Apple Remains Berkshire Hathaway's Top Holding with Strong Earnings and Leadership Transition

Apple remains Berkshire Hathaway's top holding, demonstrating its continued confidence in the tech giant's growth and strategic position. The company reported consistent earnings growth for fiscal Q3 2026, with a revenue increase of 16% year-over-year to $109.42 billion. Apple's strong iMac sales contributed to this growth, as did its gross margin of 50.07%, which outperformed peers.

Despite short-term margin pressures from rising input costs and currency fluctuations, Apple's outlook remains positive due to its combination of earnings growth and aggressive share buybacks. Envision Research, a firm that manages private investment communities focused on long-term growth and income strategies, shares this view, highlighting Apple's strong potential.

John Ternus has been confirmed as the new CEO of Apple, succeeding Tim Cook in this role. Expectations are that he will maintain Apple's strong earnings and shareholder returns, which is likely to continue the company's position as Berkshire Hathaway's top holding.