After the market closed today, Berkshire Hathaway filed its SEC 13F which revealed the following major changes to its stock portfolio during the fourth quarter of 2020:
Q4 2020 hedge fund letters, conferences and more
New Positions
Verizon Communications (VZ) — ($8.6 billion)
Chevron (CVX) — ($4.1 billion)
Marsh & McLennan (MMC) — ($500 million)
Additions to Previous Positions
AbbVie (ABBV) — (up 20% to $2.7 billion)
Merck (MRK) — (up 28% to $2.3 billion)
Bristol-Myers Squibb (BMY) — (up 11% to $2.1 billion)
Kroger (KR) — (up 34% to $1.1 billion)
T-Mobile US (TMUS) — (up 117% to $700 million)
Sale of Positions
Barrick Gold (GOLD) — ($300 million)
M&T Bank (MTB) — ($270 million)
PNC Financial (PNC) — ($210 million)
Pfizer (PFE) — ($135 million)
JPMorgan Chase (JPM) — ($93 million)
Reduction of Positions
Apple (AAPL) — (down 6% to $118 billion)
Wells Fargo (WFC) — (down 59% to $1.6 billion)
Suncor Energy (SU) — (down 28% to $230 million)
Article by Dr. David Kass