Berkshire Hathaway pivots AI holdings toward Apple and Alphabet

Warren Buffett's Successor, Greg Abel, Has 34.7% of Berkshire Hathaway's Portfolio Invested in These 2 Artificial Intelligence (AI) Stocks

The Motley Fool • 18 août 23h00

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 boosted stake in Alphabet, homebuilders in the second quarter

AP News • 15 août 21h57

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 pads Delta, Alphabet stakes as Abel taps cash pile

Fortune • 15 août 15h09

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.

Tracking Berkshire Hathaway Portfolio - Q2 2026 Update

Seeking Alpha • 15 août 01h42

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.

Warren Buffett's Successor, Greg Abel, Pared Down Bank of America, and Piled Into a Virtual Monopoly That's Now Berkshire's 3rd-Largest Holding

The Motley Fool • 15 août 00h57

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 Boosted Alphabet Stake 83% During Busiest Quarter in Years

Business Insider • 14 août 21h53

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.