Regulatory filings reveal that Warren Buffett’s Berkshire Hathaway has quietly acquired a stake, with regulators allowing certain confidentiality to keep these new investments under wraps. This strategy helps Berkshire manage volatility until the purchases are finalized, which makes sense given their recent activities. The last significant investment was in Chubb last year. With around $275 billion in stock holdings, Berkshire typically requires investments to be in the billions to significantly impact revenue.
In the first quarter, Berkshire reduced its bank holdings, completely exiting Citigroup and further selling shares of Bank of America. By the end of March, Berkshire had sold its entire stake in Citigroup, which was valued at over $1 billion in late 2024, having owned the shares since early 2022. They also cut their Bank of America holdings in the third quarter, now totaling more than $26 billion with approximately 631.6 million shares. Despite these sales, Bank of America remains Berkshire’s fourth-largest investment.
Additionally, Berkshire has increased its stake in Constellation Brands, raising its investment to about $2.2 billion. This company has faced pressure recently due to sudden tariffs on Mexican imports announced by President Trump, affecting their beer sales—which comprised 86% of revenue in the first half of the fiscal year. Stock prices have dipped around 14% this year.
Berkshire has maintained its significant investment in Apple, holding about 300 million shares, although Buffett notably sold two-thirds of his tech stocks last year. Apple remains Berkshire’s largest stake, valued at nearly $67 billion. After an impressive 60-year tenure, Buffett stepped down as Berkshire’s CEO in early 2026, passing the leadership to Greg Abel, though he continues to serve as chairman of the board.
