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Greg Abel Takes Helm at Berkshire as Buffett Hands Over a Concentrated $317 Billion Portfolio

Eight holdings now dominate the lineup, reflecting a sharp Apple reduction over the past two years.

Overview

  • Effective Jan. 1, 2026, Greg Abel became CEO and now oversees Berkshire Hathaway’s disclosed $317 billion stock portfolio, with Warren Buffett remaining as chairman.
  • Approximately 74% of the portfolio, or about $234.5 billion, is concentrated in eight positions assembled under Buffett.
  • The five largest holdings—Apple, American Express, Bank of America, Coca-Cola, and Chevron—represent about 63% of the portfolio’s value.
  • Berkshire reduced its Apple stake by roughly 73% to 74% across 2024 and 2025, selling more than 677 million shares by Sept. 30, 2025.
  • Abel has signaled continuity with Buffett’s long-term, value-focused investing approach that emphasizes patience and concentration.