Overview
- Berkshire reported owning 17.85 million Alphabet shares worth about $4.3 billion as of September 30, lifting the stock roughly 5% after the disclosure.
- Apple was cut to 238.2 million shares yet remained Berkshire’s largest holding, valued at about $60.7 billion.
- The filing marked a twelfth consecutive quarter of net equity sales as cash rose to a record near $382 billion.
- Other shifts included selling about 6% of Bank of America, exiting D.R. Horton, and increasing positions in Chubb and Domino’s Pizza.
- The new Alphabet stake ranks among Berkshire’s top holdings, with trade attribution unspecified ahead of Warren Buffett’s planned handoff to Greg Abel on January 1, 2026.