Apple remains Berkshire’s single largest holding by market value. Buffett originally backed Apple because of its sticky ecosystem, consistent product refresh cycle, and disciplined capital returns. Since 2013, Apple has spent hundreds of billions of dollars on share repurchases, which lifted earnings per share and increased the ownership stake of remaining shareholders.
Apple now rolls out “Apple Intelligence” across iPhones, iPads, and Macs. These AI features upgrade Siri, summarize text, and support creative tasks such as custom emojis. The company hopes these tools will support renewed demand for core hardware after periods of slower unit growth.
Even so, Berkshire has reduced its Apple stake over the past two years and locked in large gains. That decision reflects weaker growth in hardware revenue and a richer valuation than when Berkshire first bought shares in 2016, not a complete loss of confidence in the business.
Amazon offers another AI and cloud angle inside Berkshire’s portfolio. Its US e-commerce platform captures a significant share of online retail, but the key profit engine sits in Amazon Web Services. AWS supplies cloud infrastructure and generative AI tools to companies worldwide and runs at a revenue pace of above $100 billion a year.
Alphabet adds a third major technology pillar. Berkshire initiated its position in the third quarter of 2025, buying tens of millions of Class A shares. The stake now represents a modest percentage of Berkshire’s portfolio but still marks a notable move for a firm that long avoided large commitments to technology.
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