Apple stock ticks up after-hours as Berkshire trims AAPL again; what investors watch next

Apple stock ticks up after-hours as Berkshire trims AAPL again; what investors watch next

February 18, 2026

New York, Feb 18, 2026, 17:16 EST — After-hours

  • Apple shares edged about 0.2% higher in after-hours trading, having finished the regular session essentially unchanged.
  • Berkshire Hathaway pared back its Apple position again in the fourth quarter, its latest holdings filing shows.
  • Apple’s AI rollout is the one traders are watching. That shareholder meeting is coming up next week, and even small hints could shift sentiment.

Apple Inc shares edged up in after-hours trading Wednesday, hovering near their earlier highs as investors digested fresh indications that Berkshire Hathaway has kept trimming its long-held stake.

Apple ticked higher after hours, climbing 0.2% to $264.35. Earlier, the stock closed the regular session unchanged at $263.85.

Why now? Apple is tangled up in two big questions facing the tech giants: whether the “AI trade” is still paying off, and if these high valuations can stick around without fresh, convincing growth stories. Then there’s Berkshire’s recent moves, which put a spotlight on old-school, deep-pocketed investors still cashing in when it counts.

Berkshire pared back its Apple position once more, selling roughly 10.3 million shares during the fourth quarter, according to a regulatory filing out Tuesday. The sale represents close to 4% of Berkshire’s stake—another reduction after a series of sales that began in late 2023.

The Form 13F filing spells out the positions that big U.S. investment managers held as of the end of the quarter. Anything Berkshire did after Dec. 31 isn’t captured in this snapshot.

Apple climbed 3.9% on Tuesday, powering the Dow higher, but by Wednesday, the stock’s rally had lost momentum and trading calmed.

Dan Ives at Wedbush jumped in this week, calling out what he sees as overblown worries about delays to Apple’s “much anticipated” AI features, such as Siri improvements. For Ives, it’s all about Apple’s execution—the timing isn’t the big story. Investing

Still, risk is everywhere. Some traders warned that any suggestion of a setback for key Siri upgrades could send the stock sliding in a hurry. Investors are counting on AI tools to boost Apple’s Services revenue and keep iPhone demand from slipping.

Apple has penciled in Feb. 24 for its yearly shareholder meeting, putting the date on investors’ calendars. The focus? Hints at the company’s AI strategy and which products will take center stage. Still, the formal agenda looks set to stick to routine items.

Marcin Frąckiewicz

Marcin Frąckiewicz is the CEO of TS2 Space and a longtime technology entrepreneur focused on telecommunications, satellite communications and digital innovation. A graduate of the Warsaw School of Economics (SGH), he writes about space technology, artificial intelligence and publicly traded technology companies. His analysis covers major market trends, emerging technologies and the businesses shaping the future of the global economy.

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