gregabel

⚡️ UPDATE: Berkshire CEO Greg Abel just made a major move in Q2, investing a net $19.8 BILLION in stocks and ending Warren Buffett’s three-year selling streak.

Berkshire bought $21B worth of listed companies, including a reported $10B in Alphabet, while also repurchasing $4.5B of its own shares.

Full holdings are expected to be disclosed this month, according to the FT. 👀

#BerkshireHathaway #WarrenBuffett #GregAbel #Stocks #Investing

Greg Abel just deployed $21 billion into stocks in a single quarter. The largest net buying spree Berkshire Hathaway has made in years. Warren Buffett spent three years selling. His successor just reversed the entire posture.
$10 billion into Alphabet alone.
$4.5 billion in Berkshire buybacks.
$21 billion in total purchases.
Net deployed after sales: $19.8 billion.
Buffett spent the last three years building the largest cash pile in Berkshire's history while selling Apple, Bank of America, and dozens of other positions. The message from Omaha was consistent and unmistakable. Stocks are too expensive. Cash is safer. Wait for better prices.
Greg Abel just took the keys and immediately did the opposite.
This is one of the most significant leadership transition signals in corporate history. Not because of the dollar amount. Because of what it says about the new philosophy at the helm of the most watched investment company on earth.
Abel is not Buffett. He is not waiting. He is buying. Aggressively. In size. In a market sitting at 238% of GDP on the Buffett Indicator that Buffett himself helped popularize as a valuation warning.
The $10 billion Alphabet bet is particularly telling. Alphabet is AI infrastructure. Google Cloud. DeepMind. YouTube. The company positioned directly in the path of every trend driving the next decade of computing.
Abel did not buy a railroad or an insurance company.
He bought the AI economy.
Berkshire just told the market that the three year defensive posture is over. The largest net buy in years is the clearest possible signal that the new leadership sees opportunity where the old leadership saw overvaluation.
Buffett built the cash. Abel just started spending it.
#Berkshire #GregAbel #WarrenBuffett #Alphabet #Investing

📊 After a three-year pause, #BerkshireHathaway invested $20 billion into stocks. The new CEO used the Buffett “cushion” 💲💰💸

In Q2 2026, Berkshire Hathaway invested net $19.8 billion into the equity market. The new CEO of the company, Greg Abel, who replaced Warren Buffett earlier this year, has started actively using the cash reserves accumulated by Berkshire, FT reports.

1️⃣ Overall, Berkshire spent $23 billion to buy shares of public companies in April–June. Among the largest investments is about $10 billion in Alphabet shares.

2️⃣ The company also spent $4.5 billion on repurchasing its own shares. At the same time, Berkshire sold shares of other companies for only $3.7 billion—its smallest volume of sales since 2022.

3️⃣ In the quarter, Berkshire’s cash reserves fell by roughly $15 billion—to about $366 billion. The figure is adjusted for the value of U.S. government bonds the company purchased but has not yet paid for.

4️⃣ Abel’s activity contrasts with Buffett’s strategy. Over more than three years, Berkshire reduced its stock portfolio by $324 billion and built up cash. Investors viewed the large reserves as a signal that Buffett expected a market downturn.

#GregAbel #alphabet #baffet #StockMarketTrends

#BerkshireHeavilyIncreasesAlphabetStake
Greg Abel’s first full quarter as CEO of Berkshire Hathaway just dropped — and the 13F shows clear signs of a new hand on the wheel.

Key moves in Q1 2026:

• Massive increase in Alphabet ($GOOGL ): +204%
• New stake in Delta Air Lines ($DAL)
• New position in Macy’s ($M)
• Significant adds in New York Times ($NYT) and Lennar ($LEN)

At the same time, Berkshire fully exited:
- Visa ($V)
- Mastercard ($MA)
- Amazon ($AMZN)
- UnitedHealth ($UNH)
and several others.

What do you think?
#BerkshireHathaway #BRK #GregAbel #13F #Investing

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*🚨 Berkshire Hathaway just pulled off its biggest portfolio shake-up in years*

Under Greg Abel, Berkshire repositioned hard in early 2026:

*What they bought:*
- Multi-billion dollar return to airlines with *Delta Air Lines*
- Massive increase in *Alphabet* → stake now ∼$16B+
- Expanded *The New York Times* position
- New stake in *Macy’s*

*What they cut/sold:*
- Trimmed or exited *Amazon, Visa, Mastercard, UnitedHealth Group*

The signal is clear: Abel is reshaping the playbook post-Buffett. More cyclical bets, less Big Tech payments exposure.

Wall Street’s watching to see if this becomes Berkshire’s new long-term blueprint.

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#BerkshireHathaway #GregAbel #stocks #Investing

Berkshire Hathaway’s Portfolio Shift Signals Possible Exit from Bank of America

A new chapter has begun at Berkshire Hathaway following the leadership transition from Warren Buffett to Greg Abel. As Abel takes charge of the company’s vast investment portfolio, early signals suggest a strategic shift may already be underway.
One of the most notable developments is the continued reduction of Berkshire’s long-standing stake in Bank of America. Once the firm’s second-largest holding, the position has been cut by nearly half since mid-2024, with consistent selling across multiple quarters. This pattern indicates that the stock may no longer be viewed as a core, long-term investment.
Further reinforcing this outlook, Bank of America was absent from the list of “indefinite” or long-term compound holdings highlighted in shareholder communications by both Buffett and Abel. Instead, emphasis has shifted toward companies like Apple and Moody's, reflecting a refined focus on durable growth and value creation.
Valuation also appears to be a key factor. Unlike its earlier appeal during the post-financial crisis period, Bank of America now trades at a premium to its book value, making it less attractive to a disciplined value investor. In a market environment where pricing matters more than ever, this shift could play a decisive role in portfolio rebalancing decisions.
Overall, the evolving strategy under Greg Abel suggests continuity in value investing principles, but with a willingness to reposition legacy holdings in response to changing market dynamics. Investors will be watching closely to see how Berkshire’s portfolio continues to evolve in this new era.

#BerkshireHathaway #WarrenBuffett #GregAbel #StockMarket #ValueInvesting

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Is Warren Buffett’s Legacy a Trap for His Successor? 📉

The sign at Berkshire’s annual meeting read “The Legacy Continues.” But as Greg Abel takes the wheel, he’s inheriting a $1.4 trillion machine that might be built for a bygone era.

Buffett’s aversion to tech was genius in 2000—it saved him from the dot-com crash. But in 2026? It looks like a fatal error.

While the market is being powered by AI giants growing at 20-30% a year, Berkshire is anchored in Coca-Cola, Chevron, and Bank of America—companies expected to grow at a sluggish 5%.

The problem isn’t just philosophy; it’s math. Berkshire is simply too big to buy the high-growth tech stocks that could move the needle. Abel is stuck. He can either betray Buffett’s "no tech" rule, or bet the farm that "old economy" stocks can outrun the AI revolution.

As the article puts it: “A bold wager, indeed.”

The next decade at Berkshire won’t be about patience. It’ll be about survival.

#WarrenBuffett #BerkshireHathaway #GregAbel #Investing #AI

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