Warren Buffett’s Berkshire Hathaway Just More Than Tripled Its Stake in Alphabet

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Rich Duprey

Sun, May 17, 2026 astatine 11:16 AM CDT 5 min read

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Berkshire Hathaway (BRK-B) tripled its involvement successful Alphabet (GOOGL) to $16.6 cardinal during Q1 portion holding $397.6 cardinal successful currency and eliminating positions successful 16 stocks including UnitedHealth and Visa. Alphabet generated $64.4 cardinal successful escaped currency travel implicit the past 12 months and saw Google Cloud gross emergence 63% year-over-year with operating income from unreality tripling to $6.6 billion.
Berkshire’s enactment is preparing for economical slowdown by hoarding currency and cutting cyclical holdings, yet chose to massively summation its Alphabet presumption due to the fact that the institution combines AI enactment with an already profitable, cash-generating advertizing concern that tin prolong maturation adjacent during recession.
The expert who called NVIDIA successful 2010 conscionable named his apical 10 stocks and Google wasn't 1 of them. Get them present FREE.

Cash is abruptly king again connected Wall Street. With recession fears lingering, involvement rates inactive elevated, and consumers showing signs of fatigue, firm America has been preparing for rougher upwind ahead. Few companies person prepared much aggressively than Berkshire Hathaway (NYSE:BRK-A)(NYSE:BRK-B). The conglomerate ended the archetypal 4th sitting connected a staggering $397.6 cardinal currency pile, according to its latest net merchandise and SEC filings.

That raises the evident question: If Berkshire is unloading stocks astir everyplace else, wherefore is it buying much of Alphabet (NASDAQ:GOOG)(NASDAQ:GOOGL)? And not conscionable a small more, either. Berkshire much than tripled its involvement successful Alphabet during the archetypal 4th portion simultaneously slashing vulnerability to sectors that often conflict during economical slowdowns.

Here is what the numbers amusement us.

The expert who called NVIDIA successful 2010 conscionable named his apical 10 stocks and Google wasn't 1 of them. Get them present FREE.

Berkshire's Portfolio Purge Sends a Message

Berkshire's latest 13-F filing with the SEC looked little similar regular portfolio absorption and much similar outpouring cleaning with a flamethrower.

Under the caller enactment of Greg Abel, Berkshire eliminated positions successful 16 stocks altogether, including UnitedHealth Group (NYSE:UNH), Visa (NYSE:V), MasterCard (NYSE:MA), Domino's (NYSE:DPZ), Diageo (NYSE:DEO), and what was near of its Amazon (NASDAQ:AMZN) stake.

Meanwhile, Berkshire continued trimming respective longtime holdings tied intimately to economical activity, including Constellation Brands (NYSE:STZ) by 95%, Bank of America (NYSE:BAC), Chevron (NYSE:CVX), and Nucor (NYSE:NUE).

Regardless of however you look astatine it, this was 1 of the largest portfolio purges Berkshire has made successful years. Surprisingly, though, Abel wasn't simply hoarding currency nether the firm mattress.

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