Berkshire Hathaway Adjusts Portfolio with Significant Changes in Q1 2026

Berkshire Hathaway's first-quarter 2026 13F filing indicates notable shifts in its investment portfolio. The conglomerate increased its stake in Alphabet Inc. by approximately 203.99%, holding 54,249,798 shares valued at $15.6 billion as of March 31, 2026. Additionally, Berkshire initiated a position in Delta Air Lines, acquiring 398 million shares worth about $2.65 billion.

Conversely, the company exited its positions in Amazon, Visa, Mastercard, and UnitedHealth. The total number of holdings decreased from 42 to 29, reflecting a more concentrated investment approach.

These adjustments come after the departure of investment manager Todd Combs late last year. Berkshire Hathaway, headquartered in Omaha, Nebraska, continues to manage a diverse portfolio, including major insurers like Geico, BNSF railroad, and various retail and service businesses.