Great investors · Warren Buffett
Warren Buffett portfolio · Q2 2026
Warren Buffett, chairman of Berkshire Hathaway. This is the stock portfolio Berkshire Hathaway reported to the SEC (Form 13F) as of Jun 30, 2026, filed on Aug 14, 2026.
The 13F is filed by the firm, not the person: when this page says what Warren Buffett “owns” or “bought”, it means the positions of Berkshire Hathaway as a whole.
Next 13F: Q3 2026 usually filed ~Nov 16, 2026; deadline Nov 16, 2026. See the quarter page →
What stocks does Warren Buffett own?
The largest positions of Berkshire Hathaway in Q2 2026 are AAPL, AXP, GOOGL, KO, BAC.
- 1AppleAAPL22.0%Since Q1 2016 · 42 quartersIt bought in 9 quarters. Quarter-end prices of those quarters per 13F: $23.90 to $164.90.
- 2American ExpressAXP17.1%Since at least Q2 2013 · 53 quartersIt bought in 1 quarter. Quarter-end price of that quarter per 13F: $74.76.
- 3AlphabetGOOGL · GOOGIncreased12.6%Since Q3 2025 · 4 quarters
- 4Coca-ColaKO10.9%Since at least Q2 2013 · 53 quartersIt bought in 1 quarter. Quarter-end price of that quarter per 13F: $40.11.
- 5Bank of AmericaBACReduced9.2%Since Q3 2017 · 36 quartersIt bought in 6 quarters. Quarter-end prices of those quarters per 13F: $24.09 to $29.46.
- 6ChevronCVX4.7%Since Q3 2020 · 24 quartersIt bought in 10 quarters. Quarter-end prices of those quarters per 13F: $72.00 to $162.83.
- 7Occidental PetroleumOXY4.3%Since Q1 2022 · 18 quartersIt bought in 9 quarters. Quarter-end prices of those quarters per 13F: $49.41 to $64.99.
- 8ChubbCB3.9%Since Q3 2023 · 12 quartersIt bought in 6 quarters. Quarter-end prices of those quarters per 13F: $208.18 to $312.12.
- 9Moody'sMCO3.7%Since at least Q2 2013 · 53 quartersIt bought in 1 quarter. Quarter-end price of that quarter per 13F: $60.93.
- 10Kraft HeinzKHC2.6%Since at least Q2 2013 · 53 quartersIt bought in 2 quarters. Quarter-end prices of those quarters per 13F: $55.87 to $70.58.
Where there are two tickers (e.g. GOOGL · GOOG) they are two share classes of the same company and the weight is the sum: that is why there are 26 rows here and the 13F has 29 positions.
“Since”: first quarter of the current run, unbroken until today. Prices are the quarter-end prices of the quarters in which it added shares, per the 13F. The manager may have bought at any price within each quarter; the SEC only publishes the value at quarter end.
What did Warren Buffett buy in Q2 2026?
- IncreasedAlphabetGOOGL12.6% of portfolio
- IncreasedDelta Air LinesDAL+44% shares · 1.8% of portfolio
- IncreasedLennarLEN0.4% of portfolio
- IncreasedMacy'sM+142% shares · 0.1% of portfolio
- IncreasedNew York TimesNYT+3.7% shares · 0.4% of portfolio
- NewD.R. HortonDHIunder 0.1% of portfolio
What did Warren Buffett sell in Q2 2026?
- ReducedBank of AmericaBAC−5.9% shares · 9.2% of portfolio
- ReducedCapital One FinancialCOF−58% shares · 0.2% of portfolio
- ReducedKrogerKR−22% shares · 0.7% of portfolio
- ReducedNucorNUE−52% shares · 0.1% of portfolio
- ReducedDavitaDVA−4.1% shares · 2.1% of portfolio
- Sold outConstellation BrandsSTZwas under 0.1%
- ReducedAlly FinancialALLY−6.9% shares · 0.4% of portfolio
6 positions opened or added to and 7 trimmed or closed, against the previous quarter's 13F. Each is measured the same way across the page: how much the share count changed and its weight in the portfolio today (share classes of the same company added together). The 13F has 15 positions with a change, 3 of them material (0.5 points of the portfolio or more). All full exits are listed, even those that moved less than 0.5 points of the portfolio. Where an increase or cut shows no share change, it adds up two share classes of the same company (e.g. GOOGL and GOOG).
How its portfolio changed (8 quarters)
Q2 2026: 29
Q2 2026: 88%
Q2 2026: 3.9%
Traded turnover: the weight it bought plus the weight it sold in the quarter, divided by two, excluding price moves. The plain “turnover” in the header does include that effect. With a free account: the full history and sectors over time.
Source: SEC 13F filings show the portfolio at quarter end and are filed up to 45 days later: positions may have changed. They only cover U.S.-listed stocks and some others; no short positions or cash. Not investment advice.