Berkshire's continued Apple sales suggest a deliberate reduction of its largest equity position, potentially for tax or capital allocation reasons. Traders should monitor for further Apple sales in Q2 2026 filings, which could signal a broader shift away from mega-cap tech. No new positions or sector rotations were initiated, indicating a defensive, wait-and-see posture.
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Executive Summary
Berkshire Hathaway's Q1 2026 13F shows a portfolio valued at approximately $263.1 billion, with no new positions or significant changes from the prior quarter. The filing reflects a stable, long-term-oriented portfolio concentrated in Apple, Bank of America, American Express, Coca-Cola, and Chevron. The only notable activity is a continued reduction in Apple holdings, which aligns with the selling trend observed in recent quarters.
Key Facts
- Portfolio value as of March 31, 2026: approximately $263.1 billion.
- Top holdings remain Apple (~$40.7B), Bank of America (~$15.2B), American Express (~$45.1B), Coca-Cola (~$21.5B), and Chevron (~$12.1B).
- No new positions were initiated during the quarter.
- Apple holdings were reduced by approximately 67% from the prior quarter, continuing a multi-quarter selling trend.
- No significant increases (>20%) in any existing positions were identified.
- No positions were fully closed during the quarter.
- The portfolio remains heavily weighted toward financials (American Express, Bank of America) and consumer staples (Coca-Cola).
Financial Impact
No material financial impact from portfolio changes; the Apple reduction is notable but consistent with prior quarters.
Risk Factors
- Continued Apple selling may pressure the stock if other large holders follow suit.
- Lack of new positions could signal limited attractive opportunities in the current market environment.
- Concentration in financials and consumer staples exposes the portfolio to sector-specific downturns.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 13F-HR Filing (Primary) | 0001193125-26-226661 |
| Document: 0001193125-26-226661-index.html | 0001193125-26-226661 |
| Document: 0001193125-26-226661.txt | 0001193125-26-226661 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 15, 2026 11d ago | Institutional Cluster | $789,486.00 $820,500.00 | ▲ +3.93% | ▲ +4.94% | $821,931.00 (+4.11%) |
May 15, 2026 23w ago | 13F-HR | $730,000.00 $724,500.00 | ▼ −0.75% | ▼ −2.37% | $821,931.00 (+12.59%) |
Apr 14, 2026 27w ago | 424B5 | $716,783.00 $703,700.00 | ▼ −1.83% | ▼ −3.22% | $821,931.00 (+14.67%) |
Apr 1, 2026 29w ago | 424B5 | $716,300.00 $720,003.00 | ▲ +0.52% | ▼ −3.10% | $821,931.00 (+14.75%) |
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