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)