Berkshire Hathaway, under the leadership of Warren Buffett, reported a strategic shift in its investment portfolio in the latest quarterly filing to the U.S. Securities and Exchange Commission (SEC). During the last quarter of 2025, the conglomerate reduced its holdings in Apple and Amazon, which underscores a significant change as Buffett gears up to pass the reins of leadership to his successor, Greg Abel. This quarter not only marks the end of Buffett's tenure as CEO but also aligns with a broader market strategy of diversifying equity holdings.

In a notable execution of this strategy, Berkshire Hathaway sold 10.3 million shares of Apple, continuing a trend of decreasing its stake in the iPhone manufacturer for three consecutive quarters. As noted by CNBC, this decision reflects a calculated pivot towards other technology investments, particularly Alphabet, the parent company of Google, which is considered part of the influential 'Magnificent Seven' technology stocks. This move indicates a deliberate effort to mitigate reliance on any single technology entity amid evolving market conditions.

These adjustments come at a pivotal time for Berkshire Hathaway, as Buffett hands over the leadership to Abel early this year. Investors and market analysts will be closely observing how these changes affect the conglomerate's future strategies and performance. The introduction of a stake in The New York Times suggests a varying focus beyond purely technology-driven companies, potentially revealing Buffett's interest in media as a growth sector in the coming years, although it remains to be seen how this will play out in the broader investment landscape.