Learn More about Lumida ETF
Powered by LumidaWealth.com
Lumida News
  • Home
  • EarningsNEW
  • News
    • Alt Assets
    • Crypto
    • Equities
    • Macro
    • Markets
    • Real Estate
  • Lifestyle
    • Family Office
    • Health and Longevity
  • Themes
    • Aging & Longevity
    • AI
    • CRE
    • Digital Assets
    • Legacy Brands
    • Nuclear Renaissance
    • Private Credit
  • About Us
No Result
View All Result
Lumida News
  • Home
  • EarningsNEW
  • News
    • Alt Assets
    • Crypto
    • Equities
    • Macro
    • Markets
    • Real Estate
  • Lifestyle
    • Family Office
    • Health and Longevity
  • Themes
    • Aging & Longevity
    • AI
    • CRE
    • Digital Assets
    • Legacy Brands
    • Nuclear Renaissance
    • Private Credit
  • About Us
No Result
View All Result
Lumida News
No Result
View All Result
  • Lumida Wealth
  • Lumida Ledger
  • LUMIDA ETF
  • About Us
Home News Markets

Berkshire Trims Apple, Buys UnitedHealth; Boosts Cash to Record $344 Billion

by Team Lumida
August 15, 2025
in Markets
Reading Time: 3 mins read
A A
0
Warren Buffett’s Berkshire Sells Major Bank of America Stake – Implications for Your Portfolio

"Warren Buffet" by Lingo Queen is licensed under CC BY-NC-SA 2.0

Share on TelegramShare on TwitterShare on FacebookShare on LinkedinShare on Whatsapp

Key Takeaways

Powered by lumidawealth.com

  • Berkshire sold 20 million Apple shares in Q2; Apple remains its largest holding at ~30x NTM EPS, down ~7% YTD.
  • New position in UnitedHealth; shares popped after-hours despite operational and regulatory overhangs.
  • Added/initiated: Allegion, Lamar Advertising, Nucor, D.R. Horton, Lennar A; modestly increased Chevron, Domino’s, Pool, Constellation Brands.
  • Reduced: Bank of America; fully exited T-Mobile. Maintained Kraft Heinz but booked a $3.8B after-tax write-down after leaving the board and amid potential spinoff exploration.
  • Net seller in Q2: $6.92B sold vs. $3.9B bought; cash and equivalents rose to $344B as buybacks paused during market rally.
  • Leadership transition: Buffett hands CEO role to Greg Abel at year-end; remains chairman. Berkshire B shares +5.7% YTD vs S&P 500 +10%.

What’s Happening?

Berkshire Hathaway’s 13F filing shows it trimmed its Apple position by 20 million shares in Q2, continuing a measured reduction that began last year, while initiating a position in UnitedHealth. The firm added to select industrials, energy, and consumer names and pared financials exposure, notably Bank of America, and exited T-Mobile. Berkshire was a net seller of equities and allowed cash to build to an all-time high. The filing reflects activity through June and arrives alongside news that Buffett will transition the CEO role to Greg Abel at year-end.

Why Does It Matter?

The moves signal a more defensive, valuation-sensitive stance amid elevated mega-cap multiples and macro uncertainty. Trimming Apple at ~30x NTM EPS and rotating into cash and select cyclicals/hard-asset names (Nucor, energy) aligns with a late-cycle playbook. The UnitedHealth buy suggests Berkshire sees asymmetric recovery potential despite regulatory and operational noise. Elevated cash and a pause in buybacks imply Berkshire views opportunity cost of waiting as low relative to current market levels, preserving dry powder for future dislocations.

What’s Next?

Watch for: 1) continued Apple trimming vs. redeployment pace into health care, energy, and housing-related cyclicals; 2) whether record cash is deployed via bolt-on acquisitions or accelerated buybacks if valuations compress; 3) UnitedHealth execution and regulatory developments; 4) any follow-through on Kraft Heinz strategic actions; and 5) portfolio continuity as Greg Abel assumes the CEO role. Remember 13F lag—Q3 activity may already differ from the snapshot.

