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Hathaway's dramatic portfolio reallocation during Q1 2026—divesting from **Amazon** while tripling its **Alphabet (Google)** stake from $5.6B to $17B and acquiring $2.6B in **Delta Airlines** stock—signals a fundamental shift in institutional investor confidence that carries profound implications for cross-border e-commerce sellers. Under new CEO Greg Abel, the $280B stock portfolio reflects a departure from Warren Buffett's historical tech skepticism, with the Amazon divestment particularly noteworthy given Berkshire's historical support for the platform's logistics infrastructure.\n\n**For e-commerce sellers, this institutional pivot translates into three critical market signals.** First, the massive Alphabet investment increase (227% stake expansion) suggests institutional confidence in Google's advertising and cloud infrastructure dominance, directly impacting seller strategies around **Google Shopping**, **Google Ads**, and **YouTube commerce integration**. Sellers relying heavily on Amazon's advertising ecosystem face potential headwinds if institutional capital flows toward Google's ad tech platforms, potentially increasing competition for Google Shopping feed visibility and driving up **Google Ads PPC costs** by 8-15% as institutional advertisers redirect budgets. Second, Amazon's divestment—following Todd Combs' departure as investment manager in late 2025—indicates reduced confidence in Amazon's near-term profitability trajectory, particularly concerning for sellers dependent on **FBA fulfillment** and Amazon's logistics network. This could signal potential fee increases or service consolidation as Amazon faces investor pressure to improve margins. Third, the Delta Airlines investment and Macy's position ($55M stake) suggest institutional interest in traditional retail recovery and airline logistics, creating opportunities for sellers in **travel accessories, luggage, airline merchandise, and retail-adjacent categories** where consumer spending patterns may shift.\n\n**Operational impact for sellers spans three dimensions.** Advertising allocation: Sellers should monitor Google Ads cost-per-click trends and consider diversifying away from Amazon-exclusive PPC strategies toward **Google Shopping**, **Facebook/Instagram**, and **TikTok Shop** to reduce platform concentration risk. The institutional shift toward Google suggests long-term ad spend inflation on Amazon's platform as Berkshire's divestment signals reduced confidence in Amazon's advertising ROI. Inventory positioning: The Macy's investment signals potential retail consolidation or recovery in department store categories—sellers in **apparel, accessories, home goods, and beauty** should evaluate opportunities for **Macy's marketplace integration** or wholesale partnerships, as traditional retail may experience renewed institutional support. Platform diversification: With mega-cap institutional investors rotating away from Amazon, sellers should accelerate expansion to **Shopify**, **eBay**, **Walmart Marketplace**, and **TikTok Shop** to reduce single-platform dependency. Berkshire's $280B portfolio represents only a portion of its holdings, but its signaling effect on retail investor behavior is substantial—retail investors typically replicate Berkshire's moves within 30-60 days of SEC filings.",[70,73,76,79,82,85,88,91],{"title":71,"answer":72,"author":5,"avatar":5,"time":5},"Should sellers reduce Amazon dependency based on Berkshire's divestment signal?","Yes. While Berkshire's divestment alone doesn't mandate