Berkshire Hathaway filed its second-quarter 2026 13F report with the U.S. Securities and Exchange Commission, showing a clear portfolio reshuffle in the second quarter after Warren Buffett stepped down. The company added aggressively to Google parent Alphabet while trimming positions in financial and consumer stocks.
Equity portfolio value rose to $29.9 billion
As of June 30, 2026, the total market value of Berkshire’s stock holdings climbed to $29.9 billion, up from $26.3 billion in the previous quarter. In the second quarter, the company opened one new position, increased seven holdings, reduced six, and fully exited one name. Its top 10 holdings accounted for 88.74% of the portfolio.
Alphabet was the standout addition
Alphabet was the quarter’s biggest portfolio move. Berkshire added about 48.1 million combined Class A and Class C shares during the period, creating a new position worth more than $17 billion. That move pushed Google ahead of Bank of America and made Alphabet Berkshire’s fourth-largest holding.
Based on the filing, Berkshire’s five largest holdings are now Apple, American Express, Coca-Cola, Alphabet, and Bank of America.
Outside of Alphabet, Berkshire also modestly raised its stakes in Delta Air Lines, Lennar, and Macy’s.
Financial and consumer positions were cut back
On the selling side, Berkshire focused its reductions on financial and consumer names.
- It cut about 30.2 million shares of Bank of America, lowering the position by 5.89%, with the reduction corresponding to about $1.72 billion in market value. That was the largest trim in the quarter.
- It reduced Capital One Financial by about 4.2 million shares, a drop of roughly 58%.
- It also sold about 11 million shares of Kroger, shrinking that position by around 22%.
Berkshire turned into a net buyer in Q2
The filing also showed Berkshire ended a run of 14 consecutive quarters of net stock selling and was a net buyer of nearly $20 billion in equities during the second quarter.