Berkshire Hathaway's Changes in Apple Holdings
Berkshire Hathaway, led by Warren Buffett, trimmed its stake in Apple by 4.3% during the fourth quarter of 2025, bringing the total value of its Apple holdings to $61.96 billion, according to a recent securities filing. Despite this reduction, Apple continues to be Berkshire's largest equity holding.
New Investment in The New York Times
Alongside the cut in its Apple stake, Berkshire Hathaway has also started a new position in The New York Times, valued at $351.7 million.
This new investment ranks 29th out of Berkshire's 41 total positions, indicating a strategic shift in the company's investment portfolio.
Apple's Stock Performance
In 2025, Apple stock increased by approximately 9%. However, it significantly underperformed the S&P 500, which saw a gain of over 16% during the same period.
Moreover, Apple’s stock has faced challenges this year, falling about 3% year-to-date and experiencing its worst trading day since April 2025 just last week.
Warren Buffett's Departure and Leadership Transition
The fourth quarter of 2025 marked the last period of Warren Buffett's leadership at Berkshire Hathaway, as he stepped down as CEO at the beginning of 2026.
Greg Abel, who previously served as vice chairman of non-insurance operations, took over as CEO. Buffett had announced his intention for Abel to succeed him during Berkshire's annual meeting in May 2025. Although Buffett is no longer the CEO, he remains the chairman of the board.
Implications for Berkshire Hathaway's Future
These recent moves by Berkshire Hathaway, including the reduction in its Apple stake and the new investment in The New York Times, may reflect a broader strategy to adjust the portfolio for future management under Abel.
As the company shifts leadership, investors will be watching closely to see how these changes affect Berkshire's investment approach moving forward.
