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 |
|---|---|---|---|
Q3 2023Sep 30, 2023 | MS Morgan Stanley | Buy - Position Entry | +27,880 |
Q3 2023Sep 30, 2023 | META Meta Platforms, Inc. | Buy - Position Entry | +27,035 |
Q3 2023Sep 30, 2023 | ETN Eaton | Buy - Position Entry | +26,100 |
Q3 2023Sep 30, 2023 | XLP SPDR Select Sector Fund - Consu | Buy - Position Entry | +25,500 |
Q3 2023Sep 30, 2023 | EMN Eastman Chemical Company | Buy - Position Entry | +25,000 |
Q3 2023Sep 30, 2023 | XLK SPDR Select Sector Fund - Techn | Buy - Position Entry | +24,300 |
Q3 2023Sep 30, 2023 | PG Procter & Gamble Company (The) | Buy - Position Entry | +22,975 |
Q3 2023Sep 30, 2023 | AMAT Applied Materials, Inc. | Buy - Position Entry | +22,800 |
Q3 2023Sep 30, 2023 | MSFT Microsoft Corporation | Buy | +21,500+0.1% |
Q3 2023Sep 30, 2023 | CVX Chevron Corporation | Buy - Position Entry | +21,500 |
Q3 2023Sep 30, 2023 | RTX RTX Corporation | Buy - Position Entry | +20,200 |
Q3 2023Sep 30, 2023 | MRK Merck & Company, Inc. | Buy - Position Entry | +17,740 |
Q3 2023Sep 30, 2023 | PNC PNC Financial Services Group, I | Buy - Position Entry | +17,400 |
Q3 2023Sep 30, 2023 | XOM Exxon Mobil Corporation | Buy - Position Entry | +17,000 |
Q3 2023Sep 30, 2023 | DIS Walt Disney Company (The) | Buy - Position Entry | +16,800 |
Q3 2023Sep 30, 2023 | TT Trane Technologies | Buy - Position Entry | +15,900 |
Q3 2023Sep 30, 2023 | TGT Target Corporation | Buy - Position Entry | +15,200 |
Q3 2023Sep 30, 2023 | JNJ Johnson & Johnson | Buy - Position Entry | +14,945 |
Q3 2023Sep 30, 2023 | UPS United Parcel Service, Inc. | Buy | +14,400+1.9% |
Q3 2023Sep 30, 2023 | V Visa Inc. | Buy - Position Entry | +14,000 |
Q3 2023Sep 30, 2023 | GOOG Alphabet Inc. | Buy - Position Entry | +14,000 |
Q3 2023Sep 30, 2023 | AMP Ameriprise Financial, Inc. | Buy - Position Entry | +12,400 |
Q3 2023Sep 30, 2023 | NSC Norfolk Southern Corporation | Buy - Position Entry | +11,700 |
Q3 2023Sep 30, 2023 | AMGN Amgen Inc. | Buy - Position Entry | +11,050 |
Q3 2023Sep 30, 2023 | AMT American Tower Corporation (REI | Buy - Position Entry | +11,000 |
Q3 2023Sep 30, 2023 | CB Chubb Limited | Buy - Position Entry | +10,250 |
Q3 2023Sep 30, 2023 | PEP Pepsico, Inc. | Buy - Position Entry | +9,700 |
Q3 2023Sep 30, 2023 | WMT Walmart Inc. | Buy | +9,300+0.3% |
Q3 2023Sep 30, 2023 | NVDA NVIDIA Corporation | Buy - Position Entry | +9,165 |
Q3 2023Sep 30, 2023 | LOW Lowe's Companies, Inc. | Buy - Position Entry | +8,983 |