Bill Gates Holdings Activity

Bill & Melinda Gates Foundation Trust Portfolio 13F

Bill & Melinda Gates Foundation Trust has disclosed a total of 55 changes to the portfolio in the latest (2023 Q4) SEC report(s): bought 1 totally new, decreased the number of shares of 3 and completely sold out 51 position(s).

What stocks is Bill Gates buying now?

In the recent quarter Bill Gates has bought (VLTO) VERALTO CORP (new buy).

What does Bill Gates invest in?

Bill Gates's top 5 holdings (by % of portfolio) are (MSFT) MICROSOFT CORP (33.98%), (BRK.B) BERKSHIRE HATHAWAY INC CL-B (16.8%), (CNI) CANADIAN NATL RAILWAY CO (16.29%), (WM) WASTE MANAGEMENT INC (14.92%) and (CAT) CATERPILLAR INC (5.14%).

In the latest report(s) the following changes have been made to the top investments: (MSFT) MICROSOFT CORP (reduced shares -2.74%) and (BRK.B) BERKSHIRE HATHAWAY INC CL-B (reduced shares -11.6%).

Activity type

History

% change to
Portfolio

Reported
Price*

% difference
Current Price

% of
Portfolio

2023 Q3 (55 results)

XOM

EXXON MOBIL CORP

buy

+8,925

+0.01%

$117.58

1.10% $116.29

0.00%

XLP

CONSUMER STAPLES SPDR

buy

+25,500

+0.00%

$68.81

10.11% $75.77

0.00%

XLK

TECHNOLOGY SELECT SECT SPDR

buy

+24,300

+0.01%

$163.93

19.87% $196.50

0.00%

WMT

WALMART INC

+0.31%

+7,719

+0.00%

$159.93

62.67% $59.70

1.25%

VISA INC-CLASS A SHARES

buy

+14,000

+0.01%

$230.01

16.67% $268.35

0.00%

UPS

UNITED PARCEL SERVICE-CL B

+1.94%

+14,400

+0.01%

$155.87

5.33% $147.56

0.30%

UNH

UNITEDHEALTH GROUP INC

buy

+4,786

+0.01%

$504.19

2.51% $491.51

0.00%

UNILEVER PLC-SPONSORED ADR

buy

+72,610

+0.01%

$49.40

5.49% $52.11

0.00%

TTE

TOTALENERGIES SE -SPON ADR

buy

+33,110

+0.01%

$65.76

8.82% $71.56

0.00%

TRANE TECHNOLOGIES PLC

buy

+15,900

+0.01%

$202.91

54.65% $313.80

0.00%

TMO

THERMO FISHER SCIENTIFIC INC

buy

+5,675

+0.01%

$506.17

12.82% $571.08

0.00%

TJX

TJX COMPANIES INC

buy

+37,187

+0.01%

$88.88

6.83% $94.95

0.00%

TGT

TARGET CORP

buy

+15,200

+0.00%

$110.57

43.00% $158.11

0.00%

SLB

SCHLUMBERGER LTD

buy

+47,005

+0.01%

$58.30

18.11% $47.74

0.00%

RTX

RAYTHEON TECHNOLOGIES CORP

buy

+20,200

+0.00%

$71.97

41.11% $101.56

0.00%

PNC

PNC FINANCIAL SERVICES GROUP

buy

+17,400

+0.01%

$122.77

26.18% $154.91

0.00%

PHM

PULTEGROUP INC

buy

+48,417

+0.01%

$74.05

53.33% $113.54

0.00%

PROCTER & GAMBLE CO/THE

buy

+22,975

+0.01%

$145.86

12.61% $164.26

0.00%

PFE

PFIZER INC

buy

+68,000

+0.01%

$33.17

16.70% $27.63

0.00%

PEP

PEPSICO INC

buy

+8,924

+0.00%

$169.44

3.91% $176.06

0.00%

ORCL

ORACLE CORP

buy

+39,800

+0.01%

$105.92

8.36% $114.77

0.00%

NVDA

NVIDIA CORP

buy

+8,569

+0.01%

$434.99

96.22% $853.54

0.00%

NSC

NORFOLK SOUTHERN CORP

buy

+11,700

+0.01%

$196.93

18.08% $232.54

0.00%

MSFT

MICROSOFT CORP

+0.05%

+20,425

+0.02%

$315.75

25.83% $397.32

31.88%

MORGAN STANLEY

buy

+27,880

+0.01%

$81.67

13.40% $92.61

0.00%

MRK

MERCK & CO INC

buy

+17,740

+0.00%

$102.95

25.28% $128.98

0.00%