Overview
- Over two years through the third quarter of 2025, Berkshire sold 677,347,618 Apple shares, including 41,787,236 in the latest quarter.
- Sales occurred in six of the past eight quarters, sharply trimming what had been Berkshire’s largest single holding.
- The latest disclosure also reports a purchase of more than 17.8 million Alphabet shares, introducing it as a borderline core holding.
- Form 13F filings offer a quarter-end snapshot of long equity positions and must be submitted to the SEC within 45 days of each quarter’s close.
- Coverage frames the moves as a valuation-driven rebalancing rather than an abandonment of large-cap U.S. technology stocks.