Core Insights - Berkshire Hathaway has reduced its holdings in Apple and Amazon during the last quarter of 2025, marking the final quarter under Warren Buffett's leadership [1][1] - The value of Berkshire's Apple stake has decreased from over $175 billion to approximately $60 billion, following a sale of about 10.3 million shares, which is around 4% of its total stake [1][1] - Berkshire sold more than 75% of its Amazon holdings, amounting to 7.7 million shares, with the value dropping from about $2.1 billion to approximately $457 million [1][1] Company Actions - Berkshire Hathaway has been consistently trimming its Apple stake since late 2023, although the pace of sales has slowed down recently [1][1] - The significant reduction in Amazon holdings indicates a strategic shift, as Berkshire's investment in the e-commerce giant has been substantially decreased [1][1] Market Context - Big tech stocks, including Apple and Amazon, have faced challenges in the market, particularly due to concerns over AI spending and high valuations [1][1] - Despite these challenges, Apple stock rose nearly 7% in the fourth quarter, while Amazon shares increased by 5%, suggesting some resilience in their performance [1][1]
In Warren Buffett's Last Quarter as CEO, Berkshire Sold These 2 Big Tech Stocks