JUST IN: Berkshire Hathaway (led by Warren Buffett until Dec 31, 2025) disclosed in its latest 13F filing that it sold ~7.7 million Amazon shares in Q4 2025, slashing its stake by approximately 77% (from ~10 million to ~2.3 million shares).
The sold portion was worth roughly $1.7 billion (based on quarter-end/prices around the sale period; remaining stake now valued at ~$450-525M).
Despite the high-profile trim (part of broader reductions in tech holdings like Apple), $AMZN is showing resilience today, up ~1.2-2.6% in recent sessions/perps.
This follows Buffett's long-term pattern of paring tech exposure while adding elsewhere (e.g., new ~$352M stake in New York Times).
Market reaction has been muted/mixed as many see it as portfolio rebalancing rather than a bearish signal on Amazon's fundamentals (AWS growth, e-commerce dominance, etc.).
Thoughts? Is this a "sell the news" fade opportunity or just noise.