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 |
|---|---|---|---|
Q4 2023Dec 31, 2023 | LOW Lowe's Companies, Inc. | Sell - Position Exit | -8,983-100.0% |
Q4 2023Dec 31, 2023 | NVDA NVIDIA Corporation | Sell - Position Exit | -9,165-100.0% |
Q4 2023Dec 31, 2023 | PEP Pepsico, Inc. | Sell - Position Exit | -9,700-100.0% |
Q4 2023Dec 31, 2023 | CB Chubb Limited | Sell - Position Exit | -10,250-100.0% |
Q4 2023Dec 31, 2023 | AMT American Tower Corporation (REI | Sell - Position Exit | -11,000-100.0% |
Q4 2023Dec 31, 2023 | AMGN Amgen Inc. | Sell - Position Exit | -11,050-100.0% |
Q4 2023Dec 31, 2023 | NSC Norfolk Southern Corporation | Sell - Position Exit | -11,700-100.0% |
Q4 2023Dec 31, 2023 | AMP Ameriprise Financial, Inc. | Sell - Position Exit | -12,400-100.0% |
Q4 2023Dec 31, 2023 | V Visa Inc. | Sell - Position Exit | -14,000-100.0% |
Q4 2023Dec 31, 2023 | GOOG Alphabet Inc. | Sell - Position Exit | -14,000-100.0% |
Q4 2023Dec 31, 2023 | JNJ Johnson & Johnson | Sell - Position Exit | -14,945-100.0% |
Q4 2023Dec 31, 2023 | TGT Target Corporation | Sell - Position Exit | -15,200-100.0% |
Q4 2023Dec 31, 2023 | TT Trane Technologies | Sell - Position Exit | -15,900-100.0% |
Q4 2023Dec 31, 2023 | DIS Walt Disney Company (The) | Sell - Position Exit | -16,800-100.0% |
Q4 2023Dec 31, 2023 | XOM Exxon Mobil Corporation | Sell - Position Exit | -17,000-100.0% |
Q4 2023Dec 31, 2023 | PNC PNC Financial Services Group, I | Sell - Position Exit | -17,400-100.0% |
Q4 2023Dec 31, 2023 | MRK Merck & Company, Inc. | Sell - Position Exit | -17,740-100.0% |
Q4 2023Dec 31, 2023 | RTX RTX Corporation | Sell - Position Exit | -20,200-100.0% |
Q4 2023Dec 31, 2023 | CVX Chevron Corporation | Sell - Position Exit | -21,500-100.0% |
Q4 2023Dec 31, 2023 | AMAT Applied Materials, Inc. | Sell - Position Exit | -22,800-100.0% |
Q4 2023Dec 31, 2023 | PG Procter & Gamble Company (The) | Sell - Position Exit | -22,975-100.0% |
Q4 2023Dec 31, 2023 | XLK SPDR Select Sector Fund - Techn | Sell - Position Exit | -24,300-100.0% |
Q4 2023Dec 31, 2023 | EMN Eastman Chemical Company | Sell - Position Exit | -25,000-100.0% |
Q4 2023Dec 31, 2023 | XLP SPDR Select Sector Fund - Consu | Sell - Position Exit | -25,500-100.0% |
Q4 2023Dec 31, 2023 | ETN Eaton | Sell - Position Exit | -26,100-100.0% |
Q4 2023Dec 31, 2023 | META Meta Platforms, Inc. | Sell - Position Exit | -27,035-100.0% |
Q4 2023Dec 31, 2023 | MS Morgan Stanley | Sell - Position Exit | -27,880-100.0% |
Q4 2023Dec 31, 2023 | JPM JP Morgan Chase & Co. | Sell - Position Exit | -29,600-100.0% |
Q4 2023Dec 31, 2023 | CVS CVS Health Corporation | Sell - Position Exit | -32,500-100.0% |
Q4 2023Dec 31, 2023 | GOOGL Alphabet Inc. | Sell - Position Exit | -38,400-100.0% |