Berkshire Hathaway's Major Portfolio Shake-Up Under New CEO
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 hour ago
0mins
Source: Yahoo Finance
- Portfolio Restructuring: Under new CEO Greg Abel, Berkshire Hathaway has undergone its most active trading quarter, completely exiting several companies while increasing stakes in others, indicating a focus on high-conviction holdings that may influence future investment strategies.
- Strong Performance of Apple: As Berkshire Hathaway's largest holding, Apple (AAPL) continues to generate robust cash flow and profits while partnering with Google on the next generation of Siri, making it a focal point for investors looking for growth potential in the tech sector.
- Challenges for Moody's: Despite Moody's (MCO) established position in credit ratings, the rise of AI has pressured its stock, which has fallen about 35% from its peak, currently trading at a P/E ratio of 31, while analysts project an 11% annual earnings growth over the next three to five years.
- Stability of Coca-Cola: Coca-Cola (KO), the only
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Analyst Views on AAPL
Wall Street analysts forecast AAPL stock price to rise
27 Analyst Rating
17 Buy
9 Hold
1 Sell
Moderate Buy
Current: 304.990
Low
239.00
Averages
306.89
High
350.00
Current: 304.990
Low
239.00
Averages
306.89
High
350.00
About AAPL
Apple Inc. designs, manufactures and markets smartphones, personal computers, tablets, wearables and accessories, and sells a variety of related services. Its product categories include iPhone, Mac, iPad, Wearables, Home and Accessories. Its services include advertising, AppleCare, cloud services, digital content, and payment services. The Company operates various platforms, including the App Store, that allow customers to discover and download applications and digital content, such as books, music, video, games and podcasts. It also offers digital content through subscription-based services, including Apple Arcade, Apple Fitness+, Apple Music, Apple News+, and Apple TV+. Its wearables include smartwatches, wireless headphones, and spatial computers. Its products include iPhone 16 Pro, iPhone 16, iPhone 15, iPhone 14, iPhone SE, MacBook Air, MacBook Pro, iMac, Mac mini, Mac Studio, Mac Pro, iPad Pro, iPad Air, AirPods, AirPods Pro, AirPods Max, Apple TV, Apple Vision Pro and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Berkshire Hathaway's Major Portfolio Shake-Up Under New CEO
- Portfolio Restructuring: Berkshire Hathaway, under new CEO Greg Abel, has undergone its most active trading quarter in recent memory, completely selling out of several companies and increasing stakes in others, reflecting a thorough review of holdings and a strategic focus on high-conviction investments.
- Strong Performance of Apple: Apple (AAPL), as Berkshire's largest holding, continues to show robust cash flow and profit growth despite not heavily investing in AI, and its partnership with Google on the next generation of Siri indicates a solid market position, making it a likely choice for investors moving forward.
- Attractive Valuation of Moody's: Moody's (MCO) shares have fallen about 35% from their peak, now trading at a price-to-earnings ratio of 31, the lowest since early 2023, with analysts projecting an 11% annual earnings growth over the next three to five years, potentially presenting a classic buy-the-dip opportunity.
- Coca-Cola's Dividend King Status: Coca-Cola (KO), the only Dividend King on the list with over 50 consecutive years of dividend increases, currently offers a 2.6% yield, and while its valuation is somewhat high, the consistent dividend growth makes it a strong candidate for long-term investment.
See More
New CEO Greg Abel Reshapes Berkshire Hathaway's Portfolio
- Portfolio Restructuring: New CEO Greg Abel swiftly reshaped Berkshire Hathaway's portfolio in Q1 by completely exiting several stocks and increasing positions in others, demonstrating a strong confidence in the company's future and a commitment to strategic realignment.
- Apple's Strong Performance: Apple (AAPL), as Berkshire's top holding, remains a preferred choice for long-term investors due to its robust cash flow and profit growth, despite not heavily investing in artificial intelligence, with expectations for continued growth in the future.
- Moody's Rating Pressure: Moody's (MCO) shares have fallen about 35% from their peak, trading at a P/E ratio of 31, and while facing uncertainties from AI, analysts project an 11% annual earnings growth over the next three to five years, potentially marking a buying opportunity.
- Growth Potential of Google and American Express: Alphabet (GOOGL) increased its share in Berkshire's portfolio to 6.8%, with expected earnings growth of over 16% annually in the next three to five years; meanwhile, American Express (AXP) is projected to grow earnings nearly 14% annually, supported by its strong financial ecosystem and appeal to younger consumers.
See More
Berkshire Hathaway's Major Portfolio Shake-Up Under New CEO
- Portfolio Restructuring: Under new CEO Greg Abel, Berkshire Hathaway has undergone its most active trading quarter, completely exiting several companies while increasing stakes in others, indicating a focus on high-conviction holdings that may influence future investment strategies.
- Strong Performance of Apple: As Berkshire Hathaway's largest holding, Apple (AAPL) continues to generate robust cash flow and profits while partnering with Google on the next generation of Siri, making it a focal point for investors looking for growth potential in the tech sector.
