"Buffett isn't known for buying a ton of technology stocks, though Berkshire Hathaway's portfolio has a sizable position in Apple ( NASDAQ:AAPL) stock. On the other hand, Buffett's company recently reduced its stake in Apple stock. Interestingly, Berkshire Hathaway's Form 13-F filing for the third quarter of 2025 indicates that Buffett's company acquired 17.85 million Alphabet ( NASDAQ:GOOGL) Class A shares. Why would Berkshire buy so many shares of the Google parent company, though?"
"Back in 2019, Buffett acknowledged that advertising with Google produced "results" for GEICO (which Berkshire Hathaway had invested in). Furthermore, Buffett "saw" that Berkshire's association with Google "was working for us." Fast-forward to 2025 and 2026, and Alphabet's Google continues to "work for" many clients. Impressively, Google's advertising revenue expanded to $74.182 billion 2025's third quarter, versus $65.854 billion in the year-earlier quarter."
Warren Buffett transferred the Berkshire Hathaway CEO role to Greg Abel while maintaining status as a world-class value investor and leaving Berkshire's portfolio stocked with Buffett-influenced holdings. A $3,000 allocation can be split into $1,000 investments across three prominent Berkshire portfolio stocks. Berkshire's Q3 2025 Form 13-F shows acquisition of 17.85 million Alphabet Class A shares. Buffett previously noted that Google advertising produced results for GEICO and that the Berkshire–Google association was working. Alphabet reported strong performance: Q3 2025 advertising revenue rose to $74.182 billion, total revenue grew 16% to $102.346 billion, and net income increased 33% to $34.979 billion.
Read at 24/7 Wall St.
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