🚨 BUFFETT WAS DUMPING STOCKS — AND THIS IS NOT HOW A BULLISH INVESTOR ACTS
In Warren Buffett’s final quarter as CEO, Berkshire Hathaway was quietly SELLING stocks — not buying the dip.
📄 Q4 2025 13F filing reveals cuts across 9 positions, including some of Berkshire’s most iconic long-term bets:
• Amazon: ~7.7M shares SOLD (-77%)
• Apple: ~10M shares SOLD (-4%)
• Bank of America: ~50.7M shares SOLD (-9%)
And this wasn’t a one-off.
📉 Zoom out and the signal gets LOUDER
• Apple stake cut ~75% since late 2023
• BofA stake cut ~50% since mid-2024
• Q4 alone: $6B sold vs $3B bought → net -$3B
• 13 consecutive quarters as a net seller (since Q4 2022)
• Total net equities sold: ~$187 BILLION
This is not fear.
This is not panic.
This is positioning.
Buffett doesn’t sell because he’s emotional.
He sells because risk has shifted.
🔥 The real question isn’t what he sold…
🔥 It’s why now.
Different players.
Same market.
Very different message.