Berkshire Boosts Alphabet Stake, Initiates Position in Delta Air Lines, and Exits Amazon
2026-05-16 04:39
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BlockBeats News, May 16th - According to Berkshire Hathaway's first-quarter holdings report (13F) released, Berkshire Hathaway increased its holdings of Alphabet (GOOGL.O), The New York Times, and other stocks in the first quarter, including:

· Increased holdings of Alphabet by over 36 million shares, with the position ratio rising from a previous 2.04% to 5.93%;

· Sold out of Amazon (AMZN.O), Visa (V.N), Mastercard (MA.N), UnitedHealth (UNH.N), among other stocks; reduced holdings of Chevron (CVX.N), Bank of America (BAC.N), among other stocks;

· Initiated a position in Delta Air Lines (DAL.N), buying 39.8 million shares with a holding market value of approximately $2.65 billion;

· Maintained its stake in Apple (AAPL.O) unchanged, ending the previous three consecutive quarters of reductions, with Apple still being the largest holding.

Overall, as of the end of the first quarter, Berkshire Hathaway's holding market value in US stocks was $26.3 billion, down from $27.4 billion in the previous quarter. The company bought about $16 billion in stocks during the quarter, sold about $24 billion, netting sales of about $8.15 billion, with the number of holdings plummeting from 42 to 29, showing a significant increase in concentration.

Sumber: BlockBeats

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