Bill Gates Holdings Activity

Bill & Melinda Gates Foundation Trust Portfolio 13F

Bill & Melinda Gates Foundation Trust has disclosed a total of 2 changes to the portfolio in the latest (2025 Q2) SEC report(s): increased the number of shares of 1 and decreased the number of shares of 1 position(s).

What stocks is Bill Gates buying now?

In the recent quarter Bill Gates has bought (BRK.B) BERKSHIRE HATHAWAY INC CL-B (added shares +40.48%).

What does Bill Gates invest in?

Bill Gates's top 5 holdings (by % of portfolio) are (MSFT) MICROSOFT CORP (27.27%), (BRK.B) BERKSHIRE HATHAWAY INC CL-B (24.53%), (WM) WASTE MANAGEMENT INC (15.44%), (CNI) CANADIAN NATL RAILWAY CO (11.94%) and (CAT) CATERPILLAR INC (5.97%).

In the latest report(s) the following changes have been made to the top investments: (MSFT) MICROSOFT CORP (reduced shares -7.96%) and (BRK.B) BERKSHIRE HATHAWAY INC CL-B (added shares +40.48%).

History
Ticker
Stock
%
Activity
Share
Change
% change to
Portfolio
Reported
Price*
% difference
Current Price
% of
Portfolio
2023 Q3 (55 results)
AMZN
AMAZONCOM INC
buy
+44,000
+0.01%
$127.12
80.14% $229.00
0.00%
META
META PLATFORMS INC-CLASS A
buy
+27,035
+0.02%
$300.21
146.06% $738.70
0.00%
RTX
RAYTHEON TECHNOLOGIES CORP
buy
+20,200
+0.00%
$71.97
120.37% $158.60
0.00%
ADBE
ADOBE INC
buy
+5,485
+0.01%
$509.90
30.05% $356.70
0.00%
DIS
WALT DISNEY CO/THE
buy
+16,800
+0.00%
$81.05
46.06% $118.38
0.00%
PFE
PFIZER INC
buy
+68,000
+0.01%
$33.17
25.35% $24.76
0.00%
ETN
EATON CORP PLC
buy
+26,100
+0.01%
$213.28
63.70% $349.14
0.00%
CVS
CVS HEALTH CORP
buy
+32,500
+0.01%
$69.82
4.77% $73.15
0.00%
ORCL
ORACLE CORP
buy
+39,800
+0.01%
$105.92
113.49% $226.13
0.00%
UNH
UNITEDHEALTH GROUP INC
buy
+5,665
+0.01%
$504.19
38.54% $309.87
0.00%
LMT
LOCKHEED MARTIN CORP
buy
+5,900
+0.01%
$408.96
11.41% $455.63
0.00%
TTE
TOTALENERGIES SE -SPON ADR
buy
+38,500
+0.01%
$65.76
4.58% $62.75
0.00%
ANTM
ANTHEM INC
buy
+8,500
+0.01%
$435.42
10.83% $482.58
0.00%
IYW
ISHARES USTECHNOLOGY ETF
buy
+57,600
+0.02%
$104.92
73.27% $181.79
0.00%
TJX
TJX COMPANIES INC
buy
+42,500
+0.01%
$88.88
53.70% $136.61
0.00%
SLB
SCHLUMBERGER LTD
buy
+47,005
+0.01%
$58.30
36.81% $36.84
0.00%
AMT
AMERICAN TOWER CORP
buy
+11,000
+0.00%
$164.45
23.96% $203.85
0.00%
GS
GOLDMAN SACHS GROUP INC
buy
+7,060
+0.01%
$323.57
130.32% $745.25
0.00%
GOOG
ALPHABET INC-CL C
buy
+14,000
+0.00%
$131.85
61.95% $213.53
0.00%
EMN
EASTMAN CHEMICAL CO
buy
+25,000
+0.00%
$76.72
8.32% $70.34
0.00%
PG
PROCTER & GAMBLE CO/THE
buy
+22,975
+0.01%
$145.86
7.66% $157.04
0.00%
TT
TRANE TECHNOLOGIES PLC
