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In 2026 Q2 Berkshire bought $17.1bn of Alphabet

By Dror Poleg

What Berkshire Hathaway bought and sold in the most recent quarter, read from the change in share counts between its two latest Form 13F filings. Each change is valued at the quarter-end price to estimate the dollars involved, and each company is marked as a new position, an addition, a trim or a full sale.

Latest observation: 2026-Q2·Expected cadence: Quarterly
FinanceBusiness
What does it show?

Between the 2026 Q1 and 2026 Q2 filings Berkshire changed 13 positions (1 new, 5 added, 6 trimmed, 1 sold out): about $19.2bn of buying against $4.1bn of selling, valued at quarter-end prices.

Methodology

The share counts in Berkshire Hathaway's Form 13F-HR for 2026 Q2 (filed 2026-08-14) against those for 2026 Q1, by CUSIP after combining the rows of Berkshire's subsidiaries and applying any amendments. Each change in shares is multiplied by the security's quarter-end price implied by the filing (value divided by shares; the earlier quarter's price for a position sold out), and share classes of one company are added together. The result is an estimate of the dollars bought or sold during the quarter, not the prices Berkshire paid or received, which a 13F does not report. 'New' is a company not in the earlier filing, 'sold out' one missing from the later filing; 'added' and 'trimmed' are changes in an existing position. The 10 largest changes by dollars are shown; the 3 smaller changes (Ally Financial, New York Times, D.R. Horton) come to −$53m. A share count that moves by an exact split ratio with little change in value is treated as a split, not a trade. A 13F lists only U.S.-listed 13(f) securities at the quarter end: positions opened and closed within the quarter, foreign holdings and trades in non-13(f) securities do not appear, and Berkshire may keep a position it is still building out of the filing under a confidential-treatment request, disclosing it in a later amendment.

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