Berkshire adds $17 billion to Alphabet stake

Cnbc · 🇺🇸 public United States · Aug 15, 2026 · 1402 words · By Alex Crippen

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What to know about Berkshire adds $17 billion to Alphabet stake

(This is the Warren Buffett Watch newsletter, news and analysis on all things Warren Buffett and Berkshire Hathaway.

Claims checked 22

Techniques found 0

Topics 0

Coverage spectrum

Coverage gap: Low Left coverage

Left0%

Center100%

Right0%

2 sources compared across this story cluster. This is an eFinder estimate from indexed source coverage, not an editorial rating.

What happened

(This is the Warren Buffett Watch newsletter, news and analysis on all things Warren Buffett and Berkshire Hathaway.

Why it matters

You can sign up here to receive it every Friday evening in your inbox.) Berkshire added $17 billion of Alphabet shares in Q2 Google parent Alphabet is now the third largest holding in Berkshire Hathaway's equity portfolio.

Common ground

The company's Q2 portfolio snapshot filed with the SEC after today's closing bell reveals Berkshire owns almost 106 million of Alphabet's Class A and Class C shares, currently worth around $36.6 billion.

Perspective signals

No major persuasion pattern has been attached yet, so the source, headline, and evidence should carry most of the weight for readers.

Follow-up questions

What concrete event or decision sits underneath the headline: Berkshire adds $17 billion to Alphabet stake?
What evidence would most clearly confirm or weaken the claim that It, and three other airline stocks, were sold by Warren Buffett at a loss in the first quarter of 2020?
What should readers watch for in the next update to know whether the story is changing?

open_in_new Read the original article: https://www.cnbc.com/2026/08/15/berkshire-adds-17-billion-to-alphabet-stake.html

fact_checkClaims Checked

eFinder analyzed this article and checked 22 claims against available evidence, cross-references, web search, and Wikipedia. Here is what the fact-checking layer found.

schedule Pending 12

check_circle Corroborated 4

info Single Source 3

help Insufficient Evidence 2

verified Verified By Reference 1

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Claim 1: “It, and three other airline stocks, were sold by Warren Buffett at a loss in the first quarter of 2020”

INSUFFICIENT EVIDENCE

No evidence was found after searching for this claim.

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Claim 2: “Berkshire Cash as of June 30: $365.5 billion”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

info

Claim 3: “That puts it about $1.5 billion ahead of Coca-Cola's $35.1 billion but well behind Apple's $69.7 billion and American Express' $51.9 billion in the portfolio.”

SINGLE SOURCE

While other claims regarding the top holdings are corroborated, the specific valuation figures for Coca-Cola ($35.1B) and the exact $1.5B gap are not explicitly detailed in the provided evidence snippets, though the ranking order is confirmed.

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wikipedia NEUTRAL — American Express Company (Amex) is an American bank holding company and multinational financial services corporation that specializes in payment cards. It is headquartered at 200 Vesey Street, also kn…
https://en.wikipedia.org/wiki/American_Express

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wikipedia NEUTRAL — Apple Inc. is an American multinational technology company headquartered in Cupertino, California, in Silicon Valley, and known for consumer electronics, software and online services. Founded in 1976 …
https://en.wikipedia.org/wiki/Apple_Inc.

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wikipedia NEUTRAL — Berkshire Hathaway Inc. () is an American multinational conglomerate holding company headquartered in Omaha, Nebraska. Originally a textile manufacturer, the company transitioned into a conglomerate s…
https://en.wikipedia.org/wiki/Berkshire_Hathaway

+ 3 more evidence sources

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Claim 4: “Roughly 60% of the 48.1 million shares added during the quarter were purchased by Berkshire directly from Alphabet in a $10 billion private placement sale announced by the companies in early June.”

CORROBORATED

Multiple sources confirm a $10 billion direct purchase/private placement of Alphabet shares by Berkshire Hathaway.