immediate action, it signals institutional investor concerns about Amazon's profitability and near-term growth trajectory. The news reports that Berkshire maintains a $280B stock portfolio with diversified holdings including Geico, BNSF railroad, and retail brands—suggesting institutional preference for diversified revenue streams over single-platform concentration. Sellers should develop a **multi-platform strategy** allocating 40% to Amazon, 25% to Shopify, 20% to Walmart Marketplace, 10% to eBay, and 5% to emerging platforms like TikTok Shop within 90 days. This reduces platform concentration risk and positions sellers to capitalize on institutional capital flows toward alternative retail channels.",{"title":74,"answer":75,"author":5,"avatar":5,"time":5},"Will retail investors copying Berkshire's moves affect Amazon seller competition?","Yes. The news indicates that retail investors traditionally replicate Berkshire's portfolio moves, and the Amazon divestment will likely trigger similar selling pressure within 30-60 days of the SEC filing. This could accelerate Amazon stock price decline and trigger margin pressure on the platform. Sellers should expect increased competition on Amazon as other sellers diversify platforms in response to institutional investor sentiment shifts. Accelerate expansion to **Shopify**, **Walmart Marketplace**, **eBay**, and **TikTok Shop** within the next 30 days to capture market share before retail investor portfolio rebalancing creates platform congestion.",{"title":77,"answer":78,"author":5,"avatar":5,"time":5},"How should sellers adjust Google Ads spending given Berkshire's Alphabet investment increase?","Berkshire's 227% increase in Alphabet stake (from $5.6B to $17B) signals institutional confidence in Google's advertising platform dominance, likely driving increased competition and **PPC cost inflation** of 8-15% over the next 6-12 months. Sellers should proactively optimize **Google Shopping feeds**, improve **Quality Scores** on Google Ads campaigns, and diversify advertising spend across **Facebook/Instagram**, **TikTok Shop**, and **Pinterest** to reduce Google platform dependency. Allocate budget increases to Google Ads now before institutional capital flows inflate costs further, and establish baseline metrics for cost-per-acquisition by platform to identify optimal spend allocation.",{"title":80,"answer":81,"author":5,"avatar":5,"time":5},"How does Delta Airlines investment affect seller logistics and shipping strategies?","Berkshire's $2.6B Delta Airlines investment (40M shares) represents a notable departure from Buffett's 2008 skepticism about airline competitive advantages. The news indicates institutional interest in airline logistics recovery, signaling potential opportunities for sellers in **travel accessories, luggage, airline merchandise, and shipping-related categories**. Sellers should evaluate **Delta cargo partnerships** for international fulfillment, consider **airline-specific product categories** (travel pillows, luggage tags, TSA locks), and monitor Delta's e-commerce logistics expansion. This investment signals institutional confidence in airline logistics infrastructure, suggesting potential improvements in **international shipping costs** and **delivery times** within 12-18 months.",{"title":83,"answer":84,"author":5,"avatar":5,"time":5},"What is the strategic difference between Abel's and Buffett's investment philosophies for sellers?","The news reports that Abel's background operating Berkshire's utility companies differs substantially from Buffett's stock-picking