Warren Buffett's Investment Giant May Halt Apple Stock Sales Within Two Years

A new analysis suggests Berkshire Hathaway's ongoing reduction of its massive Apple stake may conclude by 2026, marking a potential shift in the legendary investor's strategy toward the tech giant.

The prediction, originating from financial analysis firm The Motley Fool, points to several factors that could lead Berkshire to stop selling Apple shares. These include the stock's continued strong performance, Apple's robust cash flow generation, and the conglomerate's evolving cash position requirements.

Understanding the Context of Berkshire's Position

Berkshire Hathaway, led by Warren Buffett and his investment team, began trimming its Apple position in recent quarters after years of accumulation. The sales have been relatively modest compared to Berkshire's overall holding, which remains one of the largest equity positions in its portfolio.

  • Berkshire first invested in Apple in 2016 and built a position worth over $150 billion at its peak
  • The company has sold approximately $20 billion worth of Apple shares in recent quarters
  • Apple still represents roughly 40% of Berkshire's equity portfolio despite the reductions

Financial observers note that the sales likely reflect portfolio rebalancing rather than a loss of confidence in Apple's long-term prospects. The prediction for 2026 suggests this rebalancing phase may be approaching completion.

Market Implications and Investor Sentiment

If Berkshire does halt its Apple sales in 2026, it could signal renewed confidence in the technology company's trajectory and potentially influence broader market sentiment toward Apple stock. The move would also free up Berkshire's capital for other investment opportunities while maintaining substantial exposure to one of the world's most valuable companies.

Market analysts will be watching Berkshire's quarterly filings closely for any changes in the pace of Apple share sales, as these could provide early indications of whether the 2026 prediction proves accurate.