Adria Cimino, The Motley Fool

Sun, May 25, 2025, 1:10 PM6 min read

• Warren Buffett isn't known for his technology investments, but he will make an exception for particularly interesting players.

• He's held these two for years, and one is even his biggest position.

• 10 stocks we like better than Apple ›

Four times every year, we get a fantastic opportunity to take a peek inside top investor Warren Buffett's portfolio to see which stocks he's recently bought or sold. At the same time, we can examine which stocks have been around for a while and could be considered key positions for the billionaire.

This moment happens as managers of more than $100 million in U.S. securities are required to file Form 13F, detailing their latest moves, to the Securities and Exchange Commission. It happens quarterly, this past May 15 being the latest deadline for first-quarter trades. Here, we can see that Buffett, as chairman of Berkshire Hathaway, continued to maintain his position in two top artificial intelligence (AI) stocks. In fact, together, they make up more than 26% of his $258 billion portfolio.

Buffett isn't known for investing in technology, but he and his managers have made exceptions for certain incredible businesses with strong competitive positions. Of course, in true Buffett style, he's always gotten in on these players when they've traded for reasonable prices. Let's check out these two AI leaders that Buffett loves and consider whether they're still buys today.

Warren Buffett bought Apple (NASDAQ: AAPL) shares in the first quarter of 2016 and progressively added to his position until it became his very biggest. In fact, even after Buffett sold shares of the company last year, it remains his largest holding. Comments he's made throughout the years suggest Apple and its CEO, Tim Cook, remain near and dear to his heart.

During the recent Berkshire Hathaway shareholder meeting, Buffett even thanked Cook for the performance he's driven at Apple. Buffett said the late Apple co-founder Steve Jobs "really made the right decision" when choosing Cook to take over.

Apple clearly has something Buffett cherishes: a solid moat or competitive advantage. This takes the form of Apple's brand, which is so strong that customers wait eagerly for the next product update and won't switch from the company's flagship product, the iPhone, even though other brands are cheaper.

Now, Apple is infusing its products with AI in the form of Apple Intelligence. Apple wasn't first to the AI market, instead preferring to take its time to develop tools suited to its style. Apple Intelligence's very own foundation models power features that can make a difference in users' daily lives -- from writing tools to a smooth connection to ChatGPT. Requests are processed either on-device or in the cloud, but in both cases, the focus is on something very important to Apple: privacy.