Berkshire Buys $352M New York Times Stake, Trims Apple by 4%, Sells 77% Amazon
In Q4 2025, Berkshire Hathaway purchased 5.1 million New York Times shares for $352 million and trimmed its Apple stake by 4%. The firm sold 77% of its Amazon holdings while keeping its Google position intact in its final portfolio moves under Warren Buffett’s CEO tenure.
1. Final Portfolio Moves Under Buffett
In Q4 2025, these were the last major trades executed during Warren Buffett’s 60-year tenure as CEO. Greg Abel will assume the CEO role while Buffett transitions to Chairman, marking a leadership shift that coincides with substantial portfolio rebalancing.
2. New York Times Investment
Berkshire initiated a 5.1 million-share position in New York Times at a cost of approximately $352 million, representing about 0.13% of its equity holdings. Rising digital subscribers and advertising growth fueled confidence in the media firm’s digital transformation.
3. Trims in Tech Holdings
The firm reduced its Apple stake by 4% and sold 77% of its Amazon shares, lowering Amazon holdings to around 2.3 million shares while retaining its full position in Google. This divergence underscores a preference for Alphabet’s cloud and AI outlook over Amazon’s $200 billion CapEx guidance for 2026.