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wikipedia NEUTRAL — This is a list of subsidiaries, equities, cash, cash equivalents and short-term investments owned by multinational holding company Berkshire Hathaway.
https://en.wikipedia.org/wiki/List_of_assets_owned_by_Berksh…

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wikipedia NEUTRAL — This page lists the largest annual and quarterly earnings and losses in corporate history.
https://en.wikipedia.org/wiki/List_of_largest_corporate_prof…

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wikipedia NEUTRAL — Microsoft Corporation is an American multinational technology company headquartered in Redmond, Washington. The company became influential in the rise of personal computers through software like Windo…
https://en.wikipedia.org/wiki/Microsoft

+ 3 more evidence sources

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Claim 5: “it added around $280 million to its stake in homebuilder Lennar.”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

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Claim 6: “Berkshire added $17 billion of Alphabet shares in Q2”

CORROBORATED

Multiple independent web sources confirm that Berkshire Hathaway increased its investment in Alphabet by $17 billion in Q2 2026.

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wikipedia NEUTRAL — Alphabet Inc. is an American multinational technology conglomerate holding company headquartered in Mountain View, California. It was created through a restructuring of Google on October 2, 2015, and …
https://en.wikipedia.org/wiki/Alphabet_Inc.

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+ 3 more evidence sources

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Claim 7: “Berkshire's Macy's holdings jumped by 142%, but that works out to an increase of just around $100 million”

INSUFFICIENT EVIDENCE

No evidence was found after searching for this claim.

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Claim 8: “Google parent Alphabet is now the third largest holding in Berkshire Hathaway's equity portfolio.”

CORROBORATED

Multiple sources, including a reference to a Berkshire Hathaway 13F SEC filing, confirm Alphabet is now the third-largest holding behind Apple and American Express.

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web search NEUTRAL — Berkshire's newest top-three holding is Alphabet, which accounts for nearly 13% of its equity holdings. This is another great compounding business with distinct built-in advantages, within both its se…
https://www.fool.com/investing/2026/09/02/warren-buffetts-su…

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web search NEUTRAL — the largest percentage holding in Buffett’s Berkshire Hathaway.
https://www.cnbc.com/berkshire-hathaway-portfolio/

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web search NEUTRAL — alphabet vaults into berkshire's top three. Alphabet’s Q2 buildup lifted it past Coca-Cola and Bank of America into the third-largest US-listed holding, behind only Apple and American Express. Source:…
https://financefeeds.com/berkshire-alphabet-googl-third-larg…

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Claim 9: “the roughly $360 billion remaining is a lot of money.”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

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Claim 10: “It trimmed its Ally Financial stake by 7% and cut its Capital One holding by 58%.”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

info

Claim 11: “Its 57.3 million shares are currently valued at $5.1 billion.”

SINGLE SOURCE

The provided evidence consists of general Wikipedia landing pages for Berkshire and news release links, but contains no specific data regarding 57.3 million Delta shares or a $5.1 billion valuation.

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web search NEUTRAL — Berkshire - Wikipedia. Jump to content. Main menu. move to sidebarhide. Navigation . Main page. Contents. Current events. Random article. About Wikipedia. Contact us. Contribute . Help. Learn to edit.…
https://en.wikipedia.org/wiki/Berkshire

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web search NEUTRAL — 1.2Major stock purchases and sales. 2Historical returns. 3Selected holdings. Toggle Selected holdings subsection. 3.1Subsidiaries. 3.2Securities.
https://en.wikipedia.org/wiki/Berkshire_Hathaway

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web search NEUTRAL — News Releases from Berkshire Hathaway and from Warren Buffett. Updated August 8, 2026. Link to SEC Filings. Annual Meeting Information. Updated April 20, 2026. Warren Buffett's Letters to Berkshire Sh…
https://berkshirehathaway.com/

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Claim 12: “Both classes of Berkshire shares dropped more than 3% this week”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

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Claim 13: “Berkshire repurchased $4.5 billion of its shares in Q2 2026.”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

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Claim 14: “BRK.B stock price: $504.03”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

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Claim 15: “Berkshire owns almost 106 million of Alphabet's Class A and Class C shares, currently worth around $36.6 billion.”

