Berkshire Hathaway continues to pare down its significant stake in Bank of America, having sold nearly 45% of its holding since mid-2024, potentially due to profit-taking or rate sensitivity concerns. Separately, a notable recent acquisition highlighted is Lamar Advertising (LAMR), which Berkshire bought in Q2 2025; LAMR appeals as a REIT specializing in out-of-home advertising with a strong market moat and a high dividend yield.
Continued Selling of Bank of America; New Lamar Advertising Stake Highlighted
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