Berkshire Google Investment : Hello Everyone,
Berkshire Hathaway just reshaped its portfolio in ways that matter if you own any of its top holdings.
The company more than tripled its Alphabet position, exited Amazon entirely and cut its exposure to Bank of America, Chevron and Constellation Brands in the first three months of 2026.
The moves land differently than past filings.
They are the first under Chief Executive Greg Abel, who took over from Warren Buffett on Jan. 1 and now controls both daily operations and the investment portfolio. Buffett, 95, remains chairman.
This piece walks through each significant position change, the dollar amounts involved, and what the pattern tells investors about how Abel differs from the man he replaced.
Berkshire Google Investment Emerges as a Major Winner in Berkshire Hathaway’s Q1 Portfolio
Berkshire bets big on Alphabet, cleans house in Q1, Greg Abel went shopping for Google and kicked Amazon to the curb.
Berkshire Hathaway grew its Alphabet position by 224 percent in the first quarter — about 40 million combined Class A and Class C shares — making the Google parent its seventh-largest holding at more than $16.6 billion. It also added shares of The New York Times.
Then came the exits. Berkshire dumped all 2.2 million remaining Amazon shares. Warren Buffett had already slashed the stake by 77 percent in the final quarter of 2025, just before handing over the reins. Abel finished the job.
The portfolio is leaner now. Berkshire closed more than a dozen positions in Q1, including UnitedHealth Group, Visa and Mastercard, leaving the conglomerate with about 29 holdings — down sharply from 2025. It remains heavy in financials, energy and consumer staples, but tech exposure has climbed thanks to the Alphabet build.
Apple stayed put. Bank of America and Chevron were trimmed by about 3.6 million and 45.8 million shares, respectively.
Two contrarian bets stand out. Berkshire bought into Macy’s and Delta Air Lines while both stocks were under pressure. Macy’s had just issued weak earnings guidance amid tariff concerns. Delta was fighting volatile jet-fuel costs and airport disruptions tied to a partial government shutdown. The airline pick carries history — Buffett famously sold off Delta and other carriers during the COVID pandemic. Abel is buying back in.
Berkshire Google Investment and Ackman’s Microsoft Bet Signal Big AI Opportunities
Bill Ackman saw panic and opened his wallet.
Pershing Square Capital Management started a position in Microsoft during the Iran War sell-off, Ackman disclosed Friday in an online post ahead of his hedge fund’s quarterly 13F filing. He called the stock’s valuation compelling and said fears about Microsoft’s competitive standing in artificial intelligence were overblown.
The buy fits a pattern. Ackman built positions in Alphabet, Amazon and Meta Platforms during earlier waves of AI anxiety — and said so publicly. He treats market fear as a discount window.
Pershing Square began accumulating Microsoft shares in February, after the stock dropped following a weak quarterly earnings report, Ackman said. Microsoft shares traded at $423.54 Monday.
The move makes Ackman one of the more concentrated AI bulls among major hedge fund managers. He now holds four of the largest AI infrastructure companies in a single portfolio.
Berkshire Google Investment Enters New Era After Abel Puts His Name on It
Greg Abel is not managing Berkshire Hathaway by committee. He said so directly.
“Responsibility ultimately resides with me as CEO,” Abel wrote in his first annual letter to shareholders in February. That includes every stock in the portfolio.
Berkshire sold about $8.2 billion in equities in the first quarter — the 14th straight quarter of net sales. The selling didn’t stop when Warren Buffett retired. It accelerated the cleanup.
Much of what got dumped were stocks managed by Todd Combs, who left Berkshire for JPMorgan Chase, The Wall Street Journal reported. Combs and fellow deputy Ted Weschler had each quietly run about 5 percent of the total portfolio for years, with Buffett overseeing the rest. Berkshire never disclosed which positions belonged to whom.
Weschler stayed. He now manages 6 percent of the portfolio, including the slice Combs left behind, Abel said. Abel, the former head of Berkshire’s energy operations, controls everything else.
The math is simple: one fewer manager, one fewer layer of opacity, and one CEO who has publicly claimed the outcomes.
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