Berkshire Hathaway boosted stake in Alphabet, homebuilders in the second quarter
Berkshire’s Q2 2026 portfolio rose to about $299 billion as it added to Alphabet and Delta while trimming several financial holdings.
- For the first time in 14 consecutive quarters, Berkshire Hathaway was a net buyer of equities, spending roughly $23.5 billion on purchases versus just $3.7 billion in sales during Q2.
- Berkshire expanded its position in Alphabet by 83%, adding roughly 48 million shares to bring its total holding to nearly 106 million shares valued at ~$37.8 billion. This vaults the Google parent company into Berkshire's top three U.S.-listed stock holdings behind Apple and American Express.
- A major portion of the Alphabet addition came via a $10 billion private placement completed in June—part of Alphabet's broader $80 billion capital raise to fund expanding artificial intelligence infrastructure.
- Berkshire expanded its footprint in the housing sector by increasing its stake in Lennar by nearly 30% and initiating a new position in D.R. Horton. Shortly after the quarter ended, Berkshire also completed a $6.8 billion acquisition of homebuilder Taylor Morrison.
- Berkshire significantly boosted its positions in Delta Air Lines and Macy's while completely exiting its stake in Constellation Brands and trimming existing holdings in Kroger, Bank of America, and Nucor.
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Berkshire Hathaway boosted stake in Alphabet, homebuilders in the second quarter - Regional Media News
Berkshire Hathaway is increasing the size of its stake in Google's parent company and beefing up its holdings in homebuilders, according to the conglomerate's latest snapshot of its investment portfolio. The Omaha, Nebraska-based company also continued to pare its stake in financial companies and a number of other stocks in the April-June quarter, according to a regulatory filing filed late Friday. CEO Greg Abel, who took over from Warren Buffet…
Berkshire Hathaway (NYSE: BRK.B) Elevates Alphabet To Third-Largest Holding With Massive 48M Share Purchase
Berkshire Hathaway (NYSE: BRK.B) made sweeping portfolio changes in the second quarter, aggressively expanding technology exposure while cutting back on several financial sector positions. The firm boosted its combined Alphabet (NASDAQ: GOOGL) holding by roughly 48 million shares, bringing the total GOOGL and GOOG position to approximately 106 million shares as of the end of Q2. That purchase elevated Alphabet to the third-largest holding in Ber…
Berkshire Hathaway boosted stake in Alphabet, homebuilders in the seco
Berkshire Hathaway is increasing the size of its stake in Google’s parent company and beefing up its holdings in homebuilders, according to the conglomerate’s latest snapshot of its investment portfolio. The Omaha, Nebraska-based company also continued to pare its stake in financial companies and a number of other stocks in the April-June quarter, according to a regulatory filing filed late Friday. CEO Greg Abel , who took over from Warren Buffe…
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Berkshire Hathaway boosted stake in Alphabet, homebuilders in the second quarter
Berkshire Hathaway is increasing its stake in Google’s parent company, Alphabet. It is also boosting its holdings in homebuilders.
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