Source
Previous Post

Apple Plans AI-Powered Robots, Smart Home Devices, and Revamped Siri to Boost Innovation

Next Post

China’s Economy Shows Broad-Based Slowdown in July, Raising Pressure for More Stimulus

Recommended For You

Big Tech’s AI Capex Hits $78B in a Quarter, Testing Market Patience

by Team Lumida
2 hours ago
a black square with a blue logo on it

Key Takeaways Powered by lumidawealth.com Alphabet, Meta, and Microsoft spent ~$78B on capex last quarter, +89% YoY, mostly for AI data centers and GPUs. Stocks split: Meta and Microsoft...

Read more

Tesla’s Cybercab Backup Plan: Sell It With a Steering Wheel

by Team Lumida
1 day ago
a car's speedometer with red lights

Key Takeaways Tesla board chair Robyn Denholm said Cybercab (long-promised affordable EV) can have steering wheel/pedals if needed—crucial wiggle room vs. Musk's "pointless" $25K regular model comment a...

Read more

Amazon to Lay Off Up to 30,000 Corporate Workers

by Team Lumida
2 days ago
Amazon’s $100 Billion Bet: AI Over Retail

Key Takeaways Powered by lumidawealth.com Amazon cutting up to 30,000 corporate employees (~10% of white-collar workforce) starting Tuesday, largest layoffs since 27,000 eliminated in 2022; hits HR, AWS, advertising,...

Read more

Gold Trading Talent War Heats Up as Bullion Boom Drives Hiring and Pay Surges

by Team Lumida
3 days ago
gold and black metal tool

Key Takeaways Powered by lumidawealth.com Major trading houses (Trafigura, Gunvor, IXM, Mercuria) and hedge funds are aggressively hiring gold traders amid soaring market activity. Banks historically dominated gold trading...

Read more

Microsoft Faces Legal Action in Australia Over Copilot Pricing Practices

by Team Lumida
3 days ago
The AI Investment Dilemma: Future-Proof or Financial Folly?

Key Takeaways Australia’s ACCC has sued Microsoft for allegedly misleading 2.7M Microsoft 365 subscribers on Copilot-related price hikes. Regulator claims Microsoft hid cheaper “classic” non-Copilot plans until users...

Read more

Wall Street Prices Optionality on Trump Tariffs Ahead of Supreme Court Ruling

by Team Lumida
5 days ago
Wall Street Prices Optionality on Trump Tariffs Ahead of Supreme Court Ruling

Key Takeaways Powered by lumidawealth.com Banks are brokering claims trades where importers sell future tariff-refund rights at a discount; hedge funds take legal risk for potential multi-bagger payouts. Typical...

Read more

Meta Charged by EU Over Handling of Illegal Content

by Team Lumida
6 days ago
a black square with a blue logo on it

Key Takeaways Powered by lumidawealth.com EU Commission charged Meta under Digital Services Act (DSA) for failing to provide simple illegal-content flagging and adequate appeal tools for content-moderation decisions on...

Read more

Trump Administration in Talks to Take Equity Stakes in Quantum-Computing Firms

by Team Lumida
7 days ago
Trump Administration in Talks to Take Equity Stakes in Quantum-Computing Firms

Key Takeaways Powered by lumidawealth.com Commerce Dept. negotiating equity stakes in quantum firms (IonQ, Rigetti, D-Wave, QCI, Atom Computing) in exchange for federal funding; minimum awards ~$10M each from...

Read more

Roche Raises Full-Year Earnings Outlook as U.S. Drug-Pricing Talks Continue

by Team Lumida
7 days ago
Roche Raises Full-Year Earnings Outlook as U.S. Drug-Pricing Talks Continue

Key Takeaways Powered by lumidawealth.com Guidance raised: core EPS now high single-digit to low double-digit growth at CER (from high single-digit); full-year sales still mid-single-digit growth ex-FX. Q3 miss...

Read more

Apple’s iPhone Air Receives Muted Reception in China Debut

by Team Lumida
1 week ago
a cell phone sitting on top of a table next to a charger

Key Takeaways Powered by lumidawealth.com Launch-day demand in China was subdued versus recent global rollouts; immediate availability and no queues in key stores signal softer initial uptake. eSIM-only design...

