Apple(US:AAPL) Mei Ri Jing Ji Xin Wen·2026-02-18 04:45Core Insights - Berkshire Hathaway continues to adjust its technology holdings, reducing its stakes in Apple and Bank of America while initiating a position in traditional media with The New York Times [1][2][4] Group 1: Berkshire Hathaway's Holdings - In the fourth quarter of 2025, Berkshire sold over 10.29 million shares of Apple, reducing its stake by 4.3%, resulting in a market value decrease of approximately $2.8 billion [2][4] - Apple remains the largest holding in Berkshire's portfolio despite the continuous reduction, accounting for 22.60% of the portfolio at the end of Q4 2025 [3][4] - Berkshire's stake in Amazon was significantly reduced by over 77%, with holdings dropping to approximately 2.3 million shares, representing only 0.19% of the portfolio [4] - The company also sold nearly 50.8 million shares of Bank of America, reducing its stake by 8.9%, with the holding now at 6.89% of the portfolio [4] Group 2: New Investments and Increases - The New York Times was the only new position initiated by Berkshire in Q4 2025, with a purchase of 5.067 million shares valued at $352 million, representing about 3.1% of the company [4][5] - Berkshire increased its stake in Chevron by over 8.09 million shares, a 6.63% increase, raising its portfolio share to 7.24% [5] - The company also added 368,000 shares of Domino's Pizza, increasing its holdings by 12.34% to approximately $1.4 billion [5] Group 3: Market Reactions - Following the disclosure of the 13F filing, The New York Times stock initially surged over 10% in after-hours trading, later stabilizing at a 2.39% increase [5]