Before Retiring, Warren Buffett Dumped 77% of Berkshire's Stake in Amazon and Opened a New Position in a Stock That Has Become a Digital Media Juggernaut
The Motley Fool
by newsfeedback@fool.com (Bram Berkowitz)February 24, 2026
AI-Generated Deep Dive Summary
Warren Buffett’s final days as CEO of Berkshire Hathaway have seen significant changes in the company’s investment portfolio. In the fourth quarter of 2025, Berkshire disclosed its equity holdings, revealing a major shift in its stock positions. Notably, the company sold off 77% of its stake in Amazon, a move that has left investors curious about Buffett’s strategic thinking. At the same time, Berkshire opened a new position in a digital media company that has emerged as a major player in the industry. This decision highlights a potential shift in Buffett’s investment focus.
The timing of these moves is particularly significant, as they may represent one of the last glimpses into Buffett’s direct influence over Berkshire’s investments. Given his impending retirement from the CEO role, investors are eager to understand how this strategic pivot aligns with his long-term vision for the company. The sale of such a substantial portion of Amazon shares raises questions about whether Buffett has lost confidence in the tech giant or is simply rebalancing his portfolio.
Buffett’s decision to invest in a digital media juggernaut suggests he remains focused on identifying companies with strong growth potential, even as he scales back on other holdings. This new position could signal an increased emphasis on sectors poised for long-term growth, such as digital transformation and media convergence. For investors, this shift underscores the importance of staying attuned to changes in Berkshire’s portfolio, which has historically served as a barometer for market trends.
This development also highlights the broader implications of Buffett’s departure from day-to-day management. While he will retain his role as chairman, his reduced involvement may lead to a gradual change in how Berkshire approaches investments. For finance enthusiasts and market analysts, tracking these changes will be crucial in understanding the future direction of one of the world’s most influential investment companies.
Ultimately, Buffett’s decision to sell Amazon shares and invest in a digital media giant reflects both his seasoned judgment and the evolving landscape of investing. As he hands over the reins, the choices made during this final quarter may set the tone for Berkshire’s strategy under new leadership. For
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Originally published on The Motley Fool on 2/24/2026