Quick Read – Greg Abel slashed Berkshire’s portfolio to 26 stocks in Q1 and acquired homebuilder Taylor Morrison for $6.8B at a 24% premium. – Apple (AAPL) and American Express (AXP) anchor Berkshire’s top four holdings, combining for 36% of the portfolio with Buy ratings and…
00 price targets. – Coca-Cola (KO) and Bank of America (BAC) complete Berkshire’s core four, each rated Buy and paying dividend yields above 2%. – Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Apple didn’t make the cut. Grab the names FREE today
Warren Buffett stepped down as CEO of Berkshire Hathaway (NYSE: BRK-B) on December 31, 2025, after six decades leading the conglomerate he transformed from a struggling textile mill into a $1 trillion empire. The “Oracle of Omaha” left his successor, Greg Abel, with a very concentrated portfolio: 70% of Berkshire’s $381 billion portfolio is invested in just seven stocks. Abel, who has served as vice chair overseeing non-insurance operations, officially took over as CEO on January 1, 2026.
At 95 years old, Buffett isn’t fully retiring—he will remain chair of the board and plans to continue coming to the Omaha headquarters as much as before. However, he has stated he will be “going quiet” and leaving all decision-making to Abel. One thing is for sure: the new CEO got to work in the first quarter, and 16 companies were eliminated, leaving just 26 stocks in the Berkshire Hathaway portfolio.