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Warren Buffett Buys Wells Fargo, Chicago Bridge & Iron Co., VeriSign, Sells General Dynamics, Archer-Daniels Midland, Mondelez

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Warren Buffett’s investment company Berkshire Hathaway just reported its first quarter portfolio. Berkshire bought more Wells Fargo, VeriSign, DirecTV, DaVita HealthCare Partners, National Oilwell Varco, Inc., Wal-Mart Stores Inc, sells General Dynamics, Archer-Daniels Midland Company, Mondelez International etc according to the most recent filings of his investment company, Berkshire Hathaway.

A new position Berkshire bought is Chicago Bridge & Iron Company. The company provides conceptual design, technology, engineering, procurement, fabrication and construction, commissioning and associated maintenance services to customers in the energy and natural resource industries.

As of 03/31/2013, Berkshire Hathaway owns 41 stocks with a total value of $85 billion. These are the details of the buys and sells.

For the details of Warren Buffett's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Warren+Buffett

This is the sector weightings of his portfolio:

Financial Services 38.3%
Consumer Defensive 29.6%
Technology 17.6%
Energy 4.5%
Healthcare 2.5%
Communication Services 2.5%
Consumer Cyclical 1.9%
Industrials 1.5%
Basic Materials 0.5%


These are the top 5 holdings of Warren Buffett

  1. Wells Fargo & Co (WFC) - 458,170,323 shares, 19.9% of the total portfolio. Shares added by 4.16%
  2. Coca-Cola Co (KO) - 400,000,000 shares, 19.0% of the total portfolio.
  3. International Business Machines Corp (IBM) - 68,121,984 shares, 17.1% of the total portfolio. Shares added by 0.01%
  4. American Express Co (AXP) - 151,610,700 shares, 12.0% of the total portfolio.
  5. Procter & Gamble Co (PG) - 52,793,078 shares, 4.8% of the total portfolio.


New Purchase: Chicago Bridge & Iron Company (CBI)

Warren Buffett initiated holdings in Chicago Bridge & Iron Company. His purchase prices were between $46.35 and $62.1, with an estimated average price of $52.76. The impact to his portfolio due to this purchase was 0.48%. His holdings were 6,508,600 shares as of 03/31/2013.

Sold Out: General Dynamics (GD)

Warren Buffett sold out his holdings in General Dynamics. His sale prices were between $64.57 and $71.86, with an estimated average price of $68.79.

Sold Out: Archer-Daniels Midland Company (ADM)

Warren Buffett sold out his holdings in Archer-Daniels Midland Company. His sale prices were between $27.39 and $33.73, with an estimated average price of $30.7.

Added: Wells Fargo & Co (WFC)

Warren Buffett added to his holdings in Wells Fargo & Co by 4.16%. His purchase prices were between $34.18 and $38.2, with an estimated average price of $35.63. The impact to his portfolio due to this purchase was 0.79%. His holdings were 458,170,323 shares as of 03/31/2013.

Added: VeriSign, Inc. (VRSN)

Warren Buffett added to his holdings in VeriSign, Inc. by 121.78%. His purchase prices were between $38 and $47.27, with an estimated average price of $43.83. The impact to his portfolio due to this purchase was 0.25%. His holdings were 8,174,100 shares as of 03/31/2013.

Added: Directv (DTV)

Warren Buffett added to his holdings in Directv by 9.51%. His purchase prices were between $47.77 and $57.24, with an estimated average price of $51.9. The impact to his portfolio due to this purchase was 0.22%. His holdings were 37,275,400 shares as of 03/31/2013.

Added: DaVita HealthCare Partners Inc (DVA)

Warren Buffett added to his holdings in DaVita HealthCare Partners Inc by 10.04%. His purchase prices were between $108.29 and $123.35, with an estimated average price of $115.86. The impact to his portfolio due to this purchase was 0.19%. His holdings were 14,973,906 shares as of 03/31/2013.

Added: National Oilwell Varco, Inc. (NOV)

Warren Buffett added to his holdings in National Oilwell Varco, Inc. by 41.35%. His purchase prices were between $66.26 and $74.14, with an estimated average price of $69.62. The impact to his portfolio due to this purchase was 0.18%. His holdings were 7,484,300 shares as of 03/31/2013.

Added: Wal-Mart Stores Inc (WMT)

Warren Buffett added to his holdings in Wal-Mart Stores Inc by 3.68%. His purchase prices were between $68.23 and $74.85, with an estimated average price of $70.98. The impact to his portfolio due to this purchase was 0.15%. His holdings were 49,247,235 shares as of 03/31/2013.

Reduced: Mondelez International Inc (MDLZ)

Warren Buffett reduced to his holdings in Mondelez International Inc by 45.07%. His sale prices were between $25.453 and $30.615, with an estimated average price of $27.86. The impact to his portfolio due to this sale was -0.19%. Warren Buffett still held 7,052,750 shares as of 03/31/2013.

Reduced: Moody's Corporation (MCO)

Warren Buffett reduced to his holdings in Moody's Corporation by 1.47%. The impact to his portfolio due to this sale was -0.03%. Warren Buffett still held 24,922,178 shares as of 03/31/2013.

Reduced: Moody's Corporation (MCO)

Warren Buffett reduced to his holdings in Moody's Corporation by 5.16%. The impact to his portfolio due to this sale was -0.12%. Warren Buffett still held 25,293,539 shares as of 03/31/2013.

Reduced: Moody's Corporation (MCO)

Warren Buffett reduced to his holdings in Moody's Corporation by 6.15%. The impact to his portfolio due to this sale was -0.14%. Warren Buffett still held 26,668,550 shares as of 03/31/2013.

Here is the complete portfolio of Warren Buffett. Also check out:

1. Warren Buffett's Undervalued Stocks

2. Warren Buffett's Top Growth Companies, and

3. Warren Buffett's High Yield stocks

4. Stocks that Warren Buffett keeps buying


Rating: 3.1/5 (8 votes)

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