton, Inc. is an American home construction company based in Arlington, Texas. Since 2002, the company has been the largest homebuilder by volume in the United States, as per Wikipedia. The stock price is currently at $170.68.

4. Lennar Corp. (LEN, LEN.B):

Lennar Corp is yet another real estate stock that has caught the eye of Buffett. As per Wikipedia, Lennar has investments in multifamily and single-family residential rental properties, luxury development, property technology with LenX, and mortgage lending from Lennar Mortgage.

In Q2, Berkshire bought over 7 million shares in Lennar, and this holding is valued at nearly $780 million. The stock is around $135.75 apiece.

5. Lamar Advertising Co. (LAMR):

The Oracle of Omaha bought about 1.17 million new shares in Lamar, which is valued at around $142 billion.

Founded in 1902, Lamar Advertising Company is one of the largest outdoor advertising companies in the world with over 360,000 displays across the United States and Canada. Lamar offers advertisers a variety of billboard, interstate logo, transit, and airport advertising formats.

The stock is currently at $126.82 apiece.

6. Allegion PLC (ALLE):

This American-Irish company is engaged in security products for homes and businesses. In Q2, Buffett bought over 780,133 shares in Allegion, which are valued around $112.4 million. The stock price is currently at $172.24 apiece.