Berkshire Hathaway Inc
BRK.B
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Warren Buffett’s Berkshire Hathaway Just Did This for the First Time in 15 Quarters. History Offers a Clue About What’s Next, But the Evidence Piling Up Suggests History May Not Repeat Itself.
Berkshire Hathaway became a net buyer of stocks for the first time in 15 quarters during Q2 2026, purchasing nearly $20 billion including a significant boost to its Alphabet position. While history suggests this could precede a market rally similar to 2022, current evidence points otherwise—stocks are now at near dot-com bubble valuations, and economic headwinds from tariffs and geopolitical tensions create uncertainty, suggesting a potential market pullback ahead.
Warren Buffett's Successor, Greg Abel, Has 63% of Berkshire's $360 Billion Portfolio Concentrated in 5 Superstar Stocks
Greg Abel, who took over as Berkshire Hathaway's CEO on December 31, maintains Warren Buffett's investment philosophy of concentrating assets in best ideas. As of August 28, 63% ($226 billion) of Berkshire's $360 billion portfolio is concentrated in five stocks. Tech stocks now comprise over 30% of the portfolio, driven by significant positions in Apple and Alphabet. Abel has tripled Berkshire's Alphabet position and added $17 billion in Q2. Meanwhile, Berkshire has been reducing its Bank of America stake for eight consecutive quarters due to valuation concerns.
What's Wrong With Nike Stock?
Nike, the world's largest athletic apparel company, has seen its stock decline 79% from its all-time high and 35% over the past decade due to management missteps including cutting wholesale partnerships and over-reliance on legacy franchises. This allowed competitors like Hoka and Brooks to gain market share. Under new leadership, Nike is rebuilding wholesale relationships and focusing on innovation, with some positive signs emerging including a 4% wholesale increase in fiscal 2026, though a full turnaround remains uncertain.
Greg Abel Bought $39.4 Billion of Stocks in 6 Months, Up From the $7.1 Billion Berkshire Purchased a Year Earlier Under Warren Buffett
Berkshire Hathaway shifted to net stock buying in Q2 2026 under CEO Greg Abel, purchasing $39.4 billion in equities during the first half of the year compared to $7.1 billion a year earlier. The company's most notable addition was Alphabet, making it the third-largest portfolio position. Despite a frothy market with elevated valuations, Abel is playing offense while managing $365.5 billion in cash and Treasuries awaiting deployment.
Tim Cook's Legacy at Apple Will Be Defined by This Nearly $879 Billion Investment, Not AI
Tim Cook stepped down as Apple CEO on September 1, 2026, handing leadership to John Ternus. While Cook's tenure is often associated with iPhone innovation and Apple Intelligence, his true legacy is defined by nearly $879 billion in share buybacks since 2013. These aggressive repurchases significantly boosted earnings per share and stock performance, with Apple shares rising over 2,700% during his tenure. The buyback program accelerated after 2018 following the Tax Cuts and Jobs Act, and is expected to continue under new leadership.