Despite a large, $7 billion increase in the size of the portfolio of Warren Buffett’s Berkshire Hathaway (NYSE: BRK.A, BRK.B), there were relatively few changes in share ownership.
Specifically, the most recent 13-F filing made by the company – filed on February 17, 2026, and covering the period that ended on December 31, 2025 – shows that the number of companies included increased from 41 to 42.
Warren Buffett opens new media stock position
Specifically, Warren Buffett completely cleared his holdings of Liberty Live Holdings Inc across three market categories, considering he previously owned Class A, Class B, and Class C stock of the company.
The total number of shares sold amounted to just under 19 million across the three classes, with a total reported value of $1.8 billion.
Simultaneously, ‘The Oracle of Omaha’ and his Berkshire Hathaway opened new positions in the New York Times Co (NYSE: NYT) with a purchase of 5 million shares, estimated at about $300 million.
Interestingly, after first selling his Liberty Live Holdings Inc, ‘The Oracle of Omaha’ reopened his position across the three stock classes with a total of, again, about 19 million shares.
The quarter – simultaneously Buffett’s final as CEO of Berkshire Hathaway – also featured several partial stock ownership changes.
Warren Buffett dumps Amazon stock
According to the February 17 filing, the now Berkshire Chairman increased his stake in Domino’s Pizza (NASDAQ: DPZ), Chubb (NYSE: CB), and Chevron (NYSE: CVX) by 12%, 9%, and 7%, respectively.
The billionaire investor also dropped the portfolio share in Amazon (NASDAQ: AMZN), Atlanta Braves (NASDAQ: BATRK), Aon (NYSE: AON), Pool Corporation (NASDAQ: POOL), Bank of America (NYSE: BAC), Liberty Latin America (NASDAQ: LILAK), Apple (NASDAQ: AAPL), Constellation Brands (NYSE: STZ), and Davita (NYSE: DVA).
The relative decreases in ownership ranged from 1% for DVA to an attention-grabbing 77% in AMZN. Indeed, Buffett sold a staggering 7.7 million Amazon shares with a reported value of nearly $1.7 billion.
These are Warren Buffett’s top stock holdings
Lastly, a mere six stocks account for more than 60% of the value of the portfolio despite it containing a total of 42 stocks. Specifically, Apple remains Warren Buffett’s biggest portfolio holding with almost 228 million shares representing 23% of the total.
Another Berkshire mainstay, American Express (NYSE: AXP), is a close second at 21% and 151.6 million shares valued at $56 billion on December 31, 2025.
Bank of America and Coca-Cola (NYSE: KO) account for 10% each of the Warren Buffett portfolio, with the former valued at $28.4 billion and the latter at $27.9 billion.
