Bill Gates – Bill & Melinda Gates Foundation Trust Portfolio Activity & Recent Trades (Jun 30, 2025)
As of Jun 30, 2025, the Bill & Melinda Gates Foundation Trust portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Aug 14, 2025. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.
During Q2 2025, the filing reported:
New Buys – None reported
Increases – Berkshire Hathaway Inc. New (BRK-B)
Reductions – Microsoft Corporation (MSFT)
Complete Exits – None reported
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
Bill & Melinda Gates Foundation Trust Activity
| Date | Symbol | Type | Quantity |
|---|---|---|---|
Q2 2025Jun 30, 2025 | BRK-B Berkshire Hathaway Inc. New | Buy | +6,951,249+40.5% |
Q2 2025Jun 30, 2025 | MSFT Microsoft Corporation | Sell | -2,266,040-8.0% |
Q1 2025Mar 31, 2025 | WST West Pharmaceutical Services, I | Buy - Position Entry | +444,500 |
Q1 2025Mar 31, 2025 | BRK-B Berkshire Hathaway Inc. New | Sell | -2,482,589-12.6% |
Q4 2024Dec 31, 2024 | MCD McDonald's Corporation | Buy - Position Entry | +334,900 |
Q4 2024Dec 31, 2024 | VRM Vroom, Inc. | Sell - Position Exit | -31,250-100.0% |
Q4 2024Dec 31, 2024 | MSFT Microsoft Corporation | Sell | -500,000-1.7% |
Q4 2024Dec 31, 2024 | BRK-B Berkshire Hathaway Inc. New | Sell | -2,482,589-11.2% |
Q3 2024Sep 30, 2024 | PCAR PACCAR Inc. | Buy - Position Entry | +1,000,000 |
Q3 2024Sep 30, 2024 | FDX FedEx Corporation | Buy | +1,000,000+65.2% |
Q3 2024Sep 30, 2024 | BRK-B Berkshire Hathaway Inc. New | Sell | -2,482,589-10.1% |
Q3 2024Sep 30, 2024 | WM Waste Management, Inc. | Sell | -3,000,000-8.5% |
Q3 2024Sep 30, 2024 | MSFT Microsoft Corporation | Sell | -5,932,350-17.0% |
Q2 2024Jun 30, 2024 | BRK-B Berkshire Hathaway Inc. New | Buy | +7,317,105+42.3% |
Q2 2024Jun 30, 2024 | CVNA Carvana Co. | Sell - Position Exit | -520,000-100.0% |
Q2 2024Jun 30, 2024 | MSFT Microsoft Corporation | Sell | -1,610,000-4.4% |
Q1 2024Mar 31, 2024 | WMT Walmart Inc. | Buy | +6,060,318+200.0% |
Q1 2024Mar 31, 2024 | VRM Vroom, Inc. | Buy - Position Entry | +31,250 |
Q1 2024Mar 31, 2024 | MSFT Microsoft Corporation | Sell | -1,711,272-4.5% |
Q1 2024Mar 31, 2024 | BRK-B Berkshire Hathaway Inc. New | Sell | -2,613,252-13.1% |
Q4 2023Dec 31, 2023 | VLTO Veralto Corp | Buy - Position Entry | +124,333 |
Q4 2023Dec 31, 2023 | BKNG Booking Holdings Inc. Common St | Sell - Position Exit | -1,650-100.0% |
Q4 2023Dec 31, 2023 | ADBE Adobe Inc. | Sell - Position Exit | -5,485-100.0% |
Q4 2023Dec 31, 2023 | UNH UnitedHealth Group Incorporated | Sell - Position Exit | -5,665-100.0% |
Q4 2023Dec 31, 2023 | TMO Thermo Fisher Scientific Inc | Sell - Position Exit | -5,675-100.0% |
Q4 2023Dec 31, 2023 | HD Home Depot, Inc. (The) | Sell - Position Exit | -5,692-100.0% |
Q4 2023Dec 31, 2023 | LMT Lockheed Martin Corporation | Sell - Position Exit | -5,900-100.0% |
Q4 2023Dec 31, 2023 | AVGO Broadcom Inc. | Sell - Position Exit | -6,500-100.0% |
Q4 2023Dec 31, 2023 | GS Goldman Sachs Group, Inc. (The) | Sell - Position Exit | -7,060-100.0% |
Q4 2023Dec 31, 2023 | ELV Elevance Health, Inc. | Sell - Position Exit | -8,500-100.0% |