BRK-B · News · 20261008N
Portfolio Reshaping Under Abel
BERKSHIRE HATHAWAY INC · 2026-10-08 · Importance 52 · Surprise 42 · In source text
Warren Buffett sold approximately 75% of Berkshire Hathaway’s Apple stake before Apple’s subsequent share-price increase. The reported opportunity cost could reach $112 billion based on Apple’s later appreciation. The portfolio decision occurred before Buffett retired on December 31 and transferred Berkshire’s CEO role to Greg Abel.
Key facts
- The Oracle of Omaha dumped 75% of Berkshire Hathaway's Apple stake before a huge run-up. source
- Warren Buffett's biggest mistake has now cost Berkshire Hathaway up to $112 billion. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| assets | negative | contingent | -0.7% | Warren Buffett's biggest mistake has now cost Berkshire Hathaway up to $112 billion. |
| assets | negative | contingent | — | The Oracle of Omaha dumped 75% of Berkshire Hathaway's Apple stake before a huge run-up. |
| cash | positive | contingent | — | The Oracle of Omaha dumped 75% of Berkshire Hathaway's Apple stake before a huge run-up. |