Warren Buffett Sold 6 Stocks in Q2. Here's Why 1 of Them Could Still Be a No-Brainer Buy.

Group 1 - Warren Buffett will step down as CEO of Berkshire Hathaway on January 1, 2026, but will remain as chairman [1] - Buffett has been a net seller of stocks for 11 consecutive quarters, selling six stocks in Q2 2025 [2] - Berkshire's stake in Apple was reduced by approximately 6.7% in Q2 2025, continuing a trend of selling [4] Group 2 - Buffett sold about 23.1 million shares of Bank of America in Q2 2025, continuing a decline in bank stock investments [5] - The largest percentage sale in Q2 was a 46.5% reduction in Berkshire's stake in Charter Communications [6] - Buffett completely exited his position in T-Mobile US, which he had held since Q3 2020 [6] Group 3 - Despite selling, Apple remains Berkshire's largest position, comprising 22.5% of its portfolio [8] - Apple's revenue grew by 10% year-over-year in Q2 2025, with earnings per share increasing by 12% [8] - Concerns over Apple's revenue from Google as a default search engine have dissipated following a court ruling [9] Group 4 - Apple is expected to launch a foldable iPhone in 2026 and is reportedly working on smart glasses, indicating potential for future growth [10] - Apple's forward price-to-earnings ratio is 30.7, which is considered relatively high [11] - Despite recent product launches not meeting expectations, Apple's strong ecosystem and loyal customer base justify a premium valuation [12]