What is the value of Berkshire Hathaway's investment portfolio?

Berkshire's portfolio is valued at approximately $351 billion.

Why are Apple and Amazon considered AI stocks?

Apple and Amazon are heavily investing in AI; Apple integrates it into its products, while Amazon offers AI through its AWS cloud services.

How has Berkshire's strategy changed under Greg Abel?

Under Abel, Berkshire has shifted toward investing in technology and AI stocks, unlike Buffett's era when the sector was largely avoided.

Greg Abel Puts 30% of Berkshire's Portfolio in 2 AI Stocks

Since becoming CEO of Berkshire Hathaway in January, Greg Abel has reshuffled the portfolio, allocating nearly 30% of the $351 billion holdings to Apple and Amazon, two stocks riding the AI wave.

July 16, 2026

2 min read

Source: Motley Fool

Key Numbers

portfolio value

351B

percentage in ai stocks

30%

Since taking over as CEO of Berkshire Hathaway (BRK-B) in January 2026, Greg Abel has made significant changes to the conglomerate's investment portfolio. According to recent reports, Abel now holds nearly 30% of Berkshire's $351 billion portfolio in just two stocks: Apple (AAPL) and Amazon (AMZN), both of which are benefiting from the artificial intelligence boom.

Details

Berkshire's latest filings show its stakes in Apple and Amazon are worth approximately $90 billion and $15 billion, respectively. This concentration reflects Abel's confidence in these companies' ability to lead the AI revolution.

Context

This shift comes as investors race to capitalize on AI opportunities. Apple is integrating AI into its products like the iPhone and Mac, while Amazon is heavily investing in AI through its AWS cloud services and Alexa assistant. Notably, Warren Buffett, the previous CEO, was known for avoiding tech stocks, but his successor appears more willing to embrace the sector.

What It Means for Investors

Berkshire's heavy concentration in just two stocks increases risk but also signals a strong bet on AI's future. This may prompt investors to reassess their own exposure to the technology sector, especially as demand for AI solutions continues to grow.

Frequently Asked Questions

Greg Abel focused on Apple (AAPL) and Amazon (AMZN), which together make up nearly 30% of the portfolio.

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This article was rewritten in Wrqti's editorial style based on information from the original source above. Content is informational only — not investment advice.