Crazy buying Google, dumping Bank of America! Buffett’s 6 moves in Q2—totally baffling! Increased Holdings: 1. Google $GOOGL Shares surged by 83% in Q2, totaling nearly $38 billion, making it one of Berkshire’s top three holdings. Buffett himself backed it—confidence level maxed out. 2. Delta Airlines $DAL The post-pandemic comeback of this airline giant continues, with a 44% increase in holdings during Q2. Current stake valued at around $5.4 billion. Travel demand is rebounding, and institutions are eyeing its cash flow and cyclical recovery potential. 3. Lennar Homes $LEN A leading U.S. homebuilder, with holdings up nearly 30%. Berkshire is doubling down on the housing sector, even acquiring Taylor Morrison entirely—clearly betting on the bottom of the real estate cycle. 4. Macy’s $M After opening a new position in Q1, Buffett doubled down in Q2. A small retail play to test the waters and diversify the portfolio. Reduced Holdings: 5. Constellation Brands $STZ Fully exited this alcoholic beverage stock, reallocating funds toward higher-growth and more cyclical opportunities. 6. Bank of America $BAC Trimmed holdings by about 30.2 million shares. Slight cooling in the financial sector to make room for AI and cyclical stocks. ‘If Google dips, I’m buying—no hesitation!’