Warren Buffett’s company has partially rebuilt the stake in Johnson & Johnson he reduced over the past two years to raise cash for other investments, and Berkshire Hathaway Inc. boosted its investment in Wal-Mart Stores Inc. during the second quarter. Berkshire detailed its $46.4 billion U.S. stock holdings Monday in a filing with the Securities and Exchange Commission.

The document revealed several changes in the Omaha-based company’s portfolio between March 31 and the end of June, including decreases in Berkshire’s holdings in Kraft Foods, ConocoPhillips, Procter & Gamble and M&T Bank. Berkshire also increased its stakes in Becton Dickinson & Co., Nalco Holding Co. and Sanofi Aventis. Get the full story »