Read more
Next Post
China’s Bold Economic Moves: What You Need to Know Now

China's Economy Shows Broad-Based Slowdown in July, Raising Pressure for More Stimulus

the back end of a blue car with a license plate

Rivian Faces $100 Million Revenue Hit as Trump Relaxes Fuel Economy Rules

Leave a Reply Cancel reply

Your email address will not be published. Required fields are marked *

Related News

gold and silver round coin

Ether’s Mysterious $40M Investment: What You Need to Know

August 5, 2024
September Rate Cut Likely as Job Market Risks Increase, Says Fed

Fed Faces Complex Inflation Challenge as Trump’s Tariff Threats Loom

January 28, 2025
silver macbook on brown wooden table

Huawei’s Bold Move: Excludes WeChat from Revenue Sharing to Outpace Apple!

June 19, 2024

Subscribe to Lumida Ledger

Browse by Category

  • Lifestyle
    • Family Office
    • Health and Longevity
    • Next Gen Wealth
    • Trust, Tax, and Estate
  • News
    • Alt Assets
    • Crypto
    • Equities
    • Latest
    • Macro
    • Markets
    • Real Estate
  • Research
    • Trackers
  • Themes
    • Aging & Longevity
    • AI
    • Biotech
    • CRE
    • Cybersecurity
    • Digital Assets
    • Legacy Brands
    • Nuclear Renaissance
    • Private Credit
    • Software
Facebook Twitter Instagram Youtube TikTok LinkedIn
Lumida News

Premium insights to help you invest beyond the ordinary. Lumida Wealth Management LLC (‘Lumida”) is an SEC registered investment adviser

CATEGORIES

  • Aging & Longevity
  • AI
  • Alt Assets
  • Biotech
  • CRE
  • Crypto
  • Cybersecurity
  • Digital Assets
  • Equities
  • Family Office
  • Health and Longevity
  • Latest
  • Legacy Brands
  • Lifestyle
  • Macro
  • Markets
  • News
  • Next Gen Wealth
  • Nuclear Renaissance
  • Private Credit
  • Real Estate
  • Software
  • Themes
  • Trackers
  • Trust, Tax, and Estate

BROWSE BY TAG

AI AI chips AI demand Amazon Apple Artificial Intelligence Banking Bitcoin China Commercial Real Estate CPI Crypto Donald Trump EARNINGS ELON MUSK ETF Ethereum Federal Reserve financial services generative AI Goldman Sachs Google India Inflation Interest Rates Investment Strategy Japan Jerome Powell JPMorgan Markets Meta Microsoft Nasdaq Nvidia OpenAI private equity S&P 500 SEC Semiconductor stock market Tech Stocks tesla Trump Wells Fargo Whale Watch

© 2025 Lumida Wealth Management LLC is an SEC registered investment adviser. Privacy Policy. Cookies Policy.
Disclaimer Important Information This site is for informational purposes only. Information presented on this site does not constitute as investment advice.

Lumida Wealth Management LLC (‘Lumida”) is an SEC registered investment adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability.

Lumida's website (referred to herein as the "Website") is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of the Website on the Internet should not be construed by any client and/or prospective client Lumida’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet.

Any subsequent, direct communication by Lumida with a prospective client will be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.

‍Lead Capture Forms: By submitting your contact information in the forms on this site, you are not obligated to invest in Lumida's product or services.
‍Address: Lumida Wealth Management, 25 W 39th Street Suite 700, New York, NY 10018

No Result
View All Result
  • Home
  • Earnings
  • News
    • Alt Assets
    • Crypto
    • Equities
    • Macro
    • Markets
    • Real Estate
  • Lifestyle
    • Family Office
    • Health and Longevity
  • Themes
    • Aging & Longevity
    • AI
    • CRE
    • Digital Assets
    • Legacy Brands
    • Nuclear Renaissance
    • Private Credit
  • About Us

© 2025 Lumida Wealth Management LLC is an SEC registered investment adviser. Privacy Policy. Cookies Policy.
Disclaimer Important Information This site is for informational purposes only. Information presented on this site does not constitute as investment advice.

Lumida Wealth Management LLC (‘Lumida”) is an SEC registered investment adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability.

Lumida's website (referred to herein as the "Website") is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of the Website on the Internet should not be construed by any client and/or prospective client Lumida’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet.

Any subsequent, direct communication by Lumida with a prospective client will be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.

‍Lead Capture Forms: By submitting your contact information in the forms on this site, you are not obligated to invest in Lumida's product or services.
‍Address: Lumida Wealth Management, 25 W 39th Street Suite 700, New York, NY 10018