what stocks has warren buffett bought recently

This article explains what stocks has Warren Buffett bought recently by summarizing Berkshire Hathaway’s disclosed equity purchases and stake changes across recent quarters (SEC 13F reports and pre...

2025-09-24 11:44:00

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If you’re asking "what stocks has Warren Buffett bought recently", the short answer is: Berkshire Hathaway has initiated and increased several public equity positions in insurance, consumer brands, energy and a high‑profile new stake in Alphabet, as disclosed in quarterly SEC filings and reported by major financial outlets. This article compiles those recent moves, explains how filings should be interpreted, and cites dated press reports and 13F filing summaries for verification.

Background — Warren Buffett, Berkshire Hathaway, and how the portfolio is managed

Warren Buffett is the long‑time chairman and chief investment officer of Berkshire Hathaway, an investment vehicle that reports holdings in SEC filings. Berkshire’s public equity portfolio reflects the firm’s long‑term, value‑oriented approach. Day‑to‑day trading decisions in recent years are often carried out by portfolio managers Todd Combs and Ted Weschler, working within Berkshire’s framework.

How Berkshire’s transactions are reported

When researching "what stocks has Warren Buffett bought recently", the primary source is SEC Form 13F, which institutional managers file quarterly to disclose U.S. equity holdings as of quarter end. Important caveats:

13F filings provide an end‑of‑quarter snapshot — they do not show intra‑quarter trading or exact trade dates and prices.
Press reports and analysts aggregate and interpret 13F changes; these are dated and should be checked against filings for verification.
Common reporting terms: "initiating a new position" (first appearance in the portfolio), "adding to an existing stake" (increased shares), and "trimming/selling" (reducing or closing a position).

Recent purchases and stake increases (chronological summary)

This section answers "what stocks has Warren Buffett bought recently" by summarizing notable disclosed buys across recent quarters, with dated reporting where available.

Q1 2024 / Spring 2024 changes

As of May 28, 2024, according to U.S. News reporting on Berkshire’s March 31, 2024 13F filing, the firm showed several changes: initiation or increases in Chubb and Liberty Media share classes, additional holdings in Occidental Petroleum, and concurrent reductions such as trimming Apple and exiting positions in HP and Paramount. These moves illustrate active rebalancing within Berkshire’s public equity sleeve during that reporting period.

Q1 2025 activity

As reported in 2025 summaries of the Q1 2025 SEC disclosures, Berkshire increased stakes in several consumer and service companies. Valuesider’s aggregated summary of Q1 2025 activity highlighted notable increases in Constellation Brands, Pool Corporation, Domino’s, and Sirius XM, along with continued exposure to long‑held names such as Apple, American Express, Coca‑Cola, Bank of America and Chevron. These reports identify which positions grew in share count or market value but reflect quarter‑end snapshots rather than execution dates.

Q3 2025 — New position in Alphabet and other Q3 buys

As of Nov 14–18, 2025, multiple outlets reported that Berkshire Hathaway initiated a material position in Alphabet (Google’s parent). According to press coverage on Nov 14, 2025 (CNBC and Wall Street Journal reporting), Berkshire added roughly 17.8 million shares of Alphabet, representing about a $4.0–$4.5 billion stake depending on prices used in the coverage. Additional Q3 2025 filings and coverage (reported Nov 17–18, 2025) showed purchases or increases in Chubb, Domino’s, Sirius XM, Lamar Advertising and Lennar share classes.

Note: press accounts emphasized that Berkshire was a net seller overall in Q3 2025, even while initiating select new positions like Alphabet. Analysts framed the Alphabet purchase as a high‑profile shift given Berkshire’s historical underweighting of Big Tech, and markets reacted to the disclosure with an immediate move in Alphabet shares following the reports.

Selected buy details with dated sources

The following items give quantified examples of "what stocks has Warren Buffett bought recently" and the reporting dates used to verify each claim.

Alphabet (new position, Q3 2025): As of Nov 14, 2025, CNBC and the Wall Street Journal reported Berkshire purchased roughly 17.8 million shares worth about $4.0–$4.3 billion based on market prices at reporting time.
Chubb (increase, disclosed Q1 2024 and again in 2025 summaries): U.S. News (May 28, 2024) reported initiation/increase activity; later quarters also showed additional buying per aggregated trackers.
Occidental Petroleum (additional shares): U.S. News and later trackers noted ongoing purchases; Berkshire has intermittently added to energy exposure over multiple quarters.
Constellation Brands, Pool Corp, Domino’s, Sirius XM (Q1 2025 increases): Valuesider’s Q1 2025 summary listed notable percentage increases in stake size for these companies (reported in 2025 summaries).

Notable sells and trims in the same periods

Understanding "what stocks has Warren Buffett bought recently" requires seeing buys alongside sells. Press summaries and 13F changes show several reductions during the same windows:

Apple: Berkshire trimmed its Apple stake across 2024–2025 quarters, with significant paring reported in filings (coverage noted in 2024–2025 reporting windows).
HP and Paramount: U.S. News (May 28, 2024) reported exits or near‑exits from these positions in the Q1 2024 filing.
Net activity: Some quarters show a mix of buys and sells where Berkshire added to select holdings while reducing others; in Q3 2025 the firm reportedly was a net seller overall despite starting the Alphabet position.

