Warren Buffett's Top Holdings in March 2026: Major Shifts in Alphabet and Bank Stocks

Warren Buffett's Berkshire Hathaway portfolio, valued at approximately $261.6 billion as of March 31, 2026, includes several top holdings that reflect his investment strategy. The largest allocation is in Bank of America Corp. (BAC), which accounts for 9.52% of the total portfolio. Buffett's stake in BAC decreased by 0.71% in shares during the prior period.

Energy giant Chevron Corp. (CVX) holds the second-largest position at 6.64% allocation. Buffett's stake in CVX saw a significant reduction, with a 35.17% decrease in shares during the prior period.

Google parent Alphabet Inc. (GOOGL) represents a 5.93% allocation in Buffett's portfolio. This position saw an extraordinary increase of 203.99% in shares during the prior period, making it one of the most notable changes.

Buffett also holds a substantial stake in healthcare company Dova Inc. (DVA) at 1.76% allocation. The position experienced a slight decrease of 5.22% in shares during the prior period.

Airline Delta Air Lines Inc. (DAL) holds a 1.01% allocation in Buffett's portfolio. This position saw a significant reduction, with a 44.62% decrease in shares during the prior period.

Buffett's portfolio includes a stake in The New York Times Co. Mount Vernon Enterprise (NYT) at 0.48% allocation. This position experienced an impressive increase of 199% in shares during the prior period.

Google parent Alphabet Inc. (GOOG) represents a 0.39% allocation in Buffett's portfolio. This position saw a 100% increase in shares during the prior period.

Homebuilder Lennar Corp. (LEN) holds a 0.33% allocation in Buffett's portfolio. This position saw a substantial increase of 43.24% in shares during the prior period.

Steel producer Nucor Corp. (NUE) represents a 0.25% allocation in Buffett's portfolio. This position saw a decrease of 39.03% in shares during the prior period.

Finally, Buffett holds a small stake in consumer goods company Constellation Brands Inc. (STZ) at 0.04% allocation. This position saw a drastic reduction of 95.13% in shares during the prior period.