In return, Buffet sold three stocks completely and reduced ten additional stocks. The biggest change to his portfolio had Mondelez and Johnson & Johnson. Both affected his portfolio by more than one percent.
Warren Buffett’s (Berkshire Hathaway) fund positions as
of Q3/2012 with actual share movements:
 |
| Warren Buffett | Berkshire Hathaway Top Portfolio Stock Holdings |
 |
| Warren Buffett | Berkshire Hathaway Sector Structure |
Here is his full portfolio:
Sym -
Stock
|
Portfolio
Weight
|
Recent
activity
|
Reported
Price*
|
KO -
Coca Cola Co.
|
20.14
|
0
|
$37.93
|
WFC -
Wells Fargo
|
19.37
|
Add 2.80%
|
$34.53
|
IBM -
International Bus. Machines
|
18.59
|
Add 1.31%
|
$207.45
|
AXP -
American Express
|
11.44
|
0
|
$56.86
|
PG -
Procter & Gamble
|
4.86
|
Reduce
11.42%
|
$69.36
|
WMT -
Wal-Mart Stores
|
4.58
|
0
|
$73.80
|
USB -
U.S. Bancorp
|
2.79
|
Reduce
7.18%
|
$34.30
|
DTV -
DIRECTV Group Inc.
|
2.06
|
Add 3.99%
|
$52.44
|
COP -
ConocoPhillips
|
1.83
|
Reduce
16.44%
|
$57.18
|
MDLZ -
Mondelez International
|
1.67
|
Reduce
48.21%
|
$41.35
|
MCO -
Moody's Corp.
|
1.67
|
0
|
$44.17
|
PSX -
Phillips 66
|
1.67
|
0
|
$46.37
|
DVA -
DaVita HealthCare Partners
|
1.4
|
Add 9.65%
|
$103.61
|
WPO -
Washington Post
|
0.83
|
0
|
$363.03
|
LMCA -
Liberty Media Capital
|
0.76
|
0
|
$104.08
|
MTB - M&T Bank Corp.
|
0.68
|
0
|
$95.16
|
BK - Bank of New York
|
0.59
|
Add 4.88%
|
$22.62
|
COST -
Costco Co.
|
0.58
|
0
|
$100.16
|
VIA.B -
Viacom Inc.
|
0.54
|
Add 11.65%
|
$53.59
|
USG -
USG Corp.
|
0.5
|
0
|
$21.95
|
NOV - National Oilwell Varco Inc.
|
0.45
|
Add 47.36%
|
$80.11
|
GM -
General Motors
|
0.45
|
Add 50.00%
|
$22.75
|
DE -
Deere & Co.
|
0.44
|
Buy
|
$82.47
|
GD -
General Dynamics
|
0.34
|
0
|
$66.12
|
TMK -
Torchmark Corp.
|
0.29
|
0
|
$51.35
|
V -
Visa Inc.
|
0.28
|
Reduce
25.21%
|
$134.28
|
PCP -
Precision Castparts
|
0.27
|
Buy
|
$163.34
|
MA -
Mastercard Inc.
|
0.24
|
0
|
$451.48
|
SNY -
Sanofi Aventis
|
0.23
|
0
|
$43.06
|
WBC -
WABCO Holdings Inc.
|
0.12
|
Buy
|
$57.68
|
VRSK -
Verisk Analytics Inc.
|
0.1
|
Reduce
16.48%
|
$47.61
|
GSK -
GlaxoSmithKline PLC
|
0.09
|
0
|
$46.24
|
JNJ -
Johnson & Johnson
|
0.05
|
Reduce
95.24%
|
$68.91
|
GCI -
Gannett Co.
|
0.04
|
0
|
$17.75
|
MEG -
Media General
|
0.03
|
Buy
|
$5.18
|
GE -
General Electric
|
0.02
|
Reduce
88.24%
|
$22.71
|
UPS -
United Parcel Service
|
0.01
|
Reduce
77.32%
|
$71.57
|
LEE -
Lee Enterprises
|
0
|
Reduce
64.95%
|
$1.48
|
These are the latest stock buys and sells from Warren Buffett and his investment holding Berkshire Hathaway:
Buys
|
||
Company
|
Position Change
|
Portfolio Change
|
in %
|
||
GM - General Motors
|
Add 50.00%
|
0.15
|
NOV - National
Oilwell Varco Inc.
|
Add 47.36%
|
0.14
|
VIA.B - Viacom Inc.
|
Add 11.65%
|
0.06
|
DVA - DaVita HealthCare Partners
|
Add 9.65%
|
0.12
|
BK - Bank of New
York
|
Add 4.88%
|
0.03
|
DTV - DIRECTV Group Inc.
|
Add 3.99%
|
0.08
|
WFC - Wells Fargo
|
Add 2.80%
|
0.53
|
IBM - International Bus. Machines
|
Add 1.31%
|
0.24
|
DE - Deere & Co.
|
Buy
|
0.44
|
PCP - Precision Castparts
|
Buy
|
0.27
|
WBC - WABCO Holdings Inc.
|
Buy
|
0.12
|
MEG - Media General
|
Buy
|
0.03
|
Sells
|
||
Company
|
Position Change
|
Portfolio Change
|
in %
|
||
USB - U.S. Bancorp
|
Reduce 7.18%
|
0.22
|
PG - Procter & Gamble
|
Reduce 11.42%
|
0.63
|
COP - ConocoPhillips
|
Reduce 16.44%
|
0.36
|
VRSK - Verisk Analytics Inc.
|
Reduce 16.48%
|
0.02
|
V - Visa Inc.
|
Reduce 25.21%
|
0.09
|
MDLZ - Mondelez International
|
Reduce 48.21%
|
1.55
|
LEE - Lee Enterprises
|
Reduce 64.95%
|
0
|
UPS - United Parcel Service
|
Reduce 77.32%
|
0.03
|
GE - General Electric
|
Reduce 88.24%
|
0.15
|
JNJ - Johnson & Johnson
|
Reduce 95.24%
|
1
|
CVS - CVS Caremark Corp.
|
Sell 100.00%
|
0.33
|
DG - Dollar General
|
Sell 100.00%
|
0.24
|
IR - Ingersoll-Rand Plc
|
Sell 100.00%
|
0
|
Related Ticker:
KO, WFC, IBM, AXP,
PG, WMT, USB, DTV, COP, MDLZ, MCO, PSX, DVA, WPO, LMCA, MTB, BK, COST, VIA.B, USG,
NOV, GM, DE, D,TMK, V, PCP, MA, SNY, WBC, VRSK, GSK, JNJ, GCI, MEG, GE, UPS, LEE