Berkshire Hathaway purchases $17 billion in Alphabet in Q2 2026, replacing Bank of America as its fourth-largest holding.

Huo Xing Cai Jing reports that on August 15, Berkshire Hathaway filed its Q2 2026 13F holdings report with the SEC, revealing significant portfolio adjustments in the second quarter following Warren Buffett’s departure. The firm substantially increased its position in Alphabet, Google’s parent company, while reducing holdings in financial and consumer sectors. As of June 30, 2026, the total market value of Berkshire’s stock holdings rose to $29.9 billion, up from $26.3 billion in the prior quarter. During Q2, the company added one new holding, increased positions in seven stocks, reduced positions in six, and fully exited one position, with the top ten holdings accounting for 88.74% of the portfolio. Alphabet emerged as the standout performer. Berkshire accumulated approximately 48.1 million shares of Alphabet’s Class A and Class C stock during Q2, adding over $17 billion in new holdings, propelling Google past Bank of America to become Berkshire’s fourth-largest holding. The current top five holdings are Apple, American Express, Coca-Cola, Alphabet, and Bank of America. In addition to Alphabet, Berkshire made modest increases in Delta Air Lines, Lennar, and Macy’s. The increase in Delta Air Lines drew particular attention, as market analysts believe it signals confidence in the recovery of air travel demand and improved corporate operations. On the减持 side, Berkshire significantly reduced its exposure to financial and consumer sectors during Q2. It cut its Bank of America position by approximately 30.2 million shares, reducing its stake by 5.89%—equivalent to about $1.72 billion in market value—making it the largest reduction. Capital One Financial was reduced by around 4.2 million shares, lowering its stake by approximately 58%. Berkshire also trimmed its Kroger position by roughly 11 million shares, reducing its holding size by about 22%. Market observers note that Berkshire ended a streak of 14 consecutive quarters of net stock sales by net purchasing nearly $20 billion in equities during Q2, signaling that new CEO Greg Abel is steering the portfolio toward technology and growth-oriented assets, marking a strategic shift into the “post-Buffett era.”