
	Bill Gates 13F
	Bill & Melinda Gates Foundation Trust

	Last update