Berkshire Hathaway boosts Alphabet stake by 45% in Q2 2026.

Berkshire Hathaway, led by Warren Buffett and Greg Abel, made headlines this week by buying eight stocks during the second quarter of 2026. This marks a notable shift for the conglomerate, which had been a net seller of stocks for the previous 14 quarters. Berkshire's recent 13F filing revealed that it purchased more shares than it sold for the first time in over three years, signaling a renewed confidence in the market.

The timing of these purchases is particularly significant as investors are closely watching economic indicators and corporate earnings. Buffett, who has been at the helm of Berkshire for over six decades, continues to play a crucial role in investment decisions despite Abel officially taking over capital deployment. The recent buying spree reflects Buffett's long-term belief in the growth potential of certain sectors, particularly technology and housing.

Among the eight stocks acquired, Berkshire initiated a new stake in D.R. Horton, valued at under $600,000, and significantly increased its holdings in Alphabet, the parent company of Google. The company raised its stake in Alphabet's Class A shares by 45% and its Class C shares by an impressive 658%. Additionally, Berkshire expanded its position in Delta Air Lines by approximately 44%. This aggressive investment in Alphabet highlights Buffett's acknowledgment of a missed opportunity in the tech giant's early days, recognizing its dominance in digital advertising and search.

Looking ahead, these investments could position Berkshire for substantial growth as the market evolves. The increase in stakes in key companies like Alphabet and Delta reflects a strategy aimed at capitalizing on their market leadership and future potential. Investors will be watching closely to see how these moves affect Berkshire's overall performance in the coming quarters.