BRK-B · News · 20260808N
Portfolio Rebalancing Under Abel
BERKSHIRE HATHAWAY INC · 2026-08-08 · Importance 40 · Surprise 42 · In source text
Berkshire Hathaway became a net buyer of stocks in the second quarter, ending a 14-quarter streak of net stock sales. The company made nearly $20 billion of net stock purchases, with Alphabet identified as a substantial portion of the year’s equity buying. The purchases indicate increased equity deployment under CEO Greg Abel after years of net selling.
Key facts
- Berkshire made nearly $20 billion of net purchases in the second quarter. source
- Berkshire ended a 14-quarter selling streak and became a net buyer of stocks under Greg Abel. source
- Reuters reported Berkshire was a net buyer of other stocks while repurchasing billions of its own and investing billions in stocks including Alphabet. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| cash | negative | realized | -1.6% | Berkshire made nearly $20 billion of net purchases in the second quarter. |