Berkshire Hathaway cut its Apple stake by about 75%, from roughly 915 million shares in mid-2023 to 227.9 million shares by the end of June, worth about USD 66 billion and still around 22% of its portfolio. The author argues the sizable remaining stake reflects confidence from Warren Buffett and new CEO Greg Abel, citing Apple's record fiscal third-quarter revenue of USD 109.4 billion, up 16%, and Services revenue of USD 30.7 billion. The reduction is described as portfolio discipline, since Buffett said he sold too soon and would buy much more at the right price. Berkshire also bought about USD 17 billion of Alphabet stock in the second quarter and has not sold Apple shares since the end of 2025. Apple guided for 9% to 11% revenue growth in the September quarter, slower than the 16% in June, while the stock is near a record.
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Berkshire HathawayWarren BuffettAppleearnings
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AAPL
• NeutralApple Inc.
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Technology Hardware, Storage & Peripherals |
| Market cap | $5.1T |
| Close on 10/30/2026 | 344.79 |
| Change that session | -1.18% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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