Berkshire kết thúc chuỗi 14 quý bán ròng, mua 20 tỷ USD cổ phiếu trong quý 2 năm 2026

The Huoxing Finance report states that on August 8, Berkshire Hathaway released its Q2 2026 financial results, with the most market-watched point being the decline in cash reserves to $365.51 billion in the second quarter, compared to approximately $397.4 billion in the first quarter. This marks the end of 14 consecutive quarters of net selling, representing the first significant shift to net buying since Q4 2022. In the second quarter, Berkshire made net stock purchases of approximately $20 billion, including about $10 billion in a private placement of Alphabet, Google’s parent company, to support investments such as its AI data centers. Approximately $6.8 billion was used to acquire homebuilder Taylor Morrison in a full acquisition, not entirely through public market stock transactions. Around $4.5 billion was allocated to share repurchases. After accounting for these major items, there remains approximately $3 billion in unexplained net public market equity purchases, with specific individual stocks to be disclosed in the upcoming 13F filing around August 14. Alphabet has now officially entered Berkshire’s top five holdings, alongside American Express, Apple, Bank of America, and Coca-Cola, with the top five positions collectively accounting for approximately 66% of the equity portfolio. Buffett previously indicated that the prolonged net selling period was primarily due to high market valuations and a lack of sufficiently attractive opportunities; this shift is viewed as a clear signal of more aggressive capital allocation under Abel’s leadership as CEO, as Berkshire transitions from “patient waiting” to “taking action.”