Berkshire Hathaway significantly reshaped its investment portfolio during the second quarter. The firm reduced its Apple holdings by 20 million shares, resulting in a $4.1 billion market value decrease. This move remains notable as Apple maintains Berkshire’s largest investment. Additionally, Berkshire sold over 26 million shares of Bank of America, marking a more than 40% reduction in its stake over the past year. The company exited its T-Mobile position entirely and shifted into UnitedHealth with a more than $1.6 billion purchase, leading to a post-market surge of over 9%. Finally, Berkshire made notable investments in Nucor Corporation with a purchase of over 6.6 million shares valued at over $800 million. Among its top ten holdings, only Chevron saw an increase in Berkshire’s stake, acquiring over 3.4 million shares.