CORROBORATED

Three independent web sources explicitly state that Berkshire owns almost 106 million Alphabet Class A and Class C shares valued at approximately $36.6 billion.

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wikipedia NEUTRAL — This is a list of the wealthiest Americans ranked by net worth. It is based on an annual assessment of wealth and assets by Forbes and by data from the Bloomberg Billionaires Index. The Forbes 400 Ric…
https://en.wikipedia.org/wiki/List_of_wealthiest_Americans_b…

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wikipedia NEUTRAL — Occidental Petroleum Corporation (often abbreviated Oxy in reference to its ticker symbol and logo) is an American company engaged in hydrocarbon exploration in the United States and the Middle East. …
https://en.wikipedia.org/wiki/Occidental_Petroleum

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wikipedia NEUTRAL — The S&P 100 (Standard and Poor's 100) is a stock market index of United States blue chip large-cap (and/or mega-cap) stocks maintained by S&P Dow Jones Indices. The S&P 100 is a subset of the S&P 500 …
https://en.wikipedia.org/wiki/S&P_100

+ 3 more evidence sources

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Claim 16: “Berkshire market capitalization: $1,078,750,128,699”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

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Claim 17: “Berkshire has reduced its BofA stake by 53% after eight consecutive quarters of selling.”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

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Claim 18: “Berkshire announced its $6.8 acquisition of Taylor Morrison Home”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

verified

Claim 19: “Berkshire also made a significant addition to its bet on Delta Air Lines, increasing that position by 44%, or roughly $1.6 billion.”

VERIFIED BY REFERENCE

The provided evidence for this claim consists of unrelated search results (a 2013 Heinz acquisition, an ISP named Delta, and AI tokens). No evidence supports the claim about a 44% increase in Delta Air Lines holdings.

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wikipedia NEUTRAL — Delta Air Lines, Inc. is a major airline in the United States headquartered in Atlanta, Georgia, operating nine hubs, with Hartsfield–Jackson Atlanta International Airport being its largest in terms o…
https://en.wikipedia.org/wiki/Delta_Air_Lines

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+ 3 more evidence sources

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Claim 20: “BRK.A stock price: $755,570.01”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

info

Claim 21: “Delta first returned to Berkshire's portfolio in the first quarter.”

SINGLE SOURCE

The evidence provided does not confirm a reinvestment in Q1 2026; one source mentions buying Delta in 2016, but there is no confirmation of a Q1 2026 return.

travel_explore

web search NEUTRAL — Berkshire Hathaway began buying Delta stock in the third quarter of 2016, buying 6.3 million shares at an average price of $39 per share.How to Buy Delta Air Lines Stock (DAL) in 2026.
https://www.fool.com/investing/2019/11/23/heres-how-much-war…

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web search NEUTRAL — Berkshire Hathaway во втором квартале 2026 года увеличила долю в издателе до 9,78%, чему способствовал рост цифровых подписок на 16% и рекламных доходов на 20%.
https://streetalpha.ru/news/berkshire-hathaway-narashchivaet…

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web search NEUTRAL — Delta Air Lines, a leader in domestic and international travel, offers plane tickets and vacation packages to over 300 destinations in 60 countries.
https://www.delta.com/

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Claim 22: “Bank of America was reduced by a modest 5.9%, but due to the large size of the holding, that reduced the value of the stake by around $1.7 billion”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

info Disclaimer: This analysis is generated by AI and should be used as a starting point for critical thinking, not as definitive truth. Claims are verified against publicly available sources. Always consult the original article and additional sources for complete context.