Berkshire Hathaway Trims Apple Stake Ahead of CEO Transition
Berkshire Hathaway has reduced its stake in Apple from 280 million shares to 238.2 million shares as of September 30, 2025, with the current valuation exceeding $65 billion. This represents approximately 20% of Berkshire’s total equity portfolio, making Apple the conglomerate’s largest holding.
The company’s upcoming CEO transition from Warren Buffett to Vice Chairman Greg Abel in 2026 raises questions about potential shifts in investment strategy. Despite this reduction in shares, Apple’s revenue momentum appears strong, with an anticipated growth rate of 10% to 12% year-over-year during the holiday quarter, following an 8% increase in the fourth quarter of fiscal 2025.
Berkshire’s market capitalization is around $1.07 trillion, with Apple comprising about 6% of this value. High cash reserves of $354.3 billion provide flexibility for capital deployment, which may influence Abel’s decision to hold onto the remaining shares as Berkshire’s investment approach evolves.
