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Berkshire Hathaway Buys Wal-Mart, Verizon, Liberty Global PLC, Sells Phillips 66, General Motors Co, DirecTV

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Berkshire Hathaway just released its equity portfolio. Here is the summary. Warren Buffett (Trades, Portfolio) and his CIOs buy Wal-Mart Stores Inc, Verizon Communications Inc, Liberty Global PLC, Liberty Global PLC, sells Phillips 66, General Motors Co, Directv, Starz during the 3-months ended 03/31/2014, according to the most recent filings of his investment company, Berkshire Hathaway. As of 03/31/2014, Berkshire Hathaway owns 45 stocks with a total value of $105.8 billion. These are the details of the buys and sells.

For the details of Warren Buffett (Trades, Portfolio)'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 44.2%
Consumer Defensive 24.4%
Technology 13%
Energy 6.3%
Communication Services 3.6%
Healthcare 2.6%
Consumer Cyclical 2.1%
Industrials 2%
Basic Materials 1.1%


These are the top 5 holdings of Warren Buffett (Trades, Portfolio)

  1. Wells Fargo & Co (WFC) - 463,458,123 shares, 21.8% of the total portfolio.
  2. Coca-Cola Co (KO) - 400,000,000 shares, 14.6% of the total portfolio.
  3. American Express Co (AXP) - 151,610,700 shares, 12.9% of the total portfolio.
  4. International Business Machines Corp (IBM) - 68,355,084 shares, 12.4% of the total portfolio. Shares added by 0.34%
  5. Wal-Mart Stores Inc (WMT) - 58,052,412 shares, 4.2% of the total portfolio. Shares added by 17.32%

New Purchase: Verizon Communications Inc (VZ)

Warren Buffett (Trades, Portfolio) initiated holdings in Verizon Communications Inc. His purchase prices were between $45.98 and $49.3, with an estimated average price of $47.35. The impact to his portfolio due to this purchase was 0.5%. His holdings were 11,022,743 shares as of 03/31/2014.

Added: Wal-Mart Stores Inc (WMT)

Warren Buffett (Trades, Portfolio) added to his holdings in Wal-Mart Stores Inc by 17.32%. His purchase prices were between $72.66 and $78.91, with an estimated average price of $75.43. The impact to his portfolio due to this purchase was 0.62%. His holdings were 58,052,412 shares as of 03/31/2014.

Added: Liberty Global PLC (LBTYA)

Warren Buffett (Trades, Portfolio) added to his holdings in Liberty Global PLC by 149.19%. His purchase prices were between $40.36 and $45.96, with an estimated average price of $43.34. The impact to his portfolio due to this purchase was 0.17%. His holdings were 7,346,968 shares as of 03/31/2014.

Added: Liberty Global PLC (LBTYK)

Warren Buffett (Trades, Portfolio) added to his holdings in Liberty Global PLC by 149.19%. His purchase prices were between $38.905 and $43.46, with an estimated average price of $41.33. The impact to his portfolio due to this purchase was 0.17%. His holdings were 7,346,968 shares as of 03/31/2014.

Reduced: Phillips 66 (PSX)

Warren Buffett (Trades, Portfolio) reduced to his holdings in Phillips 66 by 64.14%. His sale prices were between $70.67 and $80.35, with an estimated average price of $76.12. The impact to his portfolio due to this sale was -1.28%. Warren Buffett (Trades, Portfolio) still held 9,741,303 shares as of 03/31/2014.

Reduced: General Motors Co (GM)

Warren Buffett (Trades, Portfolio) reduced to his holdings in General Motors Co by 25%. His sale prices were between $34.09 and $40.95, with an estimated average price of $36.89. The impact to his portfolio due to this sale was -0.4%. Warren Buffett (Trades, Portfolio) still held 30,000,000 shares as of 03/31/2014.

Reduced: Directv (DTV)

Warren Buffett (Trades, Portfolio) reduced to his holdings in Directv by 5.48%. His sale prices were between $68.11 and $79.99, with an estimated average price of $73.11. The impact to his portfolio due to this sale was -0.13%. Warren Buffett (Trades, Portfolio) still held 34,514,700 shares as of 03/31/2014.

Reduced: Starz (STRZA)

Warren Buffett (Trades, Portfolio) reduced to his holdings in Starz by 57.74%. His sale prices were between $26.5 and $33.18, with an estimated average price of $30.33. The impact to his portfolio due to this sale was -0.08%. Warren Buffett (Trades, Portfolio) still held 1,919,541 shares as of 03/31/2014.


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