Great investors · Warren Buffett · Q1 2026
What Warren Buffett bought and sold in Q1 2026
Berkshire Hathaway 13F portfolio as of Mar 31, 2026: 29 positions worth $263 bn. Largest: AAPL, AXP, KO, BAC. Filed with the SEC on May 15, 2026.
The 13F is filed by Berkshire Hathaway, not by Warren Buffett personally: these are the whole firm's positions. A “position” is a distinct security in the filing (by CUSIP); share classes of the same company are shown added together.
Buys in Q1 2026
- IncreasedAlphabetGOOGL+3.8 pp
- NewDelta Air LinesDAL+1.0 pp
Sells in Q1 2026
- ReducedChevronCVX−3.5 pp
- Sold outVisaV−1.1 pp
- Sold outMastercardMA−0.8 pp
- ReducedConstellation BrandsSTZ−0.7 pp
- Sold outUnitedHealth GroupUNH−0.6 pp
- Sold outDomino’s PizzaDPZ−0.5 pp
8 companies with material moves, out of 28 positions with a change. Only moves of 0.5 points of the portfolio or more are listed, measured as “traded weight” (what was bought or sold, excluding price effects). Smaller changes exist and are not listed: a position may have gone up or down without appearing above.
The full 13F, line by line
Berkshire Hathaway's Q1 2026 13F lists 29 lines of US-listed securities worth $263 bn; the largest is AAPL at 22.0% of the portfolio. It was accepted by the SEC on May 15, 2026 at 4:06 PM ET.
Against the previous quarter, it opened 3 positions (DAL, GOOG and M), closed 16 (V, MA, UNH and DPZ and 12 more), added to 4 (GOOGL, NYT, LEN and LEN/B) and trimmed 5 (CVX, NUE, DVA and STZ and 1 more). 17 lines show the same number of shares.
| # | Company | Shares | Value | Weight | Change in shares |
|---|---|---|---|---|---|
| 1 | Apple AAPL | 227.9 M | $57.8 bn | 22.0% | no change |
| 2 | American Express AXP | 151.6 M | $45.9 bn | 17.4% | no change |
| 3 | Coca-Cola KO | 400.0 M | $30.4 bn | 11.6% | no change |
| 4 | Bank of America BAC | 513.6 M | $25.0 bn | 9.52% | no change |
| 5 | Chevron CVX | 84.4 M | $17.5 bn | 6.64% | −35% |
| 6 | Occidental Petroleum OXY | 264.9 M | $17.2 bn | 6.55% | no change |
| 7 | Alphabet GOOGL | 54.2 M | $15.6 bn | 5.93% | +204% |
| 8 | Chubb CB | 34.2 M | $11.2 bn | 4.24% | no change |
| 9 | Moody's MCO | 24.7 M | $10.8 bn | 4.09% | no change |
| 10 | Kraft Heinz KHC | 325.6 M | $7.3 bn | 2.78% | no change |
| 11 | Davita DVA | 30.1 M | $4.6 bn | 1.76% | −5.2% |
| 12 | Kroger KR | 50.0 M | $3.6 bn | 1.38% | no change |
| 13 | Sirius XM Holdings SIRI | 124.8 M | $2.9 bn | 1.09% | no change |
| 14 | Delta Air Lines DAL | 39.8 M | $2.6 bn | 1.01% | new |
| 15 | Verisign VRSN | 9.0 M | $2.2 bn | 0.85% | no change |
| 16 | Capital One Financial COF | 7.2 M | $1.3 bn | 0.50% | no change |
| 17 | New York Times NYT | 15.1 M | $1.3 bn | 0.48% | +199% |
| 18 | Ally Financial ALLY | 29.0 M | $1.1 bn | 0.43% | no change |
| 19 | Alphabet GOOG | 3.6 M | $1.0 bn | 0.39% | new |
| 20 | Liberty Live Holdings LLYVK | 10.6 M | $996M | 0.38% | −3% |
| 21 | Lennar LEN | 10.1 M | $877M | 0.33% | +43% |
| 22 | Nucor NUE | 3.9 M | $661M | 0.25% | −39% |
| 23 | Liberty Live Holdings LLYVA | 5.0 M | $457M | 0.17% | no change |
| 24 | Louisiana-pacific LPX | 5.7 M | $412M | 0.16% | no change |
| 25 | Constellation Brands STZ | 632,890 | $94.9M | 0.04% | −95% |
| 26 | NVR NVR | 11,112 | $73.2M | 0.03% | no change |
| 27 | Macy's M | 3.0 M | $55.0M | 0.02% | new |
| 28 | Lennar LEN/B | 237,703 | $20.0M | 0.01% | +31% |
| 29 | Jefferies Financial Group JEF | 433,558 | $17.9M | 0.01% | no change |
Positions it closed (16)
- Visa Vwas 1.06% · 8.3 M shares
- Mastercard MAwas 0.83% · 4.0 M shares
- UnitedHealth Group UNHwas 0.61% · 5.0 M shares
- Domino’s Pizza DPZwas 0.51% · 3.4 M shares
- Aon AONwas 0.46% · 3.6 M shares
- POOL POOLwas 0.26% · 3.1 M shares
- Amazon.com AMZNwas 0.19% · 2.3 M shares
- Heico HEI/Awas 0.12% · 1.3 M shares
- Liberty Media FWONKwas 0.11% · 3.0 M shares
- Charter Communications CHTRwas 0.08% · 1.1 M shares
- Lamar Advertising LAMRwas 0.06% · 1.2 M shares
- Allegion ALLEwas 0.05% · 780,133 shares
- Diageo DEOwas 0.01% · 227,750 shares
- Liberty Latin America LILAwas 0.01% · 2.4 M shares
- Liberty Latin America LILAKwas 0.00% · 1.3 M shares
- Atlanta Braves Holdings BATRKwas 0.00% · 115,428 shares
One row per line of the filing (by CUSIP): share classes of the same company are listed separately here. “Change in shares” compares the count with the previous quarter, split-adjusted; the value is the one reported in the 13F at quarter end, not today's price.
Original documents: Berkshire Hathaway's 13F filings on EDGAR (SEC) ↗
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Source: 13F filings with the SEC. A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions. Not investment advice.