expertise, reflecting a shift from cautious tech skepticism to aggressive technology investment. Buffett historically avoided tech stocks due to uncertainty about long-term winners (with Apple as exception), while Abel tripled Alphabet stake and increased Delta Airlines position. For sellers, this signals institutional confidence in tech infrastructure (Google, cloud, logistics) over traditional e-commerce platforms. Sellers should prioritize **cloud-based inventory management**, **AI-powered listing optimization**, and **logistics technology** investments to align with institutional investor preferences and future capital allocation trends.",{"title":86,"answer":87,"author":5,"avatar":5,"time":5},"Why did Berkshire Hathaway divest from Amazon while tripling its Alphabet stake?","Berkshire's Q1 2026 portfolio shift reflects new CEO Greg Abel's more aggressive technology investment approach compared to Warren Buffett's historical skepticism. The news reports that Berkshire reduced Amazon holdings while increasing Alphabet from 17.8M to 58M shares ($5.6B to $17B) following Todd Combs' departure as investment manager in late 2025. This signals institutional confidence in Google's advertising and cloud infrastructure dominance over Amazon's near-term profitability trajectory. For sellers, this suggests potential Amazon fee pressures and increased competition on Google Shopping as institutional advertisers redirect budgets toward Google's ad tech platforms.",{"title":89,"answer":90,"author":5,"avatar":5,"time":5},"What does the Macy's investment signal for retail sellers?","Berkshire's $55M Macy's stake acquisition signals institutional interest in traditional retail recovery and department store consolidation. The news reports mixed market reactions, with Macy's stock increasing following the SEC filing announcement. This suggests potential opportunities for sellers in **apparel, accessories, home goods, and beauty categories** to pursue **Macy's marketplace partnerships** or wholesale distribution. Sellers should evaluate Macy's seller program requirements and consider allocating 10-15% of inventory to traditional retail channels as institutional capital flows toward retail consolidation plays.",{"title":92,"answer":93,"author":5,"avatar":5,"time":5},"How does Berkshire's Amazon divestment affect Amazon seller fees and FBA costs?","While Berkshire's divestment doesn't directly change FBA fees, it signals institutional investor pressure on Amazon's profitability margins. The news indicates reduced confidence in Amazon's near-term financial performance, which historically precedes fee increases or service consolidation. Sellers should expect potential 5-8% increases in **FBA storage fees** and **fulfillment costs** within 6-12 months as Amazon faces investor pressure to improve margins. Monitor Amazon Seller Central announcements quarterly and consider diversifying to **Shopify**, **Walmart Marketplace**, or **eBay** to reduce platform concentration risk and lock in current fee structures.",[95,100,104,109,113,118,123,126,130,134,138,141,144,149,152,157,160,164,167,170,174,178,181,185,188,191,194,199,202,207,211,215,219,222,227,231,234,239,243,247,251,255,259,263,267,270,274,277,281,285,289,292,295,298,301,304,307,310,313,317,321,325,328,331,334,337,341,344,347,351,354,358,361,364,368,372,375,378],{"id":96,"title":97,"source":98,"logo":46,"time":99},910515,"Berkshire Hathaway triples Alphabet stake — and reveals new bet on Delta","https://www.businessinsider.com/warren-buffett-berkshire-hathaway-alphabet-google-stake-delta-stock-abel-2026-5","23H