Overview
- Berkshire disclosed ownership of 17.85 million Alphabet shares worth about $4.3 billion as of September 30, making the Google parent its tenth‑largest U.S. holding.
- The conglomerate reduced Apple by roughly 15% to 238.2 million shares valued at $60.7 billion, which still ranks as its biggest equity position.
- Holdings in Bank of America were trimmed by about 6%, extending sales that began last year, while the firm also exited D.R. Horton and added to names including Chubb and Domino’s Pizza.
- Between July and September, Berkshire bought $6.4 billion of stocks and sold $12.5 billion, remaining a net seller for the twelfth straight quarter as cash rose to a record $381.7 billion.
- It remains unclear whether Warren Buffett, investment managers Todd Combs or Ted Weschler, or CEO‑designate Greg Abel initiated the Alphabet purchase; Alphabet shares rose about 1.7% after hours following the disclosure.