Berkshire Hathaway pivots AI holdings toward Apple and Alphabet

Berkshire Hathaway pivots AI holdings toward Apple and Alphabet

Greg Abel, Warren Buffett's successor at Berkshire Hathaway in Omaha, increased the conglomerate's exposure to Apple and Alphabet, together representing about 35% of its portfolio, according to The Motley Fool. In the second quarter, Berkshire Hathaway added roughly $36-38 billion of Alphabet shares, making the tech company its third-largest holding. It also increased its position in Delta Air Lines and repurchased shares, while reducing its Bank of America stake, according to Fortune.

参与者

Berkshire Hathaway Alphabet Warren Buffett Greg Abel

地点

Omaha, Nebraska, United States Mountain View, California, United States

文章

2026年八月18日
1 篇总计
Warren Buffett's Successor, Greg Abel, Has 34.7% of Berkshire Hathaway's Portfolio Invested in These 2 Artificial Intelligence (AI) Stocks
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 • 08月18日 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.

可信度 72% 操纵 32% 中立
2026年八月15日
4 篇总计
Berkshire Hathaway boosted stake in Alphabet, homebuilders in the second quarter
Berkshire Hathaway boosted stake in Alphabet, homebuilders in the second quarter

AP News • 08月15日 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.

可信度 78% 操纵 8% 中立
Berkshire pads Delta, Alphabet stakes as Abel taps cash pile
Berkshire pads Delta, Alphabet stakes as Abel taps cash pile

Fortune • 08月15日 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.

可信度 73% 操纵 7% 中立
Tracking Berkshire Hathaway Portfolio - Q2 2026 Update
Tracking Berkshire Hathaway Portfolio - Q2 2026 Update

Seeking Alpha • 08月15日 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.

可信度 57% 操纵 9% 中立
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
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 • 08月15日 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.

可信度 73% 操纵 9% 中立
2026年八月14日
1 篇总计
Berkshire Boosted Alphabet Stake 83% During Busiest Quarter in Years
Berkshire Boosted Alphabet Stake 83% During Busiest Quarter in Years

Business Insider • 08月14日 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.

可信度 78% 操纵 8% 中立