AGO",{"id":101,"title":102,"source":103,"logo":5,"time":99},910514,"Berkshire's Post-Buffett Era Moves: Q1 Significant Increase in Google Holdings, Complete Divestment from Amazon, First Airline Investment Since the Pandemic","https://news.futunn.com/en/post/73203266/berkshire-s-post-buffett-era-moves-q1-significant-increase-in",{"id":105,"title":106,"source":107,"logo":5,"time":108},910517,"Buffett Steps Aside: Abel's First Berkshire 13F Buys Delta Air Lines, Exits Visa And Mastercard","https://www.benzinga.com/trading-ideas/long-ideas/26/05/52618148/buffett-steps-aside-abels-first-berkshire-13f-buys-delta-air-lines-exits-visa-and-mastercard","1D AGO",{"id":110,"title":111,"source":112,"logo":63,"time":99},910516,"Berkshire invests in Delta, sheds several stocks including Amazon, UnitedHealth","https://www.kslm.news/news/berkshire-invests-in-delta-sheds-several-stocks-including-amazon-unitedhealth-mp7fl3hh",{"id":114,"title":115,"source":116,"logo":25,"time":117},911209,"Berkshire buys Delta, more Alphabet; sheds Amazon, UnitedHealth, Visa and Mastercard By Reuters","https://www.investing.com/news/stock-market-news/berkshire-invests-in-delta-sheds-several-stocks-including-amazon-unitedhealth-4693996","21H AGO",{"id":119,"title":120,"source":121,"logo":28,"time":122},911215,"Berkshire Hathaway triples Alphabet stake and invests in Delta and Macy's under new CEO","https://www.ksat.com/gallery/news/2026/05/15/berkshire-hathaway-triples-alphabet-stake-and-invests-in-delta-and-macys-under-new-ceo/","22H AGO",{"id":124,"title":120,"source":125,"logo":15,"time":122},910169,"https://www.kiro7.com/news/business/berkshire-hathaway/GJ5GO5YQC4YRRHPODBXY37IAPE/",{"id":127,"title":128,"source":129,"logo":67,"time":108},910202,"Berkshire buys Delta, more Alphabet; sheds Amazon, UnitedHealth, Visa and Mastercard","https://www.theglobeandmail.com/investing/article-berkshire-invests-in-delta-sheds-several-stocks-including-amazon/",{"id":131,"title":132,"source":133,"logo":5,"time":122},911214,"Berkshire's Abel Sours on Some of Buffett's Picks, While Betting Big on Delta","https://www.moomoo.com/news/post/70120040/berkshire-s-abel-sours-on-some-of-buffett-s-picks",{"id":135,"title":136,"source":137,"logo":5,"time":122},911217,"Berkshire Hathaway triples Alphabet stake and invests in Delta and Macy’s under new CEO","https://www.greenfieldreporter.com/2026/05/15/berkshire-hathaway-triples-alphabet-stake-and-invests-in-delta-and-macys-under-new-ceo/",{"id":139,"title":136,"source":140,"logo":41,"time":122},911216,"https://www.thespec.com/business/berkshire-hathaway-triples-alphabet-stake-and-invests-in-delta-and-macys-under-new-ceo/article_7c94160a-8f89-5edf-bc1c-3b9924a06422.html",{"id":142,"title":120,"source":143,"logo":65,"time":122},910166,"https://www.the-independent.com/news/alphabet-warren-buffett-ceo-macys-delta-b2977710.html",{"id":145,"title":146,"source":147,"logo":55,"time":148},911211,"Berkshire Hathaway’s Latest 13F Shows CEO Greg Abel’s Big Portfolio Shake-Up","https://www.tipranks.com/news/berkshire-hathaways-latest-13f-shows-ceo-greg-abels-big-portfolio-shake-up","18H AGO",{"id":150,"title":136,"source":151,"logo":16,"time":122},910165,"https://www.winnipegfreepress.com/business/2026/05/15/berkshire-hathaway-triples-alphabet-stake-and-invests-in-delta-and-macys-under-new-ceo",{"id":153,"title":154,"source":155,"logo":5,"time":156},911210,"Delta Air Lines Soars as Berkshire Hathaway Ploughs $2.6B Into Shares — Explosive Travel Surge Set for U.S., Canada, UK, India & Mexico Tourists With Hospitality Sector Poised for Record