Macro Aftermath Active

Berkshire Hathaway portfolio overhaul

Activity declining — narrative losing relevance.

Score
0.3
Velocity
▲ 0.0
Articles
31
Sources
3

Top Movers

TickerSectorChange
DAL
Industrials-6.3%
V
Financial Services+2.5%
MA
Financial Services+2.3%
CVX
Energy+1.9%
AMZN
Retail-1.3%

Sentiment Timeline

Sector Performance

Stock Performance

Event Timeline

Aug 15, 2026
Warren Buffett's Successor, Greg Abel, Pared Down Bank of America, and Piled … Neutral
Aug 12, 2026
Does the Big Short's Michael Burry Know Something Wall Street Doesn't? The … Bearish
Aug 09, 2026
Don't Be Fooled: Warren Buffett's and Greg Abel's $366 Billion Warning to … Neutral
Aug 07, 2026
Warren Buffett's Successor, Greg Abel, Has 63% of Berkshire Hathaway's $355 Billion … Neutral
Aug 03, 2026
Warren Buffett's Successor, Greg Abel, Started His Tenure With a Bang by … Neutral
Jul 28, 2026
Prediction: Warren Buffett's Successor, Greg Abel, Extended a Dubious 15-Quarter Net-Selling Streak … Bearish
Jul 23, 2026
Greg Abel Makes Bold Portfolio Moves as Berkshire's New Leader -- Dumps … Neutral
Jul 20, 2026
Berkshire Hathaway Sold Mastercard Stock. Should You Follow? Neutral
Jul 14, 2026
Greg Abel Tied 30% of Berkshire's $348 Billion Portfolio to 2 AI … Neutral
Jul 08, 2026
Warren Buffett's Successor, Greg Abel, Has 30% of Berkshire Hathaway's $343 Billion … Neutral
Jul 03, 2026
How Greg Abel Is Already Reshaping Berkshire Hathaway's Playbook Neutral
Jul 01, 2026
Warren Buffett's Successor, Greg Abel, Started His Tenure With a Bang by … Neutral
Jun 24, 2026
Move Over, Coca-Cola: Warren Buffett's Successor, Greg Abel, Has a New No. … Neutral
Jun 15, 2026
Warren Buffett's Successor, Greg Abel, Is Betting Big on a Virtual Monopoly … Bullish
Jun 10, 2026
London Company Income Equity Strategy Added Berkshire Hathaway (BRK-B) Over Buyback Resumption Neutral
Jun 09, 2026
Greg Abel Is Doing Something at Berkshire Hathaway That Warren Buffett Never … Neutral
Jun 07, 2026
Warren Buffett Offloaded a Chunk of His Biggest Holding. Here's Where the … Neutral
Jun 04, 2026
Apple Was Warren Buffett’s Best Investment. GOOGL Stock Could Be Greg Abel’s … Neutral
Jun 03, 2026
Warren Buffett's Successor, Greg Abel, Has More Than 28% of Berkshire Hathaway's … Neutral
May 30, 2026
Warren Buffett Successor Greg Abel Made 3 Big Purchases Last Quarter, and … Neutral
May 24, 2026
Berkshire Hathaway's 3 Biggest Moves in Q1 Neutral
May 23, 2026
Lingering mysteries from Berkshire's portfolio update Neutral
May 19, 2026
Willing and Abel: Berkshire's New CEO Makes Huge Portfolio Changes in Q1 Neutral
May 16, 2026
Berkshire's new CEO overhauls portfolio, dumping a slate of stocks Neutral

Related Articles

Warren Buffett's Successor, Greg Abel, Has 63% of Berkshire Hathaway's $355 Billion Portfolio Invested in …

Nasdaq · Aug 07, 2026
Mixed

Warren Buffett's Successor, Greg Abel, Started His Tenure With a Bang by Slashing Berkshire's Chevron …

Nasdaq · Aug 03, 2026
Mixed

Berkshire Hathaway Sold Mastercard Stock. Should You Follow?

Nasdaq · Jul 20, 2026
Neutral

1 Sector Warren Buffett and Greg Abel Are Largely Ignoring -- and Why Investors Shouldn't

Nasdaq · Jun 03, 2026
Mixed

Warren Buffett's Successor, Greg Abel, Has More Than 28% of Berkshire Hathaway's $330 Billion Portfolio …

Nasdaq · Jun 03, 2026
Mixed

Berkshire Hathaway Has Been Selling. Here's the 1 Stock It's Still Buying.

Nasdaq · May 24, 2026
Mixed

Berkshire Hathaway's 3 Biggest Moves in Q1

Nasdaq · May 24, 2026
Mixed

Lingering mysteries from Berkshire's portfolio update

CNBC · May 23, 2026
Mixed

Berkshire Hathaway Energy Could Be a Quiet Star of the Greg Abel Era

Nasdaq · May 23, 2026
Mixed

Willing and Abel: Berkshire's New CEO Makes Huge Portfolio Changes in Q1

Yahoo Finance · May 19, 2026
Mixed

Berkshire's new CEO overhauls portfolio, dumping a slate of stocks

CNBC · May 16, 2026
Mixed
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AI Overview

PARAGRAPH 1 --- Greg Abel, Berkshire Hathaway's new CEO, has significantly reshaped the company's $355 billion portfolio since taking over from Warren Buffett. He has concentrated investments in just five stocks, representing 63% of the portfolio, including two AI titans with 28% exposure. Abel has dumped several positions, including Chevron and Domino's Pizza, while increasing stakes in tech stocks like Alphabet and Snowflake.

PARAGRAPH 2 --- The market impact includes a shift towards tech and AI, with Alphabet and Snowflake seeing increased institutional support. Meanwhile, energy and consumer staples sectors have seen reduced exposure. Abel's aggressive portfolio changes have drawn attention, with 'The Big Short' investor Michael Burry expressing doubts about Berkshire's attractiveness under Abel's leadership.

PARAGRAPH 3 --- What to watch next: 1) Berkshire's Q2 earnings report on July 30, which will provide insights into Abel's investment strategy and performance. 2) AI integration progress at Berkshire's top holdings, as AI continues to drive tech sector growth and valuation. 3) Further portfolio changes by Abel, as he continues to reshape Berkshire's investment portfolio.
AI Overview as of Aug 12, 2026

Timeline

First SeenAug 15, 2026
Last UpdatedAug 22, 2026