Berkshire Hathaway Boosts Alphabet Investment to $4.3 Billion, Cuts Apple Holding

Berkshire Hathaway has disclosed a $4.3 billion investment in Alphabet in its September quarter filing, as per Reuters. The company reported holding 17.85 million shares of the Google parent. This makes Alphabet its tenth-largest US holding, marking a notable shift in the line-up of stocks the firm has chosen to keep. 

Final Filing Before Leadership Change 

The disclosure is Berkshire’s last major portfolio update before Warren Buffett ends his 60-year run as Chief Executive Officer. The filing lists the company’s US stock positions as of 30 September 2025, forming most of its $283.2 billion equity book. The document does not specify whether the Alphabet purchase was made by Buffett, his 2 investment managers, or CEO-designate Greg Abel. 

Apple Stake Pulled Back Again 

The company continued to reduce its Apple position during the quarter. The holding fell from 280 million to 238.2 million shares, extending a pattern that has been running for several quarters. Berkshire has now sold almost 3-quarters of the more than 900 million Apple shares it once held. Apple, however, is still its largest holding, valued at $60.7 billion. 

Broader Buying and Selling 

Between July and September, Berkshire sold $12.5 billion worth of stocks and bought $6.4 billion, remaining a net seller for the twelfth straight quarter. This selling trend has pushed its cash levels to a new high of $381.7 billion, which will now move under Greg Abel’s stewardship as he prepares to take charge. 

Other Portfolio Adjustments 

The filing also shows smaller changes across the portfolio. Berkshire cut its stake in Bank of America by about 6%, exited its position in DR Horton, and increased its holdings in Domino’s Pizza and Chubb. These shifts reflect the ongoing reshaping of the company’s stock exposure in recent quarters. 

Read More: Warren Buffett to Increase Giving to Children's Foundations: Supports Successor Greg Abel! 

Conclusion 

Berkshire’s latest update outlines a period of adjustment, with a new position in Alphabet, further reductions in Apple, and a continued build-up of cash as the company transitions into its next phase of leadership. 

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