Warren Buffett has opened a new position in Google parent company Alphabet (GOOGL) even as he continues to sell his stake in consumer electronics giant Apple (AAPL).
Berkshire Hathaway (BRK.A / BRK.B), the holding company of the famed investor, purchased 17.8 million Class A shares of Alphabet worth $4.9 billion U.S. currently.
Alphabet is now the 10th largest position in Berkshire Hathaway’s massive equity portfolio that’s worth nearly $310 billion U.S.
The Alphabet position was opened in this year’s third quarter at a time when an anti-trust case against the company was resolved and the stock rallied higher.
So far in 2025, GOOGL stock is up 46%, with most of those gains coming since July 1.
Alphabet was the only new position opened by Berkshire Hathaway in the third quarter, with the company a net seller of stocks for a 12th consecutive quarter.
The biggest selling continues to be in Berkshire’s Apple position, which was reduced a further 15%, or by $10.6 billion U.S., during Q3 of this year.
Berkshire Hathaway’s Apple position is now down 74% since Buffett began selling the shares two years ago.
However, Apple remains Berkshire’s largest equity position at $64.9 billion U.S., comprising 21% of the portfolio’s current value.
Other stocks sold by Buffett during the quarter include Bank of America (BAC) and internet domain registry VeriSign (VRSN).
Buffett completely exited his position in U.S. homebuilder D.R. Horton (DHI) during Q3.
In all, Berkshire Hathaway bought $6.4 billion U.S. of stocks and sold $12.5 billion U.S. between July and September. The company’s cash pile has now grown to a record $381.7 billion U.S.
Berkshire Hathaway’s more affordable Class B stock is up 13% this year and trading at $508.94 U.S. per share.
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