Overview
- Berkshire disclosed ownership of 17.85 million Alphabet shares as of September 30, making the Google parent a top‑10 U.S. holding.
- Apple was trimmed to 238.2 million shares in the third quarter, yet it remains Berkshire’s largest position at about $60.7 billion.
- The firm was a net seller for a twelfth straight quarter, purchasing roughly $6.4 billion of stocks and selling about $12.5 billion as cash rose to a record near $382 billion.
- It is not confirmed whether Warren Buffett, investment managers Todd Combs or Ted Weschler, or CEO‑designate Greg Abel initiated the Alphabet purchase.
- Other moves included reducing Bank of America by about 6%, exiting D.R. Horton, and adding to Chubb and Domino’s, reflecting ongoing portfolio reshaping.