Berkshire Hathaway’s Strategic Moves with Apple: A Deep Dive

At its peak, Apple comprised over 50% of Berkshire’s public equity portfolio, with an astonishing ownership of more than 900 million shares. Current holdings now stand at 280 million shares, a drastic reduction in light of recent divestment activities that commenced in the fourth quarter of 2023. Although Apple remains the largest asset in Berkshire’s investment portfolio, accounting for approximately 21.4%, the rapid contraction in shares raises pertinent questions regarding the rationale behind this strategy.








