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

by Team Lumida
August 15, 2025
in Markets
Reading Time: 3 mins read
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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

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Key Takeaways

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  • 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.

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© 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