Buffett's Final Moves? Berkshire Hathaway Trimmed Apple Stake, Buys New York Times Stock

On February 17, 2026, a move interpreted as Buffett’s final CEO moves was detected. Reducing Apple stock, a long-standing core investment of Berkshire Hathaway, and simultaneously purchasing New York Times stock has sparked considerable speculation. This decision is believed to reflect a deep consideration of Berkshire Hathaway’s future portfolio, going beyond a simple shift in investment strategy. According to CNBC and Time, this decision is being viewed as a sensitive response to market changes and a strategic choice aligning with a new era.

Berkshire Hathaway’s Strategic Shift: Apple Reduction and New York Times Acquisition

Berkshire Hathaway’s decision carries more than just the meaning of portfolio adjustment. The reduction of Apple stock can be interpreted as reflecting Berkshire Hathaway’s concerns about the future growth potential of Apple, alongside the slowdown in the technology industry’s growth. Considering the timing of 2026, the speed of change in the technology industry is accelerating, making this decision a considered judgment. According to CNBC reports, the decline in Apple’s stock price reflects Berkshire Hathaway’s caution regarding market volatility while also demonstrating a desire to seek new investment opportunities.

The Allure of the New York Times: Harmony of Tradition and Digitalization

Conversely, the acquisition of New York Times stock clearly demonstrates Berkshire Hathaway’s strategic shift. The New York Times is characterized by successfully securing new growth drivers through its digital platform, despite the challenges faced by traditional media companies. According to Time, the New York Times has successfully built a subscription model and this provides Berkshire Hathaway with stable revenue and an opportunity to expand investments in the information and content industry. The brand value and influence of the New York Times are expected to generate positive synergy for Berkshire Hathaway’s portfolio.

Market Analysis: Changes in the Technology Industry and Restructuring of the Media Industry

Currently, the market situation is characterized by the slowdown in the technology industry and the acceleration of the digital transformation of the media industry. In this context, Berkshire Hathaway is expanding investments in industries with greater growth potential, moving away from traditional investment areas. The acquisition of the New York Times stock can be interpreted as part of this strategic shift and is considered an important step for Berkshire Hathaway to secure future growth drivers. FireMarkets data analysis shows that the digital transformation of the media industry is further highlighting the importance of subscription models, alongside a decline in advertising revenue, which supports the growth potential of the New York Times.