# Greg Abel Type: Person Source: GetYourBrief — https://getyourbrief.com/entity/greg-abel Canonical HTML page: https://getyourbrief.com/entity/greg-abel ## Timeline - **2026-08-22**: Analyst coverage highlights Berkshire's Macy's move — The Motley Fool reports on Greg Abel's first six months as CEO and the Q2 Macy's stake, noting the 3.3% dividend yield and Q1 FY2026 comp improvement. - **2026-06-30**: Berkshire more than doubles Macy's stake — At the end of Q2 2026, Berkshire's Macy's position is valued at roughly $173 million, representing 0.1% of the portfolio. - **2026-02-26**: CEO Transition — Buffett finalizes portfolio restructuring ahead of handing leadership to Greg Abel. - **2024-08-03**: 50% Divestment — Q2 filings show Berkshire slashed its Apple position by nearly half. - **2024-05-04**: The Great Trim Begins — Berkshire reveals it sold 13% of its Apple stake in Q1 2024. - **2024**: Macy's launches 'A Bold New Chapter' — Macy's initiates a three-part turnaround: rationalizing its store footprint, expanding luxury brands Bloomingdale's and Bluemercury, and modernizing supply chain and technology. - **2018-05-04**: The 'Four Pillars' — Buffett declares Apple as Berkshire's second-most important business after insurance. - **2016-05-16**: Initial Apple Entry — Berkshire Hathaway reveals a new $1 billion stake in Apple. ## Recent coverage (9 stories, network-wide) ### Macy's 3.3% Yield, 350-Store Revamp: Why Berkshire Doubled Its Stake 2026-08-23 05:15:45 · Sector: retail · Sentiment: Neutral · Impact: 5/10 · Sources: 3 Berkshire Hathaway's Greg Abel more than doubled a small Macy's stake to $173 million in Q2 2026, signaling possible conviction in the 154-year-old retailer's 'A Bold New Chapter' plan. Early results show Q1 FY2026 comps were the best in four years and reimagined stores grew 2.4%. Full story: https://getretailbrief.com/story/macy-berkshire-350-store-turnaround-retail ### Berkshire Doubled Macy's Stake to $173M: A 3.3% Yield Value Bet? 2026-08-23 05:15:36 · Sector: finance · Sentiment: Neutral · Impact: 5/10 · Sources: 3 Greg Abel's Berkshire Hathaway more than doubled its Macy's holding to about $173 million in Q2 2026, a 0.1% portfolio position with a 3.3% dividend yield. The move combines a modest income yield with an option on Macy's post-2024 restructuring. Full story: https://getfinancebrief.com/story/berkshire-macys-173m-dividend-value-finance ### Berkshire's Abel Bets 34.7% of Portfolio on Apple and Alphabet 2026-08-19 01:05:31 · Sector: finance · Sentiment: Neutral · Impact: 5/10 · Sources: 2 Berkshire Hathaway's first portfolio signal under Greg Abel keeps 34.7% in Apple and Alphabet, with Apple at 22.04% and Alphabet at roughly 12.66%. The concentration signals continuity after Buffett's exit and a long-term AI exposure through two cash-rich incumbents. Full story: https://getfinancebrief.com/story/berkshire-abel-347-ai-portfolio ### Berkshire Bets 34.7% on AI via Apple and Alphabet 2026-08-19 01:05:22 · Sector: ai · Sentiment: Neutral · Impact: 5/10 · Sources: 2 Berkshire Hathaway now holds 34.7% of its portfolio in Apple and Alphabet, a concentrated bet that AI monetization will flow through device ecosystems and search/cloud dominance. Under Greg Abel, the conglomerate is preserving Buffett's quality-first AI exposure. Full story: https://getaibrief.com/story/berkshire-347-ai-apple-alphabet-abel ### Oil Surges 5%, S&P 500 Slips 0.1% from Record: Earnings Backstop Tested 2026-08-12 03:52:18 · Sector: finance · Sentiment: Neutral · Impact: 5/10 · Sources: 3 A 5% spike in crude prices, triggered by Strait of Hormuz closure fears, pushed the S&P 500 0.1% below its record high. The market's fall was cushioned by historic 50% EPS growth and M&A activity, but Intel's $15B stock sale plan underscored shareholder dilution risks. This briefing examines the delicate balance between commodity shocks and the strongest earnings season in five years. Full story: https://getfinancebrief.com/story/oil-surge-5-pct-sp-500-slips-01-pct-record-earnings-backstop-tested ### Brent Crude Surges 5% on Hormuz Closure, Threatening Global Supply Chains 2026-08-11 00:25:38 · Sector: supply · Sentiment: Neutral · Impact: 5/10 · Sources: 2 A 5% spike in Brent crude oil triggered by the Strait of Hormuz crisis is poised to raise logistics costs and input prices across global supply chains. While equity markets only dipped modestly, the operational impact for procurement and manufacturing could be severe if the chokepoint remains shut. Full story: https://getsupplybrief.com/story/brent-crude-surges-5-percent-hormuz-supply-chain-disruption ### S&P 500 Dips 0.1% from Record; Brent Soars 5% as Hormuz Risk Rises 2026-08-11 00:25:25 · Sector: finance · Sentiment: Neutral · Impact: 5/10 · Sources: 2 U.S. equities slipped from all-time peaks as Brent crude leaped 5% on the Strait of Hormuz closure. With S&P 500 earnings growth clocking 50% YoY, the session reflected a tug-of-war between robust profit momentum and the resurgent oil threat to markets and Fed policy. Full story: https://getfinancebrief.com/story/sp500-dips-brent-soars-5-percent-hormuz-finance ### Oil Drops 3.2% but Fed Hike Odds Hit 90%—S&P 500 Stalls Near Peak 2026-08-10 16:50:28 · Sector: finance · Sentiment: Neutral · Impact: 5/10 · Sources: 12 U.S. equities hover near all-time highs as fluctuating crude prices and surging rate expectations create a tug-of-war. S&P 500 earnings soared 50% YoY, but technology stocks struggled and dilution worries surfaced. Traders now price a 90% chance of a Fed rate hike by year-end, up from 57% a week ago. Full story: https://getfinancebrief.com/story/oil-fall-fed-hike-odds-sp500-drift ### Buffett Trims Apple Stake in Final Act as Berkshire Hathaway CEO 2026-02-26 14:23:28 · Sector: finance · Sentiment: Neutral · Impact: 7/10 · Sources: 2 Warren Buffett is significantly reducing Berkshire Hathaway's massive position in Apple as he prepares to transition leadership to Greg Abel. This strategic divestment of Berkshire's most profitable modern investment has pushed the conglomerate's cash reserves to record levels, signaling a defensive posture for the post-Buffett era. Full story: https://getfinancebrief.com/story/buffett-berkshire-hathaway-apple-sale-ceo-exit --- This page is a machine-readable summary. Sentiment measures the directional read of each development for this entity, not the tone of the reporting; impact weights consequence, not syndication reach. 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