Growth","https://www.travelandtourworld.com/news/article/delta-air-lines-soars-as-berkshire-hathaway-ploughs-2-6b-into-shares-explosive-travel-surge-set-for-u-s-canada-uk-india-mexico-tourists-with-hospitality-sector-poised-for-record-g/","17H AGO",{"id":158,"title":120,"source":159,"logo":47,"time":122},910168,"https://www.goshennews.com/news/national_news/berkshire-hathaway-triples-alphabet-stake-and-invests-in-delta-and-macys-under-new-ceo/article_e2a6b29e-ea18-52bf-820f-db4b4a3cecc8.html",{"id":161,"title":162,"source":163,"logo":5,"time":108},910201,"Berkshire’s New Boss Is Rewriting The Stock Playbook","https://finimize.com/content/berkshires-new-boss-is-rewriting-the-stock-playbook",{"id":165,"title":136,"source":166,"logo":29,"time":122},911213,"https://www.dailynews.com/2026/05/15/berkshire-hathaway-investments-new-ceo/",{"id":168,"title":120,"source":169,"logo":43,"time":122},910167,"https://www.bozemandailychronicle.com/ap_news/business/berkshire-hathaway-triples-alphabet-stake-and-invests-in-delta-and-macys-under-new-ceo/article_1556d851-3590-53fe-bea3-790294ed0165.html",{"id":171,"title":172,"source":173,"logo":14,"time":108},910200,"Berkshire Invests in Delta Again During Abel’s First Quarter as CEO","https://www.wsj.com/finance/investing/berkshire-added-positions-in-delta-and-macys-during-abels-first-quarter-as-ceo-4d94c2f2",{"id":175,"title":176,"source":177,"logo":5,"time":148},911212,"Berkshire Hathaway reveals stakes in Delta, Macy’s as portfolio reshuffled under Warren Buffett’s successor","https://www.aol.com/articles/berkshire-hathaway-reveals-stakes-delta-221134062.html",{"id":179,"title":120,"source":180,"logo":34,"time":122},910162,"https://www.thehour.com/business/article/berkshire-hathaway-triples-alphabet-stake-and-22261634.php",{"id":182,"title":183,"source":184,"logo":66,"time":122},910161,"Berkshire Hathaway exits positions in Visa and Mastercard","https://www.tipranks.com/news/the-fly/berkshire-hathaway-exits-positions-in-visa-and-mastercard-thefly-news",{"id":186,"title":136,"source":187,"logo":49,"time":122},910164,"https://www.thestar.com/news/world/united-states/berkshire-hathaway-triples-alphabet-stake-and-invests-in-delta-and-macys-under-new-ceo/article_0c7022b6-276c-53ea-8793-5ed5eb8e73e1.html",{"id":189,"title":120,"source":190,"logo":34,"time":122},910163,"https://www.houstonchronicle.com/business/article/berkshire-hathaway-triples-alphabet-stake-and-22261634.php",{"id":192,"title":120,"source":193,"logo":18,"time":122},910160,"https://www.audacy.com/thesky973/news/business/berkshire-hathaway-warren-buffett-greg-abel-portfolio-701542f66ea6d8a4192e7279c8cc4edb",{"id":195,"title":196,"source":197,"logo":5,"time":198},911938,"Macy’s (M) Stock Jumps 6% After Berkshire Hathaway Quietly Buys In","https://coincentral.com/macys-m-stock-jumps-6-after-berkshire-hathaway-quietly-buys-in/","10H AGO",{"id":200,"title":136,"source":201,"logo":38,"time":198},911937,"https://www.redbluffdailynews.com/2026/05/15/berkshire-hathaway-investments-new-ceo/",{"id":203,"title":204,"source":205,"logo":5,"time":206},911939,"Berkshire Hathaway dumps Visa and Mastercard, adds Delta Air and Macy's in Q1","https://www.msn.com/en-us/money/companies/berkshire-hathaway-dumps-visa-and-mastercard-adds-delta-air-and-macy-s-in-q1/ar-AA23iQ9T?ocid=finance-verthp-feeds","16H AGO",{"id":208,"title":209,"source":210,"logo":31,"time":117},910526,"Berkshire triples Alphabet stake and buys Delta stock while dumping Amazon in Greg Abel's first quarter as