Berkshire Hathaway (NYSE: BRK.B) has significantly reduced its position in Apple, its long-time top holding, with proceeds flowing into a range of new and existing positions.
Warren Buffett, who stepped down as CEO at the end of 2025 after building Berkshire’s investing empire across six decades, had overseen much of the Apple divestiture before handing the reins to Greg Abel.
Either Buffett or his investing lieutenant Ted Weschler sold Apple shares across three of the four quarters leading up to the transition, trimming the holding substantially.
At the close of 2024, Berkshire owned approximately 300 million Apple shares, valued at around $75 billion and representing roughly 2% of the company’s total market value.
By the end of 2025, that position had been reduced to approximately 228 million shares, worth an estimated $62 billion, reflecting a meaningful but measured pullback from the tech giant.
While the scale of the Apple sales drew significant attention, Berkshire still retains a substantial stake in the iPhone maker, underscoring the holding’s continued strategic importance to the conglomerate.
Before his departure, Buffett initiated a new position in The New York Times and added to existing holdings in Chevron and Chubb, while reducing Berkshire’s exposure to Bank of America.
Since taking over, Abel has moved quickly to put his own stamp on the portfolio, overseeing significant new investments in Alphabet, the parent company of Google.
Abel also completed his first major acquisition as CEO, purchasing homebuilder Taylor Morrison, signaling a continued appetite for large-scale capital deployment across diverse sectors.
Berkshire’s energy division, previously run by Abel himself before his promotion, is seen by many analysts as a particularly promising segment, partly due to surging power demand from data centers driving growth in the energy infrastructure space.
Abel has also been allocating capital toward Berkshire share buybacks, reinforcing confidence in the company’s intrinsic value even as the broader investment strategy continues to evolve under new leadership.
Berkshire remains one of the most closely watched companies in the world, with its diversified portfolio of businesses and deep capital reserves making it a benchmark for long-term value investing.
The 95-year-old Buffett is still widely regarded as the greatest investor of the modern era, and his final moves before stepping down continue to be scrutinized by retail and institutional investors alike.