buy
+15,900
+0.01%
$202.91
104.82% $415.60
0.00%
CVX
CHEVRON CORP
buy
+21,500
+0.01%
$168.62
4.76% $160.60
0.00%
MS
MORGAN STANLEY
buy
+27,880
+0.01%
$81.67
84.25% $150.48
0.00%
PNC
PNC FINANCIAL SERVICES GROUP
buy
+17,400
+0.01%
$122.77
68.97% $207.44
0.00%
V
VISA INC-CLASS A SHARES
buy
+14,000
+0.01%
$230.01
52.94% $351.78
0.00%
BKNG
BOOKING HOLDINGS INC
buy
+1,650
+0.01%
$3,083.95
81.55% $5,599.05
0.00%
LOW
LOWE'S COS INC
buy
+8,983
+0.00%
$207.84
24.16% $258.06
0.00%
NSC
NORFOLK SOUTHERN CORP
buy
+11,700
+0.01%
$196.93
42.17% $279.98
0.00%
UL
UNILEVER PLC-SPONSORED ADR
buy
+72,610
+0.01%
$49.40
27.94% $63.20
0.00%
AAPL
APPLE INC
buy
+52,815
+0.02%
$171.21
35.59% $232.14
0.00%
JPM
JPMORGAN CHASE & CO
buy
+29,600
+0.01%
$145.02
107.85% $301.42
0.00%
TGT
TARGET CORP
buy
+15,200
+0.00%
$110.57
13.20% $95.98
0.00%
XLP
CONSUMER STAPLES SPDR
buy
+25,500
+0.00%
$68.81
17.40% $80.78
0.00%
AMP
AMERIPRISE FINANCIAL INC
buy
+12,400
+0.01%
$329.68
56.15% $514.81
0.00%
HD
HOME DEPOT INC
buy
+5,692
+0.00%
$302.16
34.62% $406.77
0.00%
GOOGL
ALPHABET INC-CL A
buy
+38,400
+0.01%
$130.86
62.70% $212.91
0.00%
XOM
EXXON MOBIL CORP
buy
+17,000
+0.01%
$117.58
2.80% $114.29
0.00%
PHM
PULTEGROUP INC
buy
+53,500
+0.01%
$74.05
78.28% $132.02
0.00%
CB
CHUBB LTD
buy
+10,250
+0.01%
$208.18
32.13% $275.07
0.00%
CSCO
CISCO SYSTEMS INC
buy
+62,000
+0.01%
$53.76
28.52% $69.09
0.00%
PEP
PEPSICO INC
buy
+9,700
+0.00%
$169.44
12.27% $148.65
0.00%
AVGO
BROADCOM INC
buy
+65,000
+0.01%
$83.06
258.05% $297.39
0.00%
MRK
MERCK & CO INC
buy
+17,740
+0.00%
$102.95
18.29% $84.12
0.00%
NVDA
NVIDIA CORP
buy
+91,650
+0.01%
$43.50
300.26% $174.11
0.00%
AMAT
APPLIED MATERIALS INC
buy
+22,800
+0.01%
$138.45
16.11% $160.76
0.00%
JNJ
JOHNSON & JOHNSON
buy
+14,945
+0.01%
$155.75
13.75% $177.17
0.00%
TMO
THERMO FISHER SCIENTIFIC INC
buy
+5,675
+0.01%
$506.17
2.66% $492.72
0.00%
XLK
TECHNOLOGY SELECT SECT SPDR
buy
+24,300
+0.01%
$163.93
60.10% $262.45
0.00%
AMGN
AMGEN INC
buy
+11,050
+0.01%
$268.76
7.05% $287.71
0.00%
KBWB
INVESCO KBW BANK ETF
buy
+50,270
+0.01%
$40.07
93.84% $77.67
0.00%
UPS
UNITED PARCEL SERVICE-CL B
+1.94%
+14,400
+0.01%
$155.87
43.90% $87.44
0.30%
WMT
WALMART INC
+0.31%
+27,900
+0.00%
$53.31
81.92% $96.98
1.25%
MSFT
MICROSOFT CORP
+0.05%
+21,500
+0.02%
$315.75
60.47% $506.69
31.88%
BRK.B
BERKSHIRE HATHAWAY INC CL-B
-10.39%
-2,613,252
-2.35%
$350.30
43.59% $502.98
20.28%
55 of 320

Shares, change to shares, sold shares - split-adjusted.

Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.

Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.