Berkshire Hathaway pivots AI holdings toward Apple and Alphabet

Berkshire Hathaway's AI-Focused Holdings Now Center on Apple and Alphabet

The Motley Fool • 18 Aug 23:00

Greg Abel, Warren Buffett's successor at Berkshire Hathaway, has increased the conglomerate's exposure to Apple and Alphabet, which together account for about 35% of its portfolio.

Berkshire Hathaway expands Alphabet stake and adds homebuilder holdings in Q2

AP News • 15 Aug 21:57

In the second quarter, Berkshire Hathaway increased its investment in Alphabet to about $38 billion and raised its exposure to U.S. homebuilders, while trimming positions in several other sectors.

Berkshire Hathaway Boosts Stakes in Delta and Alphabet While Reducing Bank of America Holding

Fortune • 15 Aug 15:09

In its second full quarter under new CEO Ajit Jain, Berkshire Hathaway increased its positions in Delta Air Lines and Alphabet, repurchased shares, and trimmed its stake in Bank of America.

Berkshire Hathaway Q2 2026 Portfolio Overview Shows $299 Billion Value

Seeking Alpha • 15 Aug 01:42

Warren Buffett's Berkshire Hathaway reported a portfolio worth about $299 billion for the second quarter of 2026, highlighting new positions in Alphabet and a reduction in Bank of America holdings.

Greg Abel Reduces Bank of America Stake While Boosting Alphabet Position in Berkshire Hathaway Portfolio

The Motley Fool • 15 Aug 00:57

In the second quarter, Berkshire Hathaway under Greg Abel sold more than half of its Bank of America holdings and added roughly $36.6 billion of Alphabet shares, making the tech company its third-largest investment.

Berkshire Hathaway lifts Alphabet holding by 83% in June quarter

Business Insider • 14 Aug 21:53

Berkshire Hathaway increased its stake in Alphabet to about 106 million shares, valued at roughly $38 billion, as part of its largest quarterly stock purchases in years.