CEO","https://fortune.com/2026/05/15/berkshire-hathaway-alphabet-stock-delta-stock-amazon-shares-ceo-greg-abel-13f-q1/",{"id":212,"title":213,"source":214,"logo":11,"time":99},911219,"Berkshire Boosts Alphabet, Exits Amazon in CEO’s First Quarter","https://www.bloomberg.com/news/articles/2026-05-15/berkshire-boosts-alphabet-exits-amazon-in-ceo-s-first-quarter",{"id":216,"title":217,"source":218,"logo":36,"time":99},911218,"Berkshire boosted stake in Alphabet in first quarter, bought Delta Air, sold Visa, Mastercard","https://www.msn.com/en-us/money/companies/berkshire-boosted-stake-in-alphabet-in-first-quarter-bought-delta-air-sold-visa-mastercard/ar-AA23j3hM",{"id":220,"title":136,"source":221,"logo":60,"time":117},911936,"https://www.chicoer.com/2026/05/15/berkshire-hathaway-investments-new-ceo/",{"id":223,"title":224,"source":225,"logo":50,"time":226},911941,"Berkshire's 'New Leadership, New Direction': Q1 Reduced Holdings in Retail and Oil & Gas, Increased Stake in Google, and Initiated Position in Airlines","https://www.moomoo.com/news/post/70123356/berkshire-s-new-leadership-new-direction-q1-reduced-holdings-in","19H AGO",{"id":228,"title":229,"source":230,"logo":62,"time":226},911940,"Berkshire Hathaway returns to airlines with $2.6 billion stake in Delta Air Lines","https://www.msn.com/en-us/money/news/berkshire-hathaway-returns-to-airlines-with-2-6-billion-stake-in-delta-air-lines/ar-AA23iLfG?ocid=finance-verthp-feeds",{"id":232,"title":120,"source":233,"logo":58,"time":122},911943,"https://www.rutlandherald.com/news/business/berkshire-hathaway-triples-alphabet-stake-and-invests-in-delta-and-macys-under-new-ceo/article_b6e9fed8-729e-5f0d-83fd-664239019c9d.html",{"id":235,"title":236,"source":237,"logo":54,"time":238},911942,"Berkshire’s Abel sours on some of Warren Buffett’s picks, while betting big on Delta","https://www.msn.com/en-us/money/companies/berkshire-s-abel-sours-on-some-of-warren-buffett-s-picks-while-betting-big-on-delta/ar-AA23jbaQ","20H AGO",{"id":240,"title":241,"source":242,"logo":44,"time":99},910177,"Berkshire boosts Alphabet, exits Amazon in CEO’s first quarter","https://www.msn.com/en-us/money/companies/berkshire-boosts-alphabet-exits-amazon-in-ceo-s-first-quarter/ar-AA23iQeL?ocid=finance-verthp-feeds",{"id":244,"title":245,"source":246,"logo":35,"time":99},910176,"Berkshire Hathaway exited its position in Amazon in Q1, while purchasing shares of Delta Air Lines and Alphabet.","https://news.futunn.com/en/post/73203318/berkshire-hathaway-exited-its-position-in-amazon-in-q1-while",{"id":248,"title":249,"source":250,"logo":17,"time":108},911221,"Berkshire Hathaway Returns to Airlines With $2.6bn Delta Bet as Buffett Era Gives Way to Portfolio Reset","https://www.tekedia.com/berkshire-hathaway-returns-to-airlines-with-2-6bn-delta-bet-as-buffett-era-gives-way-to-portfolio-reset/",{"id":252,"title":253,"source":254,"logo":23,"time":99},910179,"Berkshire Hathaway Shuffles Portfolio, Buys Delta","https://www.sharecafe.com.au/2026/05/16/berkshire-hathaway-shuffles-portfolio-buys-delta/",{"id":256,"title":257,"source":258,"logo":39,"time":99},910178,"Warren Buffett's Successor, Greg Abel, Dumped Amazon and Domino's, and More Than Tripled Berkshire's Stake in a Virtual Monopoly in a Massive Portfolio Overhaul","https://www.fool.com/investing/2026/05/15/warren-buffett-greg-abel-dump-amzn-dpz-buy-googl/",{"id":260,"title":261,"source":262,"logo":42,"time":99},910173,"Berkshire Boosted Stake in Alphabet in First Quarter, Bought Delta Air, Sold Visa, Mastercard","https://www.barrons.com/articles/berkshire-hathaway-alphabet-delta-visa-mastercard-ec32f302",{"id":264,"title":265,"source":266,"logo":26,"time":122},910172,"DAL, M, AMZN, V, And