What Warren Buffett Bought and Sold in Q2 2026

As of the Q2 2026 13F, filed 14 August 2026

Berkshire Hathaway Inc's 13F filing for the second quarter of 2026, ending June 30, 2026, revealed a significant increase in its stake in GOOGL. The fund added 24.5 million shares, representing a 45.2% increase in the position, which now accounts for 9.41% of the reported total value. This activity was part of a quarter that saw 1 new position, 7 increased positions, 6 trimmed positions, 15 unchanged positions, and 1 exited position, bringing the reported total value to $299.25 billion across 29 positions.

Notable Buys

Berkshire Hathaway Inc made several notable additions and increases to its reported holdings during Q2 2026:

• GOOGL: The fund added 24.5 million shares, an increase of 45.2%, making it 9.41% of the reported total.
• GOOG: An additional 23.6 million shares were purchased, a 658.3% increase, bringing its share to 3.21% of the reported total.
• DAL: The position increased by 17.5 million shares, a 44% change, now representing 1.79% of the reported total.
• M: An increase of 4.3 million shares, or 141.8%, made this position 0.06% of the reported total.
• LEN: The fund added 3.0 million shares, a 29.8% increase, accounting for 0.4% of the reported total.
• NYT: An increase of 553 thousand shares, or 3.7%, brought this position to 0.37% of the reported total.
• LEN.B: The fund added 60 thousand shares, a 25.4% increase, making it 0.01% of the reported total.
• DHI: A new position was established with 4 thousand shares, representing 0% of the reported total.

Notable Sells

The fund also reduced or exited several positions:

• BAC: The position was reduced by 30.2 million shares, a 5.9% decrease, and now accounts for 9.2% of the reported total.
• KR: A reduction of 11.0 million shares, or 22%, brought this position to 0.72% of the reported total.
• COF: The fund reduced its stake by 4.2 million shares, a 58% decrease, making it 0.2% of the reported total.
• NUE: A reduction of 2.0 million shares, or 52.5%, left this position at 0.14% of the reported total.
• ALLY: The position was reduced by 2.0 million shares, a 6.9% decrease, and now accounts for 0.41% of the reported total.
• DVA: A reduction of 1.2 million shares, or 4.1%, brought this position to 2.15% of the reported total.
• STZ: The fund exited its entire position by selling all 633 thousand shares, which previously represented 0% of the reported total.

Portfolio Concentration

The reported portfolio remains concentrated in a few large holdings. AAPL represents 22.04% of the reported total, followed by AXP at 17.14%, and KO at 10.86%. GOOGL accounts for 9.41% of the reported total, and BAC makes up 9.2%. CVX is 4.67% of the reported total.

A 13F filing provides a snapshot of a fund's long equity holdings as of the end of a quarter, with the report filed within 45 days of the quarter's close.