- Challenges for Moody's: Despite Moody's (MCO) established position in credit ratings, the rise of AI has pressured its stock, which has fallen about 35% from its peak, currently trading at a P/E ratio of 31, while analysts project an 11% annual earnings growth over the next three to five years.
- Stability of Coca-Cola: Coca-Cola (KO), the only
See More
Intel's Stock Surges 225% Amid Strong Demand and Growth Prospects
- Stock Surge: Intel's stock has skyrocketed nearly 225% in 2026, primarily driven by improved financial performance and increased influence in the AI chip sector, reflecting market optimism about its future growth prospects.
- Profitability Boost: The company reported a 7% year-over-year revenue increase to $13.6 billion in Q1, with non-GAAP earnings per share of $0.29, significantly exceeding analysts' expectations of $0.01, indicating strong performance in its data center and AI segments that will continue to drive earnings growth.
- Strong Customer Demand: Intel's data center and AI business achieved a 22% year-over-year growth in Q1, reaching $5.1 billion, and the company is focused on increasing production capacity to meet rising market demand, particularly for server CPUs.
- Foundry Business Expansion: Intel is set to manufacture chips for Apple, with its advanced 18A process yield improving by 7% to 8% monthly, which will lower production costs and enhance profitability, further solidifying its position in the foundry market.
See More
Intel Stock Outlook Amidst Growth Catalysts
- Stock Surge Context: Intel's stock has surged nearly 225% in 2026, leading to a staggering P/E ratio of 904, significantly higher than the 615 ratio at the end of 2025, although analysts express caution about a potential 25% decline in the future.
- Strong Financial Performance: In Q1, Intel reported a 7% year-over-year revenue increase to $13.6 billion, with non-GAAP earnings per share of $0.29, far exceeding the analysts' expectation of $0.01, indicating a sustained improvement in profitability.
- DCAI Segment Growth: Intel's data center and AI segment achieved a 22% year-over-year growth in Q1, reaching $5.1 billion, with strong demand prompting the company to ramp up production to meet the market's need for server CPUs.
- Optimistic Foundry Outlook: Intel is set to manufacture chips for Apple, and with the yield of its advanced 18A process improving by 7% to 8% monthly, the foundry business is expected to continue growing, further enhancing the company's profitability.
See More
Berkshire's AI Investments Post-Buffett Transition
- Buffett's Investment Legacy: Warren Buffett led Berkshire Hathaway from 1965 to 2025, growing its market value to $1 trillion and portfolio to $330 billion, achieving a 19.7% annual return, which means a $500 investment in 1965 would be worth $24.2 million by 2025, showcasing the success of his long-term investment strategy.
- Alphabet's AI Utilization: Berkshire first bought Alphabet stock in Q3 2025 and nearly tripled its position in Q1 2026, as Alphabet leverages AI to enhance Google Search user experience, generating $60.4 billion in revenue in Q1, a 19% year-over-year increase, indicating strong growth momentum.
- Coca-Cola's Tech Investment: Coca-Cola committed to investing $1.1 billion in Microsoft's Azure cloud platform over five years, using AI to process customer data for new product designs, which yielded $816 million in dividends for Berkshire last year, demonstrating its ongoing competitiveness in the beverage industry.
- Apple's AI Potential: Apple, Berkshire's largest holding at 20.7%, integrates specialized AI chips in its latest devices, potentially becoming a major gateway for AI consumers, and despite selling about three-quarters of its stake in 2024 and 2025, Berkshire remains optimistic about future investments.
See More
Berkshire Hathaway's Major Portfolio Shake-Up Under New CEO
- Portfolio Restructuring: Berkshire Hathaway, under new CEO Greg Abel, has undergone its most active trading quarter in recent memory, completely selling out of several companies and increasing stakes in others, reflecting a thorough review of holdings and a strategic focus on high-conviction investments.
- Strong Performance of Apple: Apple (AAPL), as Berkshire's largest holding, continues to show robust cash flow and profit growth despite not heavily investing in AI, and its partnership with Google on the next generation of Siri indicates a solid market position, making it a likely choice for investors moving forward.
- Attractive Valuation of Moody's: Moody's (MCO) shares have fallen about 35% from their peak, now trading at a price-to-earnings ratio of 31, the lowest since early 2023, with analysts projecting an 11% annual earnings growth over the next three to five years, potentially presenting a classic buy-the-dip opportunity.
- Coca-Cola's Dividend King Status: Coca-Cola (KO), the only Dividend King on the list with over 50 consecutive years of dividend increases, currently offers a 2.6% yield, and while its valuation is somewhat high, the consistent dividend growth makes it a strong candidate for long-term investment.
See More
New CEO Greg Abel Reshapes Berkshire Hathaway's Portfolio
- Portfolio Restructuring: New CEO Greg Abel swiftly reshaped Berkshire Hathaway's portfolio in Q1 by completely exiting several stocks and increasing positions in others, demonstrating a strong confidence in the company's future and a commitment to strategic realignment.
