Berkshire Hathaway Increases Alphabet (GOOGL) Stake by 83% in Q2 2026
TLDR
- Berkshire raised its Alphabet stake by 83% to 106 million shares worth $37.9 billion
- Alphabet is now Berkshire’s third-largest holding, behind Apple and American Express
- Berkshire bought a net $20 billion in stocks, its largest quarterly outlay since 2022
- Delta Air Lines stake rose 44% to $5.4 billion; Lennar holdings up nearly 30%
- Cash pile dropped from $397 billion to $365 billion as Berkshire deployed more capital
Berkshire Hathaway made its biggest stock-buying move in years during the second quarter of 2026, led by a sharp increase in its Alphabet position. The company now holds about 106 million Alphabet shares worth $37.9 billion, after boosting the stake by 83% in just three months.
The jump came partly from a $10 billion private placement deal struck in early June, where Alphabet sold stock at a discount to fund its AI infrastructure. Berkshire also bought an additional 19.6 million shares on the open market during the quarter.
Alphabet is now Berkshire’s third-largest U.S.-listed equity holding by market value. Only Apple, at around $66 billion, and American Express, at around $51 billion, rank higher.
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