Underlying Fundamental Investing Research

Berkshire, against its own record

$4.5B

Of its own stock, bought back by Berkshire in Q2 2026.

After six quarters with none, Q3 2024 to Q4 2025.

Q1 2026 10-Q Q2 2026 10-Q

Q3 2023: $1.1BQ4 2023: $2.1BQ1 2024: $2.6BQ2 2024: $345MQ3 2024: $0MQ4 2024: $0MQ1 2025: $0MQ2 2025: $0MQ3 2025: $0MQ4 2025: $0MQ1 2026: $235MQ2 2026: $4.5B$4.5B?'24'25'26Q3 '26

The letters set a test for a buyback. Read it, then look at the bars.

  1. 2016 Conditional

    For continuing shareholders, however, repurchases only make sense if the shares are bought at a price below intrinsic value.

    2016 letter

  2. 2020 Claim

    In no way do we think that Berkshire shares should be repurchased at simply any price.

    2020 letter

Next Five stocks, 71.9% →

Same idea The full quarter · What the letters say · What Q3 2026 will show

The whole record