11 Stocks Warren Buffett Is Selling (And 3 He's Buying)

Berkshire Hathaway CEO Warren Buffett and his team were bears yet again in Q2 2021, hacking away at a large number of positions while only adding to a handful.

Warren Buffett
(Image credit: Getty Images)

The stock market made a number of new all-time highs during the second quarter of 2021. Warren Buffett mostly took it as an opportunity to sell ... again.

The chairman and CEO of Berkshire Hathaway (BRK.B), like he has for several quarters now, primarily pruned the holding company's stock portfolio over the most recent three-month period. Notably, the company made several cuts to its positions in the healthcare sector.

Indeed, Buffett took a scythe to Berkshire Hathaway's bluest of blue-chip pharmaceutical bets. He also lightened up across a number of other investments, some of which were still rather new to the portfolio. And he even exited three minor positions entirely.

On the other side of the ledger, Buffett continued to beef up on a short list of recent favorites in retail and insurance. And although Berkshire Hathaway initiated zero fresh positions, the Oracle of Omaha nonetheless found himself in possession of a brand-new stake. (More on that in a minute.)

We know what the greatest long-term investor of all time has been up to because the U.S. Securities and Exchange Commission requires all investment managers with more than $100 million in assets to file a Form 13F quarterly report to disclose any changes in share ownership. These filings add an important level of transparency to the stock market and give Buffett-ologists a chance to get a bead on what he's thinking.

When Buffett initiates a stake in some company, or adds to an existing one, investors read into that as a vote of confidence. But if he pares his holdings in a stock, it can spark investors to rethink their own investments.

Here's the scorecard for what Warren Buffett was buying and selling during the second quarter of 2021, based on Berkshire Hathaway's 13F filed on Aug. 16, 2021, for the period ended June 30, 2021. You can check out the entire list of Buffett stocks here, or continue reading if you're most interested in Buffett's most recent transactions.

And remember: Not all "Warren Buffett stocks" are actually his picks. Some of Berkshire Hathaway's positions are handled by lieutenants Ted Weschler and Todd Combs.


Current share prices are as of Aug. 16, 2021. Holdings data is as of June 30, 2021. Sources: Berkshire Hathaway's SEC Form 13F filed Aug. 16, 2021, for the reporting period ended June 30, 2021; and WhaleWisdom.

Dan Burrows
Senior Investing Writer, Kiplinger.com

Dan Burrows is Kiplinger's senior investing writer, having joined the august publication full time in 2016.

A long-time financial journalist, Dan is a veteran of SmartMoney, MarketWatch, CBS MoneyWatch, InvestorPlace and DailyFinance. He has written for The Wall Street Journal, Bloomberg, Consumer Reports, Senior Executive and Boston magazine, and his stories have appeared in the New York Daily News, the San Jose Mercury News and Investor's Business Daily, among other publications. As a senior writer at AOL's DailyFinance, Dan reported market news from the floor of the New York Stock Exchange and hosted a weekly video segment on equities.

Once upon a time – before his days as a financial reporter and assistant financial editor at legendary fashion trade paper Women's Wear Daily – Dan worked for Spy magazine, scribbled away at Time Inc. and contributed to Maxim magazine back when lad mags were a thing. He's also written for Esquire magazine's Dubious Achievements Awards.

In his current role at Kiplinger, Dan writes about equities, fixed income, currencies, commodities, funds, macroeconomics, demographics, real estate, cost of living indexes and more.

Dan holds a bachelor's degree from Oberlin College and a master's degree from Columbia University.

Disclosure: Dan does not trade stocks or other securities. Rather, he dollar-cost averages into cheap funds and index funds and holds them forever in tax-advantaged accounts.