Abel snapped Berkshire's 14-quarter net-selling streak by deploying $20 billion more into equities than he sold and ramping buybacks to $4.5 billion in Q2 2026.
Alphabet surged 224% in Berkshire's portfolio in a single quarter to claim the 5th-largest spot, anchored by a $10 billion AI infrastructure investment.
Apple's portfolio share collapsed from over 50% at its peak to just 20%, while Bank of America was trimmed nearly in half since mid-2024.
It sounds nuts, but SoFi1 is giving new Active Invest users up to $3,000 in stock for a limited time, and all it takes is a $50 deposit to get started.2 See for yourself (Sponsor)
The stock market in 2026 has rewarded patience less than usual. The S&P 500 is up 13% on the year, and momentum names have led the charge while cash-heavy value investors sat on the sidelines wondering when the next fat pitch would arrive.
#quarter #abel #alphabet
Alphabet surged 224% in Berkshire's portfolio in a single quarter to claim the 5th-largest spot, anchored by a $10 billion AI infrastructure investment.
Apple's portfolio share collapsed from over 50% at its peak to just 20%, while Bank of America was trimmed nearly in half since mid-2024.
It sounds nuts, but SoFi1 is giving new Active Invest users up to $3,000 in stock for a limited time, and all it takes is a $50 deposit to get started.2 See for yourself (Sponsor)
The stock market in 2026 has rewarded patience less than usual. The S&P 500 is up 13% on the year, and momentum names have led the charge while cash-heavy value investors sat on the sidelines wondering when the next fat pitch would arrive.
#quarter #abel #alphabet
1 day ago
