Bill GatesBill & 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
IncreasesBerkshire Hathaway Inc. New (BRK-B)
ReductionsMicrosoft 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.

DateSymbolTypeChange 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