Berkshire Hathaway (BRK.A) (BRK.B) has been a net seller of stocks for 14 consecutive quarters, including Q1 2026, which was the first quarter under CEO Greg Abel, who took over the baton from the legendary Warren Buffett earlier this year.
Abel has, however, been on a check-writing spree in Q2. The company has announced a deal to acquire Taylor Morrison Homes Corp (TMHC) for $6.8 billion and bought $10 billion worth of Alphabet (GOOG) (GOOGL) shares in a private placement. After that investment, Alphabet is now among Berkshire’s top five holdings alongside Apple (AAPL), American Express (AXP), Coca-Cola (KO), and Bank of America (BAC).