5 Stocks Warren Buffett Is Selling (And 2 New Stakes)

Warren Buffett, chairman and CEO of Berkshire Hathaway (BRK.B), oversaw a relatively quiet third quarter of buying and selling stocks.

Warren Buffett, chairman and CEO of Berkshire Hathaway (BRK.B (opens in new tab)), oversaw a relatively quiet third quarter of buying and selling stocks. Berkshire made a new investment in the retail sector, pumped up its exposure to the oil patch and pared off a sliver of Apple (AAPL (opens in new tab)), among other moves.

We know what the greatest long-term investor of all time has been doing 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 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 starts a new stake in some company, or adds to an existing one, investors take that as a vote of confidence. On the other hand, if he pares his holdings in a stock, it can spark investors to rethink their own investments.

Here's the scorecard for what Berkshire Hathaway bought and sold during the three months ended Sept. 30, based on the most recent 13F that the company filed on Nov. 14. (And remember: Not all "Warren Buffett stocks" are actually his picks. Some smaller positions are believed to be handled by lieutenants Ted Weschler and Todd Combs.)

Current price data is as of Nov. 14. Holdings data is as of Sept. 30. Sources: Berkshire Hathaway’s SEC Form 13F filed Nov. 14, 2019, for the reporting period ended Sept. 30, 2019; and WhaleWisdom.

Dan Burrows
Contributing Writer, Kiplinger.com