Warren Buffett
Berkshire Hathaway
Led Berkshire Hathaway for six decades and remains the best-known name in value investing. The 13F shows Berkshire's US-listed stock positions.
13F portfolio value
Q2 2026
$299.25B
1-year growth
+16.2%
2-year growth
+6.9%
Positions
29
Top 10 share
88.5%
Quarterly turnover
1.4%
Last filed
Aug 14, 2026
Source: SEC EDGAR · Photo: USA International Trade Administration (Public domain)
Q2 2026: summary
MakklerAI- Berkshire’s 13F portfolio was $299.3B across 29 positions, up from $263.1B and 29 positions in the prior quarter.
- The top 10 holdings made up 88.5% of the portfolio; turnover fell to 1.4% from 5.8% in the prior quarter.
- Berkshire increased GOOGL shares by 45.2% and GOOG by 658.3%; their portfolio weights were 9.4% and 3.2%, respectively.
- BAC shares fell 5.9% to a 9.2% portfolio weight, while STZ was fully exited.
Portfolio value (13F)
$279.97BQ2 2024
$266.38BQ3 2024
$267.18BQ4 2024
$259.81BQ1 2025
$257.52BQ2 2025
$267.33BQ3 2025
$274.16BQ4 2025
$263.10BQ1 2026
$299.25BQ2 2026
| Quarter | Value | Positions | New | Added | Trimmed | Sold | Quarterly turnover |
|---|---|---|---|---|---|---|---|
| Q2 2026 | $299.25B | 29 | 1 | 7 | 6 | 1 | 1.4% |
| Q1 2026 | $263.10B | 29 | 3 | 4 | 6 | 16 | 5.8% |
| Q4 2025 | $274.16B | 42 | 4 | 3 | 9 | 3 | 1.6% |
| Q3 2025 | $267.33B | 41 | 1 | 4 | 5 | 1 | 2.2% |
| Q2 2025 | $257.52B | 41 | 3 | 8 | 6 | 1 | 1.5% |
| Q1 2025 | $259.81B | 39 | 3 | 5 | 5 | 2 | 1.1% |
| Q4 2024 | $267.18B | 38 | 1 | 5 | 8 | 3 | 1.0% |
| Q3 2024 | $266.38B | 40 | 3 | 1 | 6 | 4 | 1.2% |
| Q2 2024 | $279.97B | 41 | — | — | — | — | — |
Weight of the largest positions
The latest quarter's 10 largest positions, with their weights in earlier quarters.
| Stock | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|
| AAPL | 30.1% | 26.2% | 28.1% | 25.6% | 22.3% | 22.7% | 22.6% | 22.0% | 22.0% |
| AXP | 12.5% | 15.4% | 16.8% | 15.7% | 18.8% | 18.8% | 20.5% | 17.4% | 17.1% |
| KO | 9.1% | 10.8% | 9.3% | 11.0% | 11.0% | 9.9% | 10.2% | 11.6% | 10.9% |
| GOOGL | — | — | — | — | — | 1.6% | 2.0% | 5.9% | 9.4% |
| BAC | 14.7% | 11.9% | 11.2% | 10.1% | 11.1% | 11.0% | 10.4% | 9.5% | 9.2% |
| CVX | 6.6% | 6.6% | 6.4% | 7.6% | 6.8% | 7.1% | 7.2% | 6.6% | 4.7% |
| OXY | 5.7% | 4.9% | 4.9% | 5.0% | 4.3% | 4.7% | 4.0% | 6.5% | 4.3% |
| CB | 2.5% | 2.9% | 2.8% | 3.1% | 3.0% | 3.3% | 3.9% | 4.2% | 3.9% |
| MCO | 3.7% | 4.4% | 4.4% | 4.4% | 4.8% | 4.4% | 4.6% | 4.1% | 3.7% |
| GOOG | — | — | — | — | — | — | — | 0.4% | 3.2% |
| KHC | 3.7% | 4.3% | 3.7% | 3.8% | 3.3% | 3.2% | 2.9% | 2.8% | 2.6% |
| DVA | 1.8% | 2.2% | 2.0% | 2.1% | 1.9% | 1.6% | 1.3% | 1.8% | 2.1% |
| DAL | — | — | — | — | — | — | — | 1.0% | 1.8% |
| SIRI | — | 0.9% | 1.0% | 1.0% | 1.1% | 1.1% | 0.9% | 1.1% | 1.2% |
| VRSN | 0.8% | 0.9% | 1.0% | 1.3% | 1.5% | 0.9% | 0.8% | 0.8% | 0.8% |
| KR | 0.9% | 1.1% | 1.1% | 1.3% | 1.4% | 1.3% | 1.1% | 1.4% | 0.7% |
| ALLY | 0.4% | 0.4% | 0.4% | 0.4% | 0.4% | 0.4% | 0.5% | 0.4% | 0.4% |
| LEN | — | — | — | <0.1% | 0.3% | 0.3% | 0.3% | 0.3% | 0.4% |
| LLYVK | — | — | — | — | — | — | 0.3% | 0.4% | 0.4% |
| NYT | — | — | — | — | — | — | 0.1% | 0.5% | 0.4% |
| COF | 0.5% | 0.5% | 0.5% | 0.5% | 0.6% | 0.6% | 0.6% | 0.5% | 0.2% |
| LLYVA | — | — | — | — | — | — | 0.1% | 0.2% | 0.2% |
| LPX | 0.2% | 0.2% | 0.2% | 0.2% | 0.2% | 0.2% | 0.2% | 0.2% | 0.1% |
| NUE | — | — | — | 0.3% | 0.3% | 0.3% | 0.4% | 0.3% | 0.1% |
| M | — | — | — | — | — | — | — | <0.1% | <0.1% |
| NVR | <0.1% | <0.1% | <0.1% | <0.1% | <0.1% | <0.1% | <0.1% | <0.1% | <0.1% |
| LEN-B | <0.1% | <0.1% | <0.1% | <0.1% | <0.1% | <0.1% | <0.1% | <0.1% | <0.1% |
| JEF | <0.1% | <0.1% | <0.1% | <0.1% | <0.1% | <0.1% | <0.1% | <0.1% | <0.1% |
| DHI | — | — | — | <0.1% | <0.1% | — | — | — | <0.1% |
MakklerAI
Ask MakklerAI about Warren Buffett's portfolio
Explore this quarter's moves and where each position stands against its estimated buy price and Makkler Fair Value. Answers are based on the 13F and today's prices.