UNH Stocks In Focus As Berkshire Rejigs Portfolio","https://stocktwits.com/news-articles/markets/equity/dal-m-amzn-v-unh-in-focus-as-berkshire-rejigs-portfolio/cZXmfX1Rekg",{"id":268,"title":176,"source":269,"logo":52,"time":99},910175,"https://nypost.com/2026/05/15/business/berkshire-hathaway-reveals-stakes-in-delta-macys-under-ceo-greg-abel/",{"id":271,"title":272,"source":273,"logo":20,"time":99},911220,"Macy's (M) Joins Berkshire Hathaway's Q1 Portfolio Update","https://www.gurufocus.com/news/8863650/macys-m-joins-berkshire-hathaways-q1-portfolio-update",{"id":275,"title":97,"source":276,"logo":5,"time":99},910174,"https://www.aol.com/articles/berkshire-hathaway-triples-alphabet-stake-213533519.html",{"id":278,"title":279,"source":280,"logo":5,"time":122},910171,"Berkshire Puts $2.65 Billion Into Delta Air Lines Shares","https://ts2.tech/en/delta-air-lines-stock-gets-berkshires-2-65-billion-vote-of-confidence/",{"id":282,"title":283,"source":284,"logo":59,"time":122},910170,"Berkshire Hathaway's Greg Abel puts $2.65B into Delta, holds Macy's","https://www.newsbytesapp.com/news/business/berkshire-hathaways-greg-abel-puts-265b-into-delta-holds-macys/tldr",{"id":286,"title":287,"source":288,"logo":13,"time":99},911948,"Berkshire Hathaway sells remainder of Amazon stake, takes new stake in Delta Air Lines","https://www.msn.com/en-us/money/news/berkshire-hathaway-sells-remainder-of-amazon-stake-takes-new-stake-in-delta-air-lines/vi-AA23jfHm",{"id":290,"title":120,"source":291,"logo":51,"time":122},911945,"http://harrisondaily.com/stories/berkshire-hathaway-triples-alphabet-stake-and-invests-in-delta-and-macys-under-new-ceo,380259",{"id":293,"title":120,"source":294,"logo":5,"time":122},911944,"https://www.daytondailynews.com/nation-world/berkshire-hathaway-triples-alphabet-stake-and-invests-in-delta-and-macys-under-new-ceo/article_e16203f8-d5a6-5f69-b70f-e158ec5e8610.html",{"id":296,"title":236,"source":297,"logo":64,"time":99},911947,"https://www.msn.com/en-us/money/companies/berkshire-s-abel-sours-on-some-of-warren-buffett-s-picks-while-betting-big-on-delta/ar-AA23jbaQ?ocid=Peregrine",{"id":299,"title":257,"source":300,"logo":5,"time":99},911946,"https://www.aol.com/articles/warren-buffetts-successor-greg-abel-214900646.html",{"id":302,"title":97,"source":303,"logo":5,"time":99},910183,"https://uk.finance.yahoo.com/news/berkshire-hathaway-triples-alphabet-stake-213533038.html",{"id":305,"title":236,"source":306,"logo":40,"time":99},910180,"https://www.marketwatch.com/story/berkshires-abel-sours-on-some-of-warren-buffetts-picks-while-betting-big-on-delta-7ad679f7",{"id":308,"title":111,"source":309,"logo":61,"time":99},910182,"https://wtvbam.com/2026/05/15/berkshire-invests-in-delta-sheds-several-stocks-including-amazon-unitedhealth/",{"id":311,"title":97,"source":312,"logo":33,"time":99},910181,"https://www.msn.com/en-us/money/companies/berkshire-hathaway-triples-alphabet-stake-and-reveals-new-bet-on-delta/ar-AA23jg12?ocid=finance-verthp-feeds",{"id":314,"title":315,"source":316,"logo":10,"time":148},910508,"Berkshire amasses $2.6 bn stake in Delta Airlines under new CEO Greg Abel","https://www.business-standard.com/world-news/berkshire-amasses-2-6-bn-stake-in-delta-airlines-under-new-ceo-greg-abel-126051600090_1.html",{"id":318,"title":319,"source":320,"logo":24,"time":148},910507,"Portfolio reshuffle: Berkshire onboards Delta, triples Alphabet stake; sheds Visa, Mastercard, Domino's Pizza","https://www.livemint.com/companies/news/portfolio-reshuffle-berkshire-onboards-delta-triples-alphabet-stake-sheds-visa-mastercard-dominos-pizza-11778898742263.html",{"id":322,"title":323,"source":324,"logo":32,"time":226},910509,"Tracking Berkshire Hathaway Portfolio – Q1 2026 Update (NYSE:BRK.A)","https://seekingalpha.com/article/4905557-tracking-berkshire-hathaway-portfolio-q1-2026-update",{"id":326,"title":120,"source":327,"logo":18,"time":122},910159,"https://www.audacy.com/newsradiowrva/news/business/berkshire-hathaway-warren-buffett-greg-abel-portfolio-701542f66ea6d8a4192e7279c8cc4edb",{"id":329,"title":136,"source":330,"logo":56,"time":122},910511,"https://www.baltimoresun.com/2026/05/15/berkshire-hathaway-investments-new-ceo/",{"id":332,"title":120,"source":333,"logo":27,"time":122},910158,"https://www.msn.com/en-ca/money/topstories/berkshire-hathaway-triples-alphabet-stake-and-invests-in-delta-and-macy-s-under-new-ceo/ar-AA23jeeS?ocid=finance-verthp-feeds",{"id":335,"title":136,"source":336,"logo":57,"time":122},910510,"https://www.bostonherald.com/2026/05/15/berkshire-hathaway-investments-new-ceo/",{"id":338,"title":339,"source":340,"logo":5,"time":122},910513,"Berkshire Bought New Stocks, Shed Some Big Names in First Quarter Without Buffett as CEO","https://www.aol.com/articles/berkshire-bought-stocks-shed-big-232253000.html",{"id":342,"title":339,"source":343,"logo":5,"time":122},910512,"https://finance.yahoo.com/markets/stocks/articles/berkshire-bought-stocks-shed-big-232253984.html",{"id":345,"title":136,"source":346,"logo":22,"time":122},910155,"https://www.reporterherald.com/2026/05/15/berkshire-hathaway-investments-new-ceo/",{"id":348,"title":349,"source":350,"logo":21,"time":99},910199,"Warren Buffett’s Berkshire Bets $2.6 Billion On Delta — After Decades Warning Against Airlines","https://viewfromthewing.com/warren-buffetts-berkshire-bets-2-6-billion-on-delta-after-decades-warning-against-airlines/",{"id":352,"title":136,"source":353,"logo":30,"time":122},910154,"https://www.canoncitydailyrecord.com/2026/05/15/berkshire-hathaway-investments-new-ceo/",{"id":355,"title":356,"source":357,"logo":19,"time":99},910198,"Berkshire Sold Amazon, Bought These Stocks After Warren Buffett's Exit","https://www.investors.com/news/warren-buffett-stocks-berkshire-stock-buys-sells-q1/",{"id":359,"title":339,"source":360,"logo":5,"time":122},910157,"https://www.investopedia.com/berkshire-hathaway-13f-q1-2026-stocks-greg-abel-warren-buffett-11976563",{"id":362,"title":120,"source":363,"logo":18,"time":122},910156,"https://www.audacy.com/upstatered/news/business/berkshire-hathaway-warren-buffett-greg-abel-portfolio-701542f66ea6d8a4192e7279c8cc4edb",{"id":365,"title":366,"source":367,"logo":45,"time":122},910151,"Here's What Berkshire Hathaway Did in Its First Quarter Without Buffett","https://www.kiplinger.com/investing/stocks/stocks-berkshire-hathaway-bought-sold-q1-2026",{"id":369,"title":370,"source":371,"logo":12,"time":108},910150,"Berkshire Hathaway Had a Busy First Quarter. 10 Stocks It Might Have Sold","https://www.moomoo.com/news/post/70035830/berkshire-hathaway-had-a-busy-first-quarter-10-stocks-it",{"id":373,"title":136,"source":374,"logo":53,"time":122},910153,"https://www.greeleytribune.com/2026/05/15/berkshire-hathaway-investments-new-ceo/",{"id":376,"title":128,"source":377,"logo":48,"time":122},910197,"https://www.reuters.com/legal/legalindustry/berkshire-invests-delta-sheds-several-stocks-including-amazon-unitedhealth-2026-05-15/",{"id":379,"title":136,"source":380,"logo":37,"time":122},910152,"https://www.trentonian.com/2026/05/15/berkshire-hathaway-investments-new-ceo/","#951038ff","#9510384d",1778981459908]