Alphabet Up, Apple Down: Berkshire Hathaway Rebalances Portfolio?

Key Takeaways BRK.B bought about 17.85M Alphabet shares and cut its Apple stake to 238.2M shares.The conglomerate is reducing concentration risk while exiting BYD and lifting Japanese holdings.BRK.B's EPS estimates have slipped even as consensus sees revenue rising in 2025 and 2026.Berkshire Hathaway Inc. (BRK.B) is yet again rephasing its portfolio — bought shares in Alphabet and trimming stake at Apple. Per TheStreet, Berkshire has purchased around 17.85 million shares for about $4.34 billion as found in ...