Berkshire CEO Greg Abel sells 16 stocks, triples Alphabet

Berkshire Hathaway CEO Greg Abel exited 16 banal positions and accrued the company's involvement successful Google genitor Alphabet by 224% during his archetypal 4th moving the conglomerate, according to a 13F filing with the Securities and Exchange Commission.

At year-end 2025, Berkshire's Alphabet presumption stood astatine 17.8 cardinal shares valued astatine $5.6 billion; by March 31, that fig had grown to astir 58 cardinal shares worthy astir $17 billion, according to Fortune. The involvement is present among Berkshire's 5 largest disclosed equity holdings, according to Yahoo Finance.

Among the afloat exits were Visa, Mastercard, UnitedHealth Group, Domino's Pizza, Amazon, Aon, Pool Corp., Heico, Liberty Formula One, Charter Communications, Lamar Advertising, Allegion, Diageo, Liberty Latin America Series C, and Atlanta Braves Holdings; Constellation Brands was reduced by 95% alternatively than sold outright, according to CNBC. The combined worth of the eliminated positions was astir $14 billion, according to Barron's.

A apt mentation for the selloff is the exit of portfolio manager Todd Combs, according to Barron's. Combs departed for a relation astatine JPMorgan Chase successful December and had been liable for astir 5% of Berkshire's equity publication — a stock that aligns with the astir $14 cardinal successful positions that were unwound.

A caller 39.8 million-share presumption successful Delta Air Lines, worthy astir $2.8 billion, marks Berkshire's instrumentality to the hose assemblage for the archetypal clip since aboriginal 2020, erstwhile Buffett exited each of the company's bearer holdings astatine a nonaccomplishment arsenic Covid-19 collapsed aerial question demand, according to CNBC. The institution added a tiny caller presumption successful Macy's worthy astir $55 cardinal and tripled its involvement successful The New York Times to 15.1 cardinal shares, according to CNBC.

Net of its trading enactment — $16 cardinal successful purchases against $24 cardinal successful income — Berkshire ended the 4th with an equity portfolio valued astatine much than $300 billion, according to Barron's. The company's full taxation measure related to equity income successful the 4th was astir $2 billion, according to Barron's.

Chevron represented the azygous biggest drawdown successful dollar terms, with a 35% simplification that shed shares past worthy implicit $8 billion, according to CNBC. Its holdings of Apple banal were unchanged, and its Bank of America involvement was trimmed by little than 1%.

By humanities standards, the 4th ranked among Berkshire's busiest ever for trading activity, according to CNBC. Abel took implicit arsenic CEO connected Jan. 1, 2026, aft Buffett retired from the relation helium had held for decades. Buffett remains president of the board.