Berkshire's $112 Billion AI Concentration in Apple and Alphabet
Berkshire Hathaway now holds 30.6% of its more than $350 billion portfolio in two artificial intelligence stocks, Apple and Alphabet, a concentration
Every Fin-node story mentioning Berkshire Hathaway — 16 stories, newest first.
Berkshire Hathaway now holds 30.6% of its more than $350 billion portfolio in two artificial intelligence stocks, Apple and Alphabet, a concentration
Berkshire Hathaway’s public equity portfolio sits at $359 billion, and nearly 14% of it is concentrated in a single financial stock that has more than
Greg Abel restarted Berkshire Hathaway's share repurchase program in the second quarter, deploying $4.53 billion after a 21-month hiatus that began un
Greg Abel, Berkshire Hathaway's chief executive, framed artificial intelligence as a dual engine for the conglomerate: a direct equity play through Al
President Donald Trump executed more than 1,000 securities transactions in June, a pace that underscores how actively the commander in chief trades wh
Berkshire Hathaway has been a net seller of equities in 14 of the last 15 quarters, unloading $175 billion since October 2022, a pace that underscores
Warren Buffett's last major move before stepping back from daily operations at Berkshire Hathaway at the end of 2025 was a $30 billion position in Alp
Berkshire Hathaway has accumulated a $29 billion position in Alphabet since the third quarter of 2025, a pace that accelerated after Greg Abel assumed
Warren Buffett's latest 13F filing reveals that Berkshire Hathaway's $263 billion U.S. stock portfolio remains a masterclass in conviction over divers
Warren Buffett has stopped sending Berkshire Hathaway shares to the Bill Gates Foundation after two decades of annual donations, redirecting the remai
Warren Buffett told CNBC on Wednesday that he personally initiated Berkshire Hathaway's roughly $31 billion stake in Alphabet, a candid admission that
Warren Buffett does not usually sign his work, but in a recent interview he made clear that Berkshire Hathaway’s Alphabet position was his call. That
Warren Buffett told CNBC at Berkshire Hathaway's annual meeting that the stock market's casino has become dangerously attractive, a blunt assessment t
Warren Buffett told CNBC on Wednesday that Apple remains one of his favorite businesses, a calm endorsement that carries weight because Berkshire Hath
Greg Abel has quietly rewired the world’s most watched equity portfolio. Apple and Alphabet now account for nearly 30 percent of Berkshire Hathaway’s
Warren Buffett transferred about $6 billion of Berkshire Hathaway stock this week, moving 12 million Class B shares to four family foundations and put