Warren Buffett said he remains comfortable with Apple as Berkshire Hathaway’s largest stock holding, even after the conglomerate cut back its position in recent years. In a recent CNBC interview, the 95-year-old investor said Berkshire could buy more Apple shares if the price ever fell far enough, but not at today’s levels.
Buffett said, “I'm very happy to have it be our largest holding.” He added that “It's not impossible that Apple would get to a price, we would buy a lot of it,” but “not in this market.”
The comments matter because Apple has been one of Berkshire’s defining bets for more than a decade. At one point, the iPhone maker accounted for roughly 40% of Berkshire’s huge equity portfolio. Berkshire has since sold a significant portion of that stake, yet Apple still represented 23% of the company’s stock portfolio at the end of 2025, according to the figures provided.
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Greg Abel, in a recent letter to shareholders, said Berkshire plans to retain its current Apple position. That stance sits alongside Berkshire’s broader trading pattern: it has been selling more stock than it has been buying, while building a pile of cash and short-term bonds worth more than $370 billion.
The contrast is striking. Berkshire had not been repurchasing its own stock until very recently, and Buffett has often treated the market as expensive when the Buffett indicator rises above 100%. That measure recently hit 211%, while the Shiller CAPE ratio has also been well above its 10-year average.
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Buffett’s remarks suggest Berkshire is still willing to hold Apple as a core asset, but not eager to chase it higher. For investors watching aapl stock, the message is less about a new purchase than about how the company’s most famous shareholder is viewing valuation now: patient, selective and still waiting for a better price.
