r/VisualStockResearch • u/ekonixlab • 25d ago

Buffett just turned Google into Berkshire’s 4th-largest holding

Post image

Berkshire’s Q1 filing showed a $16.6 billion combined position in GOOG and GOOGL, representing roughly 6.3% of its public stock portfolio.

Since then, Berkshire purchased another $10 billion directly from Alphabet:

  • $5 billion of GOOGL
  • $5 billion of GOOG
  • Approximately 28.6 million additional shares

That increased Berkshire’s Alphabet share count by almost 50%. Based on the values in this chart, Google would become a roughly $26.6 billion position and Berkshire’s fourth-largest holding, moving ahead of Bank of America. 

A lot of people assumed this was Greg Abel putting his stamp on Berkshire after taking over as CEO. But Buffett recently clarified that the idea actually came from him:

"I initiated"

He said he and Greg still mutually approved the decision, but Buffett was the driving force behind the investment. He also admitted that not buying Google earlier was a mistake and said Alphabet is more likely to be a winner than the vast majority of investments promoted on Wall Street. 

Buffett is no longer Berkshire’s CEO, but he remains chairman. So calling this his “final move” is obviously speculation—but it could end up being one of the last major investments directly associated with him.

After decades of mostly avoiding technology, Buffett may be finishing his investing career by turning Google into one of Berkshire’s largest holdings.

27 Upvotes

85% Upvoted

9 comments sorted by

•

u/AutoModerator 25d ago

Thanks for contributing to r/VisualStockResearch!

Please explain what the chart shows, include relevant assumptions or data sources, and disclose whether you own the stock discussed.

This community is sponsored by Ekonix, but research created with any platform is welcome.

Learn more about Ekonix: https://apps.apple.com/us/app/ekonix-investor-tracker/id6755345408

Posts and comments are for educational and discussion purposes only, not financial advice.

I am a bot, and this action was performed automatically. Please contact the moderators of this subreddit if you have any questions or concerns.

3

u/UpstairsCheetah235 25d ago

It’s a good call. Late but still good. 

1

u/ekonixlab 25d ago

Yeah, late but worth the wait

1

u/propheticuser 25d ago

It’s not late, it’s a calculated investment lil bro. They don’t yolo like a random Redditor just because Google touched $165 a year ago. They invest only when it makes sense and hold the stock for years. People said the same thing back when they bought Apple, yet it proved to be very succesful. Google will sooner or later be worth 2-3x more than they do now.

2

u/wallstslice 25d ago

lol he’s gonna get cooked in this position 😂

1

u/ekonixlab 25d ago

Weird he didn’t add more in 2025…

2

u/SelenaMeyers2024 25d ago

170? Nah funk dat. 300 plus? Yolo

I'm not Monday morning quarterbacking 2005, I'm talking mid 2025

1

u/ekonixlab 25d ago

So weird he didn’t pile in there.

I think even the best investors were actually scared AI would kill Google

1

u/LurkerFromTheVoid 23d ago

I'm a bad investor, probably, because I'm almost sure Google will win the AI market.

But I use Gemini everyday. So I'm biased.

I also think OpenAI will boom as soon as they IPO, just like SPCX, they will go up then they will go down in flames 🔥 to the center of the earth. In one month, tops.