Dividend Growth Forum

I know that Uncle Warren doesn't make all of the buy/sell decisions at BRK lately, but since a lot of us follow along, here's the latest movements:

Berkshire buys JPMorgan, Oracle, exits Sanofi

The latest 13F from Berkshire Hathaway shows more than a 35M share stake in JPMorgan.
Other new buys include more than 40M shares of Oracle , 6M shares of PNC Financial, and 3.5M shares of Travelers.
Among exits are Walmart and Sanofi.

https://seekingalpha.com/news/3409713-berkshire-buys-jpmorgan-oracle-exits-sanofi

Just think 10 years ago he refused to touch any technology stocks, now he just bought nearly $2 billion worth of Oracle.

And his largest holding is AAPL. You could make a case that stock is kinda techie too. His incredible returns would have been even more ridiculous if he's bought just a few safe techs five years earlier.