Berkshire Hathaway (BRK.A, BRK.B) released its first quarterly 13-F filing under new CEO Greg Abel on May 15, 2026, revealing that the conglomerate maintained its massive stake in Apple Inc. (AAPL). The filing, which covers the period ending March 31, 2026, showed no reduction in Berkshire's Apple holdings, which have been a cornerstone of the portfolio for years.
This decision marks a notable departure from the previous quarter under Warren Buffett, when Berkshire sold a significant portion of its Apple shares. According to the filing, Berkshire's Apple stake remained at approximately 400 million shares, valued at around $90 billion as of March 31, 2026. The move signals Abel's commitment to the tech giant, which has been a top performer for Berkshire.
In addition to Apple, the filing revealed other portfolio adjustments. Berkshire increased its stake in Sirius XM Holdings (SIRI) by 3.3 million shares, while reducing its position in Chevron (CVX) by 2.1 million shares. The conglomerate also added a new position in Ulta Beauty (ULTA), purchasing 1.2 million shares during the quarter.
Analysts view the Apple decision as a sign of stability under Abel's leadership. 'Greg Abel is signaling that he's not looking to make drastic changes to the portfolio,' said Cathy Seifert, a CFRA Research analyst. 'Apple remains a core holding, and this filing suggests continuity.'
Berkshire Hathaway's 13-F filing, which reflects U.S.-listed equity holdings as of the end of the quarter, did not include any major surprises beyond the Apple stake retention. The filing was released after market close on May 15, 2026.
