Warren Buffett's Top Holdings in March 2026: Major Shifts in Tech and Media Stocks

Warren Buffett's Berkshire Hathaway portfolio, valued at approximately $261.6 billion as of March 31, 2026, includes several top holdings that reflect strategic shifts in the investment landscape. The portfolio is dominated by major companies like Bank of America (BAC) and Chevron (CVX), which together account for nearly 16.18% of the total value.

Bank of America (BAC) remains a significant position, representing 9.52% of the portfolio. However, Buffett's stake in the financial services giant has decreased by 0.71%, indicating a slight reduction in exposure to the banking sector during the period.

Chevron (CVX), another key holding at 6.64% allocation, saw a substantial reduction, with shares declining by 35.17%. This represents a significant shift away from energy stocks, potentially signaling a move towards other sectors or assets.

Buffett's portfolio also includes Alphabet Inc. (GOOGL) at a 5.93% allocation, which saw an extraordinary increase of 203.99% in shares during the period. This massive stake growth underscores Buffett's confidence in the tech giant's long-term prospects.

Alphabet's counterpart, Google (GOOG), also experienced a significant boost, with a 100% increase in shares, adding to Buffett's substantial position in the tech sector.

Buffett also increased his stake in Dавита (DVA) by 5.22%, while reducing exposure to Nucor (NUE) by 39.03% and Constellation Brands (STZ) by 95.13%. These moves highlight Buffett's selective approach to investing in healthcare, materials, and consumer defensive stocks.

For more detailed information about Berkshire Hathaway's holdings, you can visit Berkshire Hathaway's profile. Specific stock information, including Bank of America (BAC), Chevron (CVX), Alphabet (GOOGL), and Google (GOOG), can be explored at their respective pages: BAC, CVX, GOOGL, and GOOG.