Apple(US:AAPL) Sou Hu Cai Jing·2025-11-15 07:10Core Insights - Berkshire Hathaway, led by Warren Buffett, significantly reduced its stake in Apple Inc. during the third quarter, as reported in the 13F filing to the SEC [1][3] Group 1: Berkshire Hathaway's Holdings - As of September 30, Berkshire's total U.S. stock market value reached $267 billion, reflecting a 3.4% increase from the previous quarter, involving 41 stocks [3] - Apple remains the largest holding for Berkshire, with a position valued at approximately $60.7 billion, despite a reduction in shares from 280 million to 238.2 million, equating to a decrease of about 41.79 million shares (a 14.9% decline) [3] - The reduction in Apple's holdings resulted in a decrease of around $10.6 billion in market value, marking the second consecutive quarter of selling Apple shares, with the scale of sales doubling compared to the previous quarter [3] Group 2: New Investments - Berkshire initiated a new position in Alphabet Inc. (GOOGL) with 17.85 million shares, valued at approximately $4.3 billion, placing it among the top ten holdings [3] - This investment in Alphabet contrasts with Buffett's historical caution towards high-valuation tech stocks, prompting widespread market interpretation [3] Group 3: Leadership Transition - The filing is particularly noteworthy as it coincides with Buffett's impending retirement as CEO at the end of the year, after 60 years of leadership, passing daily management to long-time deputy Greg Abel [3]