Berkshire Hathaway Allocates Nearly 30% of $356 Billion Portfolio to Two Major AI Stocks

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Key Points

Warren Buffett, who acquired Berkshire Hathaway (NYSE: BRKA, NYSE: BRKB) in 1965, transformed it into a holding company, leading it to a valuation of over $1 trillion by 2025. Under his leadership, the conglomerate achieved a 19.7% annual stock return, meaning a $500 investment in 1965 would have grown to $24 million by 2025. Buffett stepped down as CEO in 2025, with Greg Abel succeeding him.

Berkshire’s portfolio now includes significant stakes in technology giants, with Alphabet (NASDAQ: GOOGL) comprising 10.2% and Apple (NASDAQ: AAPL) making up 19.5%. As of mid-2026, Alphabet generated a record $63.3 billion in revenue, up 17% year-over-year, while Google Cloud posted total revenue of $24.8 billion, an 82% increase. Additionally, Berkshire’s investment in Apple has grown over the years, valued at over $170 billion as of early 2024, despite having reduced its stake by 75% by the end of 2025.

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