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Berkshire Hathaway Lifts Alphabet Stake to 5.93% as Q1 Net Sales Reach $8.15 Billion

According to Berkshire Hathaway’s Q1 13F filing, the firm was a net seller overall while increasing Alphabet and reporting portfolio changes that included new stakes in Macy’s and Delta Air Lines and exits from Amazon, UnitedHealth, and Domino’s Pizza.

Fact Check
The claim is directly and fully corroborated by the primary authoritative source: Berkshire Hathaway's official SEC 13F-HR filing (Accession 0001193125-26-226661, filed 2026-05-15, period ending 2026-03-31). The holdings table confirms new positions in Alphabet Inc (Class A: 48,229,798 shares; Class C: 3,585,215 shares), Delta Air Lines Inc (39,809,456 shares), and Macy's Inc (3,038,355 shares). Amazon, UnitedHealth, and Domino's Pizza are entirely absent from the Q1 2026 filing, whereas the Kiplinger source confirms UnitedHealth and Domino's Pizza were held as of Q4 2025 (filed 2026-02-17), establishing that these were full exits during Q1 2026. The @KobeissiLetter X post accurately summarizes the SEC disclosure. There is no conflicting evidence.
Summary

Berkshire Hathaway’s first-quarter 13F filing showed net stock sales of about $8.15 billion, with roughly $16 billion in purchases and about $24 billion in sales. The filing said Berkshire added more than 36 million Alphabet shares, lifting its stake to 5.93%, while also reporting new positions in Macy’s and Delta Air Lines. The update further stated that Berkshire fully exited Amazon, UnitedHealth, and Domino’s Pizza. Berkshire’s U.S. equity portfolio value fell to $26.3 billion from $27.4 billion, and the number of positions declined from 42 to 29.

Terms & Concepts
  • 13F: A quarterly regulatory filing that discloses certain investment holdings and transactions by large institutional investors.
  • Position: An ownership stake in a stock or other asset held in an investment portfolio.
  • Net seller: A market participant that sells more assets than it buys over a given period.