- Apple's Strong Performance: Apple (AAPL), as Berkshire's top holding, remains a preferred choice for long-term investors due to its robust cash flow and profit growth, despite not heavily investing in artificial intelligence, with expectations for continued growth in the future.
- Moody's Rating Pressure: Moody's (MCO) shares have fallen about 35% from their peak, trading at a P/E ratio of 31, and while facing uncertainties from AI, analysts project an 11% annual earnings growth over the next three to five years, potentially marking a buying opportunity.
- Growth Potential of Google and American Express: Alphabet (GOOGL) increased its share in Berkshire's portfolio to 6.8%, with expected earnings growth of over 16% annually in the next three to five years; meanwhile, American Express (AXP) is projected to grow earnings nearly 14% annually, supported by its strong financial ecosystem and appeal to younger consumers.
See More
Berkshire Hathaway's Major Portfolio Shake-Up Under New CEO
- Portfolio Restructuring: Under new CEO Greg Abel, Berkshire Hathaway has undergone its most active trading quarter, completely exiting several companies while increasing stakes in others, indicating a focus on high-conviction holdings that may influence future investment strategies.
- Strong Performance of Apple: As Berkshire Hathaway's largest holding, Apple (AAPL) continues to generate robust cash flow and profits while partnering with Google on the next generation of Siri, making it a focal point for investors looking for growth potential in the tech sector.
- Challenges for Moody's: Despite Moody's (MCO) established position in credit ratings, the rise of AI has pressured its stock, which has fallen about 35% from its peak, currently trading at a P/E ratio of 31, while analysts project an 11% annual earnings growth over the next three to five years.
- Stability of Coca-Cola: Coca-Cola (KO), the only
See More
Intel's Stock Surges 225% Amid Strong Demand and Growth Prospects
- Stock Surge: Intel's stock has skyrocketed nearly 225% in 2026, primarily driven by improved financial performance and increased influence in the AI chip sector, reflecting market optimism about its future growth prospects.
- Profitability Boost: The company reported a 7% year-over-year revenue increase to $13.6 billion in Q1, with non-GAAP earnings per share of $0.29, significantly exceeding analysts' expectations of $0.01, indicating strong performance in its data center and AI segments that will continue to drive earnings growth.
- Strong Customer Demand: Intel's data center and AI business achieved a 22% year-over-year growth in Q1, reaching $5.1 billion, and the company is focused on increasing production capacity to meet rising market demand, particularly for server CPUs.
- Foundry Business Expansion: Intel is set to manufacture chips for Apple, with its advanced 18A process yield improving by 7% to 8% monthly, which will lower production costs and enhance profitability, further solidifying its position in the foundry market.
See More
Intel Stock Outlook Amidst Growth Catalysts
- Stock Surge Context: Intel's stock has surged nearly 225% in 2026, leading to a staggering P/E ratio of 904, significantly higher than the 615 ratio at the end of 2025, although analysts express caution about a potential 25% decline in the future.
- Strong Financial Performance: In Q1, Intel reported a 7% year-over-year revenue increase to $13.6 billion, with non-GAAP earnings per share of $0.29, far exceeding the analysts' expectation of $0.01, indicating a sustained improvement in profitability.
- DCAI Segment Growth: Intel's data center and AI segment achieved a 22% year-over-year growth in Q1, reaching $5.1 billion, with strong demand prompting the company to ramp up production to meet the market's need for server CPUs.
- Optimistic Foundry Outlook: Intel is set to manufacture chips for Apple, and with the yield of its advanced 18A process improving by 7% to 8% monthly, the foundry business is expected to continue growing, further enhancing the company's profitability.
See More
Berkshire's AI Investments Post-Buffett Transition
- Buffett's Investment Legacy: Warren Buffett led Berkshire Hathaway from 1965 to 2025, growing its market value to $1 trillion and portfolio to $330 billion, achieving a 19.7% annual return, which means a $500 investment in 1965 would be worth $24.2 million by 2025, showcasing the success of his long-term investment strategy.
- Alphabet's AI Utilization: Berkshire first bought Alphabet stock in Q3 2025 and nearly tripled its position in Q1 2026, as Alphabet leverages AI to enhance Google Search user experience, generating $60.4 billion in revenue in Q1, a 19% year-over-year increase, indicating strong growth momentum.
- Coca-Cola's Tech Investment: Coca-Cola committed to investing $1.1 billion in Microsoft's Azure cloud platform over five years, using AI to process customer data for new product designs, which yielded $816 million in dividends for Berkshire last year, demonstrating its ongoing competitiveness in the beverage industry.
- Apple's AI Potential: Apple, Berkshire's largest holding at 20.7%, integrates specialized AI chips in its latest devices, potentially becoming a major gateway for AI consumers, and despite selling about three-quarters of its stake in 2024 and 2025, Berkshire remains optimistic about future investments.
See More