Market reaction and analyst commentary

Market participants often react when a well‑known investor’s filings reveal new exposure. For example, as of Nov 17, 2025, CNBC and other outlets reported an immediate rally in Alphabet shares after Berkshire’s Q3 filings disclosed the new stake. Commentators framed the move as a signal of increased institutional interest in Alphabet’s cloud and AI exposure, while noting Berkshire’s historic caution toward large tech platform stocks.

Analysts also pointed out that large institutional trades can be executed by Berkshire’s portfolio managers rather than exclusively by Warren Buffett. Coverage in November 2025 discussed whether the Alphabet stake reflected a strategic shift by the organization or decisions from delegated managers.

Limitations and interpretation of 13F filings

Use these rules when you ask "what stocks has Warren Buffett bought recently":

Timing lag: 13F filings are filed after quarter end and show holdings as of that date. A purchase may have occurred earlier in the quarter or even been sold before the filing date.
No trade prices: 13Fs show share counts and market values but not the transaction prices or exact purchase dates.
Reporting threshold: 13F covers SEC‑reportable U.S. equities but omits many private holdings, options beyond reporting thresholds, and non‑U.S. assets unless reported.
Attribution: Holdings are reported under Berkshire Hathaway’s name; the filings do not identify which individual within Berkshire executed a trade.

How investors should read these disclosures (neutral guidance)

Readers wondering "what stocks has Warren Buffett bought recently" should treat the disclosed changes as a source for idea generation, not as direct investment advice. Key considerations:

Verify the quarter and filing date before attributing intent to a purchase; many press reports explicitly date their coverage (see references).
Perform independent research on fundamentals, valuation, and suitability before considering any trade.
Remember that institutional position sizes and time horizons can differ greatly from individual investor needs.

Data sources used in this article

To answer "what stocks has Warren Buffett bought recently" this article references SEC 13F filings (EDGAR) and dated press reports and aggregated trackers. Notable sources and reporting dates cited in sections above include:

U.S. News — reported Q1 2024 13F changes on May 28, 2024 (summarized March 31, 2024 filing activity).
Valuesider — aggregated summary covering Q1 2025 SEC report activity (reported in 2025 summaries).
CNBC — reported Berkshire’s new Alphabet stake on Nov 14 and Nov 17, 2025.
Wall Street Journal — reported Berkshire added roughly $4 billion of Alphabet on Nov 14, 2025.
Motley Fool, Quartz, Investopedia — reported and analyzed Berkshire’s Q3 2025 purchases in articles dated Nov 17–25, 2025.
CNBC Portfolio Tracker and other public trackers — ongoing portfolio snapshots and historical context (dates vary by publication).

References (selected, dated reporting)

All items below are cited as dated reporting used to verify recent buys and portfolio changes:

U.S. News — "10 Stocks Warren Buffett Just Bought and Sold" (reported May 28, 2024) — summarizes Q1 2024 13F changes including Chubb and Occidental increases and several exits.
Valuesider — "Warren Buffett Holdings Activity - Berkshire Hathaway" (summary of Q1 2025 SEC report activity; reported in 2025 summaries) — lists top buys including Constellation Brands, Pool Corp, Domino’s, Sirius XM, Occidental.
CNBC — "Berkshire Hathaway Just Bought Nine Stocks..." and related coverage of the Alphabet stake (reported Nov 14–17, 2025) — details the new Alphabet position from Q3 2025 filings and market reaction.
Wall Street Journal — "Berkshire Added $4 Billion Alphabet Stake and Further Pared Apple Stock" (reported Nov 14, 2025) — quantifies the Alphabet purchase and Apple trims.
Motley Fool, Quartz, Investopedia — multiple articles (Nov 17–25, 2025) analyzing Berkshire’s Q3 2025 portfolio changes.
SEC EDGAR database — Berkshire Hathaway’s official Form 13F filings (quarterly) — use EDGAR to view the raw filings for verification.

Practical next steps and resources

If you want to track "what stocks has Warren Buffett bought recently" in real time, consider these steps:

Check Berkshire Hathaway’s Form 13F on the SEC EDGAR site after each quarter close.
Follow dated press coverage from reputable financial outlets (report dates matter — see references above).
Use portfolio trackers that aggregate 13F changes for quicker summaries, but always cross‑check with the official 13F.

Final guidance

When you search "what stocks has Warren Buffett bought recently", remember that most public answers rely on quarter‑end 13F data and dated press reports. Use the dates cited above to place each reported purchase in context, verify with the underlying filing, and perform independent research before drawing investment conclusions.

Article metadata and update note

This article summarizes reporting through Nov 18, 2025. For rolling updates, consult Berkshire Hathaway’s latest 13F filings and reputable financial press coverage; add the filing date when citing a new quarter to maintain clarity on "recent" purchases.

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