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Featured Story from MarketBeat Media Buffett Trims Apple, Bets Big on Alphabet Ahead of RetirementWritten by Leo Miller. Published 11/17/2025. 
Key Points - Berkshire Hathaway cut its Apple holdings by 15% in Q3, marking its largest reduction in the stock recently, while still keeping it as its top holding.
- The firm initiated a $4.3 billion position in Alphabet, making it Berkshire’s tenth largest holding and its third Magnificent Seven bet.
- Berkshire’s Q3 portfolio value rose to $267.3 billion, indicating sustained investment activity despite Warren Buffett’s upcoming retirement.
Warren Buffett's Berkshire Hathaway (NYSE: BRK.B) just released its much-anticipated Q3 13F filing, revealing the portfolio moves the Oracle of Omaha's investment vehicle made during the quarter. I turned a $1.20 Nvidia option into a 108% gain in just eight days — without needing a big stock move — and now I'm revealing the counterintuitive options method that makes it possible to target 100%+ gains on popular stocks like Apple, Google, and Nvidia. See the full breakdown of this dirt-cheap options strategy here Notably, Buffett is set to retire at the end of 2025, and Berkshire is holding a record amount of cash. Despite that cash hoard, Berkshire isn't sitting still; it remains actively reshaping its holdings. Berkshire Dumps Shares of Apple and VeriSign Most notably, Berkshire materially trimmed the size of its largest position: Apple (NASDAQ: AAPL). Berkshire's Apple share count fell to about 238 million, a roughly 15% decrease from 280 million in Q2. At first glance that may look bearish, but Berkshire has been reducing its Apple position for some time. It cut Apple holdings by about 62% from Q1 2024 to Q3 2024 (to roughly 300 million shares), and trimmed nearly 7% from Q1 2025 to Q2 2025. Still, Q3 marks its largest single reduction in Apple shares in a while. With Apple up about 24% in Q3, the move looks like profit-taking. Even after the cuts, Apple remains by far Berkshire's largest holding. VeriSign (NASDAQ: VRSN) was another sizable sale: Berkshire sold 4.3 million shares, roughly a 32% reduction. VeriSign operates the authoritative registries for the .com and .net domains, meaning registrants pay VeriSign when they register or renew those domains. Markets had already anticipated this sale. VeriSign announced in July that Berkshire would sell 4.3 million shares, saying the move was intended to keep Berkshire's stake below 10% and avoid certain regulatory obligations. The fact that Berkshire's sales matched the July announcement is a modestly positive sign for VeriSign, though Berkshire's future actions with the position remain worth watching. Buffett Makes Third Magnificent Seven Wager on Alphabet Berkshire opened only one new position in Q3 — and it did so in a big way. The firm established a roughly $4.3 billion stake in Google parent company Alphabet (NASDAQ: GOOGL), making it Berkshire's tenth-largest holding and its third Magnificent Seven stock. At quarter-end, Berkshire's Alphabet position was about twice the size of its stake in Amazon.com (NASDAQ: AMZN). The purchase is a clear vote of confidence for Alphabet: shares rose roughly 3% in after-hours trading on Nov. 14 after the filing. The firm didn't disclose its rationale, but several factors likely influenced the decision. Alphabet's artificial intelligence strategy appears to be working — growth is accelerating across Search, YouTube ads, subscriptions and Google Cloud. The resolution of Alphabet's antitrust lawsuit also removed a major overhang: the company will not have to divest its Chrome browser or Android operating system, an outcome that lifted shares about 9% on Sept. 3. It's plausible Berkshire saw this mix of accelerating growth and reduced regulatory risk and chose to take a sizable position. Smaller Moves Across Financials and Consumer Stocks It was a relatively quiet quarter in terms of the number of changes: Berkshire made 12 allocation moves in Q3, versus 18 in Q2 and 15 in Q1. Notable adjustments included trimming its stake in Bank of America (NYSE: BAC) by about 6%, increasing its position in Domino's Pizza (NASDAQ: DPZ) by roughly 13%, and selling out of D.R. Horton (NYSE: DHI) entirely — a stake Berkshire had only initiated in Q2. D.R. Horton shares were up as much as 43% in Q3, suggesting Berkshire likely took profits; since that peak the stock is down about 22%. Berkshire's Stock Portfolio Moves up to $267 Billion Berkshire's public equity portfolio finished Q3 valued at $267.3 billion, up about 3.8% from Q2. That figure doesn't reveal the firm's realized returns, since 13F filings don't show transaction prices, but it suggests Berkshire may have increased or at least maintained its allocation to stocks — a modestly bullish signal for the broader market as Buffett's retirement nears. The latest 13F indicates the firm remains confident in select technology and consumer-facing names while trimming more legacy positions in areas such as banking and real estate. With Buffett's 2025 exit approaching, investors will be watching how the conglomerate positions itself for a post-Buffett era.
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