Warren Buffett March 2026 Portfolio Update: Key Holdings Shifts Revealed

Warren Buffett's Berkshire Hathaway portfolio, valued at $261.64 billion as of March 31, 2026, reflects strategic adjustments across key holdings. The investor maintained a significant position in Bank of America (BAC), which held a 9.52% allocation, despite a slight reduction in shares (-0.71%).

In the Energy sector, Chevron (CVX) remains a substantial holding at 6.64% allocation, though Buffett decreased his stake significantly (-35.17%).

Communication Services is represented by both Alphabet (GOOGL) and Alphabet (GOOG), with the search giant's B shares (GOOGL) seeing a massive increase of 203.99% in holdings, boosting its portfolio weight to 5.93%. Meanwhile, the A shares (GOOG) also saw a 100% increase.

Buffett also held stakes in Dillard's (DAL) at 1.01% and DAVIS (DVA) at 1.76%, both experiencing substantial reductions (-44.62% and -5.22% respectively). Other notable positions included Lennar (LEN) at 0.33%, NuCOR (NUE) at 0.25%, Constellation Brands (STZ) at 0.04%, and The New York Times (NYT) at 0.48%, each with varying changes in allocation.