OMAHA, Neb. (TheStreet) -- The quarterly portfolio holdings revealed after the market close on Monday from Warren Buffett and Berkshire Hathaway (BRK.B) show that the big Buffett train slowed down in the second quarter when it came to selling stocks.
The real big Warren Buffett winner in the quarter was Johnson & Johnson ( JNJ). Warren Buffett added roughly 17 million shares of Johnson & Johnson in the second quarter, far and away the biggest addition to the Berkshire Hathaway portfolio.
It's also safe to say of the Warren Buffett second quarter that the more things change, the more they stayed the same. In this case, some of the same related to the same selling made by the Oracle with some big portfolio names.
Warren Buffett has never been shy about his affinity for the big bank stocks, from long-time Berkshire Hathaway favorite Wells Fargo ( WFC) to the recent Buffett bank holding of much controversy, Goldman Sachs ( GS).
In one notable area of Berkshire Hathaway investment, activity may soon be more muted, though it doesn't relate to the portfolio of publicly traded stocks bought and sold on a quarterly basis by the Oracle of Omaha.
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