Great investors · Warren Buffett · Q2 2026
What Warren Buffett bought and sold in Q2 2026
Berkshire Hathaway 13F portfolio as of Jun 30, 2026: 29 positions worth $299 bn. Largest: AAPL, AXP, GOOGL, KO. Filed with the SEC on Aug 14, 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 Q2 2026
- IncreasedAlphabetGOOGL+5.7 pp
- IncreasedDelta Air LinesDAL+0.5 pp
Sells in Q2 2026
- ReducedBank of AmericaBAC−0.6 pp
4 companies with material moves, out of 15 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 Q2 2026 13F lists 29 lines of US-listed securities worth $299 bn; the largest is AAPL at 22.0% of the portfolio. It was accepted by the SEC on Aug 14, 2026 at 4:05 PM ET.
Against the previous quarter, it opened 1 position (DHI), closed 1 (STZ), added to 7 (GOOG, GOOGL, DAL and LEN and 3 more) and trimmed 6 (BAC, KR, COF and DVA and 2 more). 15 lines show the same number of shares.
| # | Company | Shares | Value | Weight | Change in shares |
|---|---|---|---|---|---|
| 1 | Apple AAPL | 227.9 M | $66.0 bn | 22.0% | no change |
| 2 | American Express AXP | 151.6 M | $51.3 bn | 17.1% | no change |
| 3 | Coca-Cola KO | 400.0 M | $32.5 bn | 10.9% | no change |
| 4 | Alphabet GOOGL | 78.8 M | $28.2 bn | 9.41% | +45% |
| 5 | Bank of America BAC | 483.4 M | $27.5 bn | 9.20% | −5.9% |
| 6 | Chevron CVX | 84.4 M | $14.0 bn | 4.67% | no change |
| 7 | Occidental Petroleum OXY | 264.9 M | $12.9 bn | 4.30% | no change |
| 8 | Chubb CB | 34.2 M | $11.7 bn | 3.90% | no change |
| 9 | Moody's MCO | 24.7 M | $11.2 bn | 3.73% | no change |
| 10 | Alphabet GOOG | 27.2 M | $9.6 bn | 3.21% | +658% |
| 11 | Kraft Heinz KHC | 325.6 M | $7.7 bn | 2.57% | no change |
| 12 | Davita DVA | 28.9 M | $6.4 bn | 2.15% | −4.1% |
| 13 | Delta Air Lines DAL | 57.3 M | $5.4 bn | 1.79% | +44% |
| 14 | Sirius XM Holdings SIRI | 124.8 M | $3.7 bn | 1.23% | no change |
| 15 | Verisign VRSN | 9.0 M | $2.3 bn | 0.76% | no change |
| 16 | Kroger KR | 39.0 M | $2.2 bn | 0.72% | −22% |
| 17 | Ally Financial ALLY | 27.0 M | $1.2 bn | 0.41% | −6.9% |
| 18 | Lennar LEN | 13.1 M | $1.2 bn | 0.40% | +30% |
| 19 | Liberty Live Holdings LLYVK | 10.6 M | $1.1 bn | 0.37% | no change |
| 20 | New York Times NYT | 15.7 M | $1.1 bn | 0.37% | +3.7% |
| 21 | Capital One Financial COF | 3.0 M | $602M | 0.20% | −58% |
| 22 | Liberty Live Holdings LLYVA | 5.0 M | $505M | 0.17% | no change |
| 23 | Louisiana-pacific LPX | 5.7 M | $446M | 0.15% | no change |
| 24 | Nucor NUE | 1.9 M | $414M | 0.14% | −52% |
| 25 | Macy's M | 7.3 M | $173M | 0.06% | +142% |
| 26 | NVR NVR | 11,112 | $75.7M | 0.03% | no change |
| 27 | Lennar LEN/B | 298,117 | $26.4M | 0.01% | +25% |
| 28 | Jefferies Financial Group JEF | 433,558 | $21.7M | 0.01% | no change |
| 29 | D.R. Horton DHI | 3,564 | $581K | 0.00% | new |
Positions it closed (1)
- Constellation Brands STZwas 0.04% · 632,890 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.