The U.S. stock market hasn’t been doing too well in 2025 as the benchmark S&P 500 index retraced 4.44% to 5,608 points – levels last seen in September 2024.
The downturn and the accompanying turbulence has been severe enough to compel many analysts to revise their year’s end forecasts and some to opine that the country may have entered a new recession at the start of March.
Through the turmoil, the legendary investor Warren Buffett proved worthy of his reputation yet again as his firm, Berkshire Hathaway (NYSE: BRK.A, BRK.B) is one of the few to have been performing well since the first session of the year.
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Berkshire Hathaway stock rallies despite 2025 market downturn
Specifically, Berkshire stock is changing hands at $524.49, meaning it had rallied 15.71% since January 2 – the first session of 2025 – and hit a new all-time high (ATH) on the morning of March 18.
Though in stark contrast to most other major stocks, the firm’s success can, perhaps, be linked more to Buffett’s reputation and the huge cash pile he has accumulated in the second half of 2024 than to any other factor.
How Warren Buffett’s top stocks are doing in 2025
Indeed, examining the latest available 13-f filing for Berkshire Hathawat, it quickly becomes apparent that three out of the firm’s top five holdings are substantially in the red this year. These three represented the majority of 56% the portfolio on December 31.
As things stand, Apple (NASDAQ: AAPL), the single biggest position at 28%, fell 14.91% to $213.08.
Bank of America (NYSE: BAC) and American Express (NYSE: AXP) declined 5.59% to $41.49 and 12.02% to $261.12, respectively.
The fourth and fifth biggest holdings in the Berkshire portfolio at the end of 2024 have, however, been doing significantly better in 2025. Coca-Cola (NYSE: KO) is up 12.04% to $69.76 and Chevron (NYSE: CVX) climbed 9.85% to $159.11.
Beyond the fact that they were executed by Warren Buffett, the three known first-quarter (Q1) stock trades of The Oracle of Omaha appear uninteresting by press time on March 18.
Here’s what Buffett has been buying and selling in 2025
The legendary investor is known to have purchased $54 million worth of Sirius XM (NASDAQ: SIRI) stock on January 30 – a stock that is 0.90% down in 2025 and slightly fell from Buffett’s purchase price – and $35.7 million worth of Occidental Petroleum (NYSE: OXY) share on February 7.
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OXY stock is up both in the YTD chart, and since The Oracle of Omaha made his latest purchase.
Warren Buffett also sold nearly $150 million worth of Davita (NYSE: DVA) equity on February 11 and February 14 – just before and just after the shares started their massive 20% two-week plunge.
