Warren Buffett and Berkshire Hathaway have navigated the turbulent stock market caused by President Donald Trump’s tariffs and global trade tensions with surprising success. Despite the sell-off, the Oracle of Omaha and his company stayed conservative, amassing a significant amount of cash and making few stock purchases.
Berkshire’s cautious approach is not surprising, given Buffett’s disciplined investment strategy. The company repurchased far fewer shares of its own stock than in previous years, indicating that Buffett remains patient and selective. Berkshire also holds large stakes in several companies, including Davita, Sirius XM, and Occidental Petroleum.
As the broader S&P 500 index has declined by about 10% this year, many are wondering when Buffett will turn bullish. However, investors can only look at Berkshire’s stock holdings every 90 days, as disclosed in its 13F filings. With no recent large purchases or additions to existing positions, it appears that Buffett is waiting for the right opportunity.
Buffett’s investment approach is based on finding “wonderful companies trading at fair prices.” The Oracle of Omaha has a war chest of over $330 billion, which he can deploy if something catches his interest. However, with trade uncertainty still in the air and economic concerns about recession, it’s unlikely that Buffett will make any hasty moves.
The lack of a clear signal from Berkshire’s filings suggests that Buffett may be biding his time, waiting for the right conditions to turn bullish. As the market continues to navigate the effects of tariffs and global trade tensions, investors will need to remain patient and selective in their own investment decisions.
Source: https://www.fool.com/investing/2025/04/27/warren-buffett-trump-sell-off-bullish-berkshire