Discover top-performing stock ideas and upgrade to a portfolio of market leaders with Smart Investor Picks
The answer is in, as Berkshire’s 13F filing on Friday made abundantly clear. With close to 228 million shares as of March 31, 2026, Apple comprises just over one-fifth of Berkshire’s holdings – its largest position.
Apple’s share price has been steadily moving upward, gaining some 10% year-to-date. For top investor Daniel Sparks, Berkshire’s move makes a lot of sense.
“Beyond the portfolio mechanics, Apple’s underlying fundamentals make Berkshire’s decision to leave the largest position alone look easy,” explains the 5-star investor, who is among the top 1% of stock pros covered by TipRanks.
Sparks believes that Apple’s business is “a long-term hold,” pointing to its recent quarterly earnings for validation. For one thing, the company just posted its best March quarter of all time, with revenue rising 17% year-over-year to reach $111.2 billion.
