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Berkshire Q4 Filing Reveals Buffett’s Final Moves: Amazon Slashed, Apple Trimmed, New York Times Stake

The filing offers the clearest snapshot of Berkshire’s repositioning under new chief executive Greg Abel.

Overview

  • Berkshire reduced its Amazon position by roughly 77%, selling about 2.3 million shares in the fourth quarter of 2025.
  • Apple was trimmed by about 4%, yet it remained the conglomerate’s largest holding at roughly $59.14 billion, according to MarketScreener data cited in the reports.
  • The company initiated a new stake in The New York Times, buying about 5.1 million shares valued near $351.7 million.
  • Holdings in energy and insurance were increased, including a roughly 6.5% boost to Chevron and an about 8.7% increase in Chubb.
  • The latest disclosure lists approximately $274.16 billion across 42 positions and reflects Berkshire’s shift as Greg Abel takes over, with reporting also noting a reduced Bank of America stake.