🔍 Berkshire trims Apple 49%; Citadel adds 2.1M Tesla shares in Feb filings
Published Mar 13, 2026
Berkshire Hathaway reduced its Apple holdings by 49% in the quarter ending February 2026, selling approximately 200 million shares and lowering its stake to $84 billion — marking the conglomerate's largest single-quarter trim of its top equity position since establishing the position in 2016. The disclosure, filed in Berkshire's 13F-HR yesterday, comes as Citadel Advisors moved in the opposite direction on high-profile tech exposure, adding 2.1 million Tesla shares valued at $680 million, a new position representing roughly 1.8% of the fund's disclosed equity portfolio. These opposing moves on mega-cap technology names highlight diverging portfolio construction strategies among institutional managers during a quarter that saw the S&P 500 technology sector gain 12%, though 13F filings reflect positions as of 45 days prior and do not capture intra-quarter trading or the reasoning behind position changes. Notably absent from this month's institutional activity: significant new healthcare or financial sector positions, sectors that drew concentrated buying in Q4 2025.