Overview
- Warren Buffett will retire as Berkshire Hathaway CEO at year-end, with Greg Abel set to take over in January.
- Berkshire’s marketable equity portfolio stands at about $315 billion, which analysts note would top $500 billion without recent sales.
- Buffett was a net seller for 12 straight quarters, totaling nearly $184 billion in net stock sales over the past three years.
- Major trims include a 73% reduction in Apple, a 44% cut to Bank of America, and a 26% sale of Chevron, with dozens of positions fully exited.
- Newer moves have been modest, featuring positions in Chubb, Alphabet, and Sirius XM, and a 36% increase in Occidental Petroleum.