Quick overview

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Berkshire Hathaway announced that it had reduced its investment in Apple while acquiring a $4.3 billion share in Alphabet.

According to a regulatory filing submitted to the US Securities and Exchange Commission, the company sold nearly three-quarters of the more than 900 million shares it had previously owned, reducing its stake in Apple to 238.2 million shares from 280 million in the third quarter.

However, out of the conglomerate’s $283.2 billion equity portfolio, the $60.7 billion investment in Apple remains the largest stock holding

 

Berkshire Hathaway purchased an additional 17.85 million shares of Alphabet Inc. (GOOGL/GOOG),  estimated to be worth $4.3 billion on September 30, 2025. This is Berkshire’s first significant investment in the Google parent company, making it the tenth-largest US equity holding in the conglomerate’s $283.2 billion portfolio.

The action coincides with more extensive portfolio changes, such as a 6% reduction in Bank of America and an additional 15% reduction in its Apple stake (now 238.2 million shares valued at $60.7 billion). In Q3 2025, Berkshire sold $12.5 billion worth of stocks while purchasing $6.4 billion, increasing its cash reserves to a record $381.7 billion.

Alphabet, the parent company of Google, is now Berkshire’s tenth-largest US stock holding as a result of the investment. However, considering Buffett’s usual value-investing approach and dislike of tech firms over the years, this is a little unexpected.

Buffett and the late Vice Chairman Charlie Munger bemoaned not investing in Google earlier at Berkshire’s 2019 annual shareholder meeting. Buffett claimed that Google’s advertising strategy was similar to that of Berkshire’s Geico auto insurance division.

GOOGL (Class A shares with voting rights) and GOOG (Class C shares without) are the two tickers under which Alphabet trades.

Will GOOG Stock Break $300?

The buzz is focused on GOOG, which closed at $287.43 on November 12, 2025—a 1.48 percent decline that day. The stake is divided between the two.

Berkshire disclosures frequently serve as a trigger, causing stocks to rise 1-3 percent on the “Buffett effect” as investors pour in. On November 14 alone, GOOG increased by 1.7 percent in after-hours trading. If AI tailwinds continue and there are no significant headwinds, a 4-8 percent increase from current levels (~277-287) would be necessary to surpass $300 in the near future. A g. Google is subject to regulatory scrutiny.

Although Alphabet’s resilience is demonstrated by its $3.4 trillion market capitalization and 36.45 percent EBITDA margin, it reached a record high of $291.93 in October 2025.