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.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
Q2 2025 | BRK-B Berkshire Hathaway Inc. New | Buy | +6,951,249 |
Q2 2025 | MSFT Microsoft Corporation | Sell | -2,266,040 |
Q1 2025 | BRK-B Berkshire Hathaway Inc. New | Sell | -2,482,589 |
Q1 2025 | WST West Pharmaceutical Services, I | Buy - Position Entry | +444,500 |
Q4 2024 | BRK-B Berkshire Hathaway Inc. New | Sell | -2,482,589 |
Q4 2024 | MCD McDonald's Corporation | Buy - Position Entry | +334,900 |
Q4 2024 | MSFT Microsoft Corporation | Sell | -500,000 |
Q4 2024 | VRM Vroom, Inc. | Sell - Position Exit | -31,250 |
Q3 2024 | BRK-B Berkshire Hathaway Inc. New | Sell | -2,482,589 |
Q3 2024 | FDX FedEx Corporation | Buy | +1,000,000 |
Q3 2024 | MSFT Microsoft Corporation | Sell | -5,932,350 |
Q3 2024 | PCAR PACCAR Inc. | Buy - Position Entry | +1,000,000 |
Q3 2024 | WM Waste Management, Inc. | Sell | -3,000,000 |
Q2 2024 | BRK-B Berkshire Hathaway Inc. New | Buy | +7,317,105 |
Q2 2024 | CVNA Carvana Co. | Sell - Position Exit | -520,000 |
Q2 2024 | MSFT Microsoft Corporation | Sell | -1,610,000 |
Q1 2024 | BRK-B Berkshire Hathaway Inc. New | Sell | -2,613,252 |
Q1 2024 | MSFT Microsoft Corporation | Sell | -1,711,272 |
Q1 2024 | VRM Vroom, Inc. | Buy - Position Entry | +31,250 |
Q1 2024 | WMT Walmart Inc. | Buy | +6,060,318 |
Q4 2023 | AAPL Apple Inc. | Sell - Position Exit | -52,815 |
Q4 2023 | ADBE Adobe Inc. | Sell - Position Exit | -5,485 |
Q4 2023 | AMAT Applied Materials, Inc. | Sell - Position Exit | -22,800 |
Q4 2023 | AMGN Amgen Inc. | Sell - Position Exit | -11,050 |
Q4 2023 | AMP Ameriprise Financial, Inc. | Sell - Position Exit | -12,400 |
Q4 2023 | AMT American Tower Corporation (REI | Sell - Position Exit | -11,000 |
Q4 2023 | AMZN Amazon.com, Inc. | Sell - Position Exit | -44,000 |
Q4 2023 | AVGO Broadcom Inc. | Sell - Position Exit | -6,500 |
Q4 2023 | BKNG Booking Holdings Inc. Common St | Sell - Position Exit | -1,650 |
Q4 2023 | BRK-B Berkshire Hathaway Inc. New | Sell | -2,613,252 |