Greg Abel Keeps 34.7% of Berkshire Portfolio in Apple and Alphabet AI Bets
Updated
Updated · Yahoo Finance · Aug 18
Greg Abel Keeps 34.7% of Berkshire Portfolio in Apple and Alphabet AI Bets
3 articles · Updated · Yahoo Finance · Aug 18
Summary
Apple and Alphabet now make up 34.7% of Berkshire Hathaway’s portfolio under Greg Abel, signaling continuity after Warren Buffett stepped down at the start of 2026.
22.04% sits in Apple alone, still Berkshire’s biggest holding even after earlier trims, as Abel largely sticks with Buffett’s preference for dominant, cash-generating businesses.
Apple’s appeal rests on its sticky ecosystem, recurring iPhone upgrades and more than 2.5 billion active devices, which give it a large base for rolling out AI features quickly.
That AI push and Apple’s expanding high-margin services business are central to the bullish case, though the stock recently dipped after weak guidance tied partly to supply constraints.