BRK-B · News · 20260817N
Portfolio Reshaping Under Abel
BERKSHIRE HATHAWAY INC · 2026-08-17 · Importance 59 · Surprise 82
Berkshire Hathaway increased its Alphabet stake by 83% during the second quarter of 2026, making Alphabet a top-three portfolio holding. The move expands Berkshire’s exposure to artificial intelligence and follows other capital-allocation actions, including the Taylor Morrison acquisition. Warren Buffett said the Alphabet investment was his idea, indicating continued investment influence after Greg Abel became CEO in January 2026.