Berkshire Hathaway shifts portfolio with massive Alphabet stake increase

Berkshire Hathaway Greg Abel Alphabet Inc. Warren Buffett 13F filing

Berkshire Hathaway has significantly reshaped its equity portfolio during the second quarter of 2026 under the leadership of CEO Greg Abel. The conglomerate emerged as a net buyer for the first time in several quarters, deploying approximately $19.8 billion in net stock purchases.

A primary driver of this activity was a massive increase in Alphabet Inc. holdings. Berkshire added roughly $17 billion to its Alphabet position, which now stands as the company's third-largest holding behind Apple and American Express. Reports indicate Warren Buffett likely initiated this position in late 2025.

Other notable moves include a 44% increase in Delta Air Lines shares and a 142% increase in Macy's. Conversely, the firm reduced its stakes in Bank of America, Ally Financial, and Nucor, while completely exiting its position in Constellation Brands. The company also reported strong Q2 results, with operating earnings rising 16% on $102 billion in revenue.

Entities

Alphabet · Alphabet Inc. · Apple Inc. · Berkshire Hathaway · Delta Air Lines · Greg Abel · Warren Buffett

Claims

What the coverage asserts, and how many sources carry each claim.

[● 2 SOURCES] Berkshire Hathaway increased its stake in Delta Air Lines by 44% during the second quarter. www.fool.com · pulse2.com
[● 3 SOURCES] Berkshire Hathaway exited its entire position in Constellation Brands. www.finanzen.at · www.finanzen.ch · www.moneytimes.com.br
[DISPUTED] Warren Buffett stated he initiated the Alphabet position during the third quarter of 2025. dnyuz.com · exame.com
[○ 1 SOURCE] Berkshire Hathaway reduced its holdings in Bank of America and Ally Financial. www.brasilemfolhas.com.br
[○ 1 SOURCE] Berkshire Hathaway increased its Alphabet stake by approximately $17 billion in Q2 2026. pulse2.com
[○ 1 SOURCE] Berkshire Hathaway sold more than half of its position in Nucor during the second quarter. www.fool.com
[○ 1 SOURCE] Berkshire Hathaway reported Q2 operating earnings of up 16% on $102 billion in revenue. seekingalpha.com
[DISPUTED] Alphabet is now Berkshire Hathaway's third-largest equity holding, following Apple and American Express. www.fool.com · dnyuz.com · www.money.it · exame.com