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 | TTE TotalEnergies SE | Sell - Position Exit | -38,500-100.0% |
Q4 2023Dec 31, 2023 | ORCL Oracle Corporation | Sell - Position Exit | -39,800-100.0% |
Q4 2023Dec 31, 2023 | TJX TJX Companies, Inc. (The) | Sell - Position Exit | -42,500-100.0% |
Q4 2023Dec 31, 2023 | AMZN Amazon.com, Inc. | Sell - Position Exit | -44,000-100.0% |
Q4 2023Dec 31, 2023 | SLB Schlumberger N.V. | Sell - Position Exit | -47,005-100.0% |
Q4 2023Dec 31, 2023 | KBWB Invesco KBW Bank ETF | Sell - Position Exit | -50,270-100.0% |
Q4 2023Dec 31, 2023 | AAPL Apple Inc. | Sell - Position Exit | -52,815-100.0% |
Q4 2023Dec 31, 2023 | PHM PulteGroup, Inc. | Sell - Position Exit | -53,500-100.0% |
Q4 2023Dec 31, 2023 | IYW iShares U.S. Technology ETF | Sell - Position Exit | -57,600-100.0% |
Q4 2023Dec 31, 2023 | CSCO Cisco Systems, Inc. | Sell - Position Exit | -62,000-100.0% |
Q4 2023Dec 31, 2023 | PFE Pfizer, Inc. | Sell - Position Exit | -68,000-100.0% |
Q4 2023Dec 31, 2023 | UL Unilever PLC | Sell - Position Exit | -72,610-100.0% |
Q4 2023Dec 31, 2023 | DE Deere & Company | Sell | -360,315-9.2% |
Q4 2023Dec 31, 2023 | MSFT Microsoft Corporation | Sell | -1,075,301-2.7% |
Q4 2023Dec 31, 2023 | BRK-B Berkshire Hathaway Inc. New | Sell | -2,613,252-11.6% |
Q3 2023Sep 30, 2023 | UL Unilever PLC | Buy - Position Entry | +72,610 |
Q3 2023Sep 30, 2023 | PFE Pfizer, Inc. | Buy - Position Entry | +68,000 |
Q3 2023Sep 30, 2023 | CSCO Cisco Systems, Inc. | Buy - Position Entry | +62,000 |
Q3 2023Sep 30, 2023 | IYW iShares U.S. Technology ETF | Buy - Position Entry | +57,600 |
Q3 2023Sep 30, 2023 | PHM PulteGroup, Inc. | Buy - Position Entry | +53,500 |
Q3 2023Sep 30, 2023 | AAPL Apple Inc. | Buy - Position Entry | +52,815 |
Q3 2023Sep 30, 2023 | KBWB Invesco KBW Bank ETF | Buy - Position Entry | +50,270 |
Q3 2023Sep 30, 2023 | SLB Schlumberger N.V. | Buy - Position Entry | +47,005 |
Q3 2023Sep 30, 2023 | AMZN Amazon.com, Inc. | Buy - Position Entry | +44,000 |
Q3 2023Sep 30, 2023 | TJX TJX Companies, Inc. (The) | Buy - Position Entry | +42,500 |
Q3 2023Sep 30, 2023 | ORCL Oracle Corporation | Buy - Position Entry | +39,800 |
Q3 2023Sep 30, 2023 | TTE TotalEnergies SE | Buy - Position Entry | +38,500 |
Q3 2023Sep 30, 2023 | GOOGL Alphabet Inc. | Buy - Position Entry | +38,400 |
Q3 2023Sep 30, 2023 | CVS CVS Health Corporation | Buy - Position Entry | +32,500 |
Q3 2023Sep 30, 2023 | JPM JP Morgan Chase & Co. | Buy - Position Entry | +29,600 |