No company's quarterly 13F filings are perhaps more watched than those of Berkshire Hathaway Inc (NYSE: BRK.A)(NYSE: BRK.B). For decades, investors have pounced on Berkshire's quarterly updates to glean some insights into the stocks that legendary stock picker Warren Buffett has been buying or selling over the most recent quarter.
Although Buffett may have vacated the CEO chair at Berkshire, he remains at the company as chairman and oracle. Even so, Berkshire's first 13F filing of 2026 is also the first that covers the tenure of new CEO Greg Abel.
As we discussed earlier this afternoon, Abel has certainly put his stamp on the Berkshire portfolio, with several notable buys. The most dramatic of these was a tripling-down of its Alphabet Inc (NASDAQ: GOOG)(NASDAQ: GOOGL) position, making it Berkshire's fifth-largest investment.
We've already been through Berkshire's stock purchases today, though, so let's get to the stocks that the company was selling over the first three months of 2026.
What stocks did Berkshire sell last quarter?
Long-time Berkshire watchers might be shocked to hear that the company sold positions in no fewer than 20 companies over the three months to 31 March. 14 of those 20 positions were closed out entirely.
Here are the stocks that Berkshire no longer owns:
- Atlanta Braves Holdings Inc (NASDAQ: BATRK)
- Liberty Latin America Ltd (NASDAQ: LILA)(NASDAQ: LILAK)
- Diageo plc (NYSE: DEO)
- Allegion plc (NYSE: ALLE)
- Lamar Advertising Co (NASDAQ: LAMR)
- Charter Communications Inc (NASDAQ: CHTR)
- Formula One Group (NASDAQ: FWONK)
- Heico Corp (NYSE: HEI)
- Amazon.com Inc (NASDAQ: AMZN)
- Pool Corp (NASDAQ: POOL)
- Domino's Pizza Inc (NASDAQ: DPZ)
- UnitedHealth Group Inc (NYSE: UNH)
- Mastercard Inc (NYSE: MA)
- Visa Inc (NYSE: V)
These are the stocks that Berkshire reduced its holdings of, but didn't sell down entirely:
- Liberty Live Holdings Inc (NASDAQ: LLYVK)
- Bank of America Corp (NYSE: BAC)
- Davita Inc (NYSE: DVA)
- Nucor Corp (NYSE: NUE)
- Contellation Brands Inc (NYSE: STZ)
- Chevron Corp (NYSE: CVX)
What should we take from these sells?
Some very interesting names there indeed. Perhaps the most shocking sell-offs to note are the household names Amazon, Visa and Mastercard. These have been in Berkshire's portfolio for a few years, and Buffett himself has sung the praises of all three businesses. It will be interesting to hear Abel explain these sales.
Chevron, another long-term Berkshire holding, is also notable. This oil stock was Berkshire's largest sale of the quarter, with the company offloading almost US$10 billion worth of Chevron (35.2% of its stake). Contellation Brands (an alcoholic beverage manufacturer famous for its Corona label) was also notable, with Berkshire selling 95.1% of its position. It is curious why the other 4.9% remains on the company's books.
It was also interesting to see that Apple Inc (NASDAQ: AAPL), Berkshire's largest position that has been reduced almost every quarter in recent years, was left untouched.
Berkshire Hathaway was a net seller over the quarter, with the sheer number of portfolio cuts and shaves outweighing the buys, and the huge Alphabet purchase in particular. It seems that Greg Abel isn't afraid to shake things up.
The post Berkshire Hathaway just sold these stocks appeared first on The Motley Fool Australia.
Bank of America is an advertising partner of Motley Fool Money. Motley Fool contributor Sebastian Bowen has positions in Alphabet, Amazon, Apple, Berkshire Hathaway, Mastercard, and Visa. The Motley Fool Australia's parent company Motley Fool Holdings Inc. has positions in and has recommended Alphabet, Amazon, Apple, Berkshire Hathaway, Chevron, Domino's Pizza, Heico, Mastercard, and Visa. The Motley Fool Australia's parent company Motley Fool Holdings Inc. has recommended Constellation Brands, Diageo Plc, Pool, and UnitedHealth Group. The Motley Fool Australia has recommended Alphabet, Amazon, Apple, Berkshire Hathaway, Heico, Mastercard, and Visa. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.
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