🔥 BERKSHIRE HATHAWAY UPDATES ITS PORTFOLIO
$GOOGLB
Berkshire Hathaway revealed its second-quarter 2026 moves, and one of the most important changes was the sharp increase in its position in Alphabet, while it significantly reduced its stake in Bank of America. The report marks a relevant shift in the composition of its portfolio.
📊 WHAT’S GOING ON
• Berkshire increased its position in Alphabet by approximately 48.1 million shares, bringing its total stake to about 106 million shares.
• The investment in Alphabet reached a value close to US$38 billion, making it one of Berkshire’s largest positions.
• The company also increased its positions in Delta Air Lines, Macy’s, and Lennar.
• Berkshire opened a new position in D.R. Horton and fully exited Constellation Brands.
• On the selling side, it reduced around 30.2 million shares of Bank of America, and also cut positions in Kroger, Capital One, Nucor, and Ally Financial.
$GOOGLB
Berkshire Hathaway revealed its second-quarter 2026 moves, and one of the most important changes was the sharp increase in its position in Alphabet, while it significantly reduced its stake in Bank of America. The report marks a relevant shift in the composition of its portfolio.
📊 WHAT’S GOING ON
• Berkshire increased its position in Alphabet by approximately 48.1 million shares, bringing its total stake to about 106 million shares.
• The investment in Alphabet reached a value close to US$38 billion, making it one of Berkshire’s largest positions.
• The company also increased its positions in Delta Air Lines, Macy’s, and Lennar.
• Berkshire opened a new position in D.R. Horton and fully exited Constellation Brands.
• On the selling side, it reduced around 30.2 million shares of Bank of America, and also cut positions in Kroger, Capital One, Nucor, and Ally Financial.