Particle.news

Buffett’s Final 13F Shows 75% Cut to Apple as Berkshire Builds a New Consumer Bet

Fresh disclosures map Buffett’s late‑stage portfolio rebalancing during a 13‑quarter run of net selling.

Overview

  • SEC Form 13F filings on Feb. 17 detailed that Berkshire sold roughly 75% of its Apple stake over nine quarters.
  • Warren Buffett stepped down on Dec. 31, 2025, handing the CEO role to Greg Abel, with his final quarter including a sale of 10,294,956 Apple shares.
  • Across the same stretch, Berkshire accumulated shares of a well‑known consumer goods company for six consecutive quarters.
  • Berkshire was a net seller of stocks for 13 straight quarters covering Oct. 2022 through Dec. 2025.
  • Buffett has lauded Apple’s customer loyalty and its buybacks—over $841 billion repurchasing more than 44% of shares—even as the filings do not state his specific rationale for the reductions.