Buffett's $24 Billion Selling Spree: The 6 Stocks Berkshire Hathaway Dumped

Core Viewpoint - Warren Buffett has adopted a more conservative approach to the stock market over the past three years, selling significant portions of his holdings as he perceives the market to be overvalued and is waiting for better buying opportunities [1][2]. Group 1: Stock Sales Overview - In Q3 2025, Buffett sold over $24 billion worth of stocks, including major positions in Apple, Bank of America, VeriSign, DaVita, D.R. Horton, and Nucor [1][2]. - Buffett's strategy involves reducing equity exposure during perceived market overheating, which aligns with his recent stock sales [5]. Group 2: Individual Stock Analysis - Apple (AAPL): Berkshire Hathaway has been reducing its AAPL position since Q4 2023, selling $10.6 billion worth in Q3 2025. The decision is likely based on a broader market overvaluation rather than issues with Apple itself [4][5]. - Bank of America (BAC): Buffett sold $1.92 billion worth of BAC stock in Q3 2025, maintaining a significant holding valued at $29.3 billion. This sale follows a pattern of quarterly reductions since Q3 2024 [6][7]. - VeriSign (VRSN): Buffett sold $1.2 billion worth of VRSN to keep his ownership below 10%, as the stock price rose to $266.93 [9]. - DaVita (DVA): Buffett sold $217 million worth of DVA stock in Q3 2025, marking a profit-taking move after a long-term holding since Q4 2014 [10]. - D.R. Horton (DHI): Despite the potential for a homebuilding recovery, Buffett sold $199 million worth of DHI stock in Q3 2025, exiting his position entirely [11][12]. - Nucor (NUE): Buffett sold approximately $29 million worth of NUE stock, reducing his stake by 3.1% as he began to take profits after entering the position in Q1 and Q2 2025 [13][14].