Skip to navigationSkip to main contentSkip to right columnADVERTISEMENTWill Healy, The Motley FoolSat, July 25, 2026 at 2:54 PM GMT+2 4 min readAlthough Warren Buffett no longer heads Berkshire Hathaway, its stock trades and positions continue to attract plenty of attention. At one time, nearly half of the conglomerate's massive stock portfolio consisted of its stake in Apple (NASDAQ: AAPL), and though it has sold a large number of shares, the iPhone maker remains its largest equity position.More recently, Berkshire has been adding to its position in Google parent Alphabet (NASDAQ: GOOGL) (NASDAQ: GOOG), even as the conglomerate continues to increase its liquidity by selling other companies' shares. Still, that position remains much smaller than its Apple holdings, and Buffett has publicly said he sold Apple "too soon." Despite that admission, Alphabet is likely the better buy among these two "Magnificent Seven" stocks right now, and here's why.Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »Image source: The Motley Fool.Apple now makes up around 21% of Berkshire's portfolio, significantly above the approximately 8% of the portfolio it now has invested in Alphabet.Moreover, investors have plenty of reasons to like Apple. For one, it has outperformed Alphabet so far in 2026 as a device upgrade cycle, particularly with the iPhone, has helped accelerate its revenue growth.AAPL data by YCharts.Nonetheless, Alphabet has delivered higher shareholder returns than Apple over the past one-year and five-year periods. Also, Berkshire Hathaway's most obvious indication as to whether it prefers Alphabet or Apple is its recent activity. Over the last year, it sold more than 52 million Apple shares, and that came after selling more than 600 million shares in prior quarters. That took its position down to around 228 million shares.In contrast, Berkshire had never traded Alphabet until the third quarter of 2025, when it made its first buy. It purchased more shares in 2026's first quarter, and then announced in June that it had invested $10 billion more in the company in the second quarter via a private placement, buying those shares directly from Alphabet. Analysts now believe it holds more than 86 million Alphabet shares. Buffett later said that he was