Berkshire Hathaway buys Delta, increases Alphabet stake

Berkshire Hathaway moved in mid-May 2026, adding Delta Air Lines and increasing its Alphabet stake while trimming Amazon, UnitedHealth, Visa and Mastercard, according to a 13F filing disclosed on 15 May 2026. The filing shows Berkshire adjusted holdings across at least four sell-offs and two additions for the quarter ended 31 March 2026. The changes were filed by the 13F deadline on 15 May 2026 and reflect positions as of 31 March 2026.

Why did Berkshire add Delta and increase Alphabet?

Berkshire added Delta and boosted Alphabet as part of quarterly rebalancing reported on 15 May 2026. The filing lists two net additions: Delta and Alphabet, with changes reported for the quarter ended 31 March 2026.

Warren Buffett’s team has historically bought airline stakes opportunistically; Delta is the only carrier named in this filing. The move increased exposure to travel and large-cap technology within the portfolio by a measurable number of names rather than a large-scale sector shift; two additions were recorded in this report.

Which holdings were reduced and by how many?

Berkshire trimmed positions in Amazon, UnitedHealth, Visa and Mastercard, reducing exposure in four names during the quarter ended 31 March 2026. The 13F report lists those four sell-offs among the more notable reductions in the filing submitted on 15 May 2026.

Those sells lower Berkshire’s reported exposure to consumer tech, healthcare, and payments. The reductions do not reveal intraday trades or options activity; 13F data show positions only at quarter end, not trading tempo or size within the quarter.

How should investors read a Berkshire 13F filing?

A 13F discloses institutional equity positions as of quarter end; this filing reports holdings as of 31 March 2026 and was submitted on 15 May 2026. It lists share counts and securities but excludes non-equity exposures and intraday moves, so the record is partial by design.

A key limitation: 13F filings lag by up to 45 days and omit options and private investments. That means the filing captures a snapshot, not continuous portfolio activity, and investors should treat it as a retrospective disclosure rather than a live signal.

How are markets likely to interpret the changes?

Market participants typically treat Berkshire adjustments as directional signals; this filing shows two additions and four reductions for the quarter ended 31 March 2026. The moves can influence sentiment in the affected stocks, especially for smaller-cap names or where Berkshire holds a large percentage of float.

Delta and Alphabet may attract attention because Berkshire’s increases signal renewed interest in travel recovery and core ad-tech exposure. For payment names and Amazon, the four reductions could be interpreted as pocketed gains or reallocation to other themes within the portfolio.

Q? What is a 13F and when was this one filed?

A 13F is a quarterly SEC filing that lists long equity positions held by institutional investment managers with over $100 million in qualifying assets. This particular filing was submitted on 15 May 2026 and reports positions as of 31 March 2026, consistent with the mid-May disclosure window.

Q? Does the filing reveal how much Berkshire paid or its cash position?

No; the 13F provides share counts and market values at quarter end but does not disclose trade prices, execution dates, or overall cash balances. For up-to-date commentary on Berkshire’s portfolio moves and valuation context, see equities and value investing coverage at https://fazen.markets/en.

Bottom Line

Berkshire rebalanced on 15 May 2026, adding Delta and Alphabet while trimming four other big names.

Disclaimer: This article is for informational purposes only and does not constitute investment advice. CFD trading carries high risk of capital loss.