Major Portfolio Changes for Berkshire Hathaway in First Quarter 2019

After the market closed today, Berkshire Hathaway filed its SEC Form 13F revealing its stock portfolio as of March 31, 2019.

There were several major changes (by at least $500 million):

Additions:

(1) Amazon (483,300 shares) (AMZN) currently valued at $900 million (initial investment) (Todd Combs or Ted Weschler)

(2) JP Morgan Chase (JPM) – stake increased by 19% or by about $900 million (Warren Buffett or Todd Combs)

Reductions:

(1) Phillips 66 (PSX) – stake reduced by 53% or by about $600 million (Warren Buffett or Todd Combs or Ted Weschler)

(2) Charter Communications (CHTR) – stake reduced by 19% or by about $500 million (Todd Combs or Ted Weschler)