Move Over, Apple: Berkshire Hathaway Is on Track to Have a New No. 1 Holding Following Warren Buffett's Retirement
The Motley Fool
by newsfeedback@fool.com (Sean Williams)February 23, 2026
AI-Generated Deep Dive Summary
Berkshire Hathaway is on the brink of a significant change as Warren Buffett, the legendary investor who led the company for over five decades, has retired from his role as CEO. This shift marks a pivotal moment for the $319 billion investment portfolio, with Greg Abel now at the helm. While Abel has expressed a commitment to following many of Buffett’s investing principles, changes are inevitable, including potentially replacing Apple as Berkshire’s top holding after over three decades.
Buffett, who joined Berkshire in 1965 and transformed it into one of the world’s most valuable companies, made Apple his largest investment in 1991. Under his leadership, Apple has consistently been Berkshire’s No. 1 holding, a position that may soon change. This transition reflects both Buffett’s departure and Abel’s potential shifts in investment strategy. While Abel has vowed to maintain a long-term, value-oriented approach, he is likely to adapt the portfolio to align with his own investment philosophy.
The significance of this shift lies in its implications for Berkshire’s future direction. Buffett’s tenure was marked by an emphasis on undervalued companies with strong competitive advantages, and Apple fit that criteria perfectly. However, as Abel takes over, there may be a reevaluation of the portfolio, potentially leading to new investments that reflect his own priorities. This could have broader implications for the financial markets, as Berkshire is one of the largest and most influential investors in the world.
For readers interested in finance, this story highlights the evolution of a legendary
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Originally published on The Motley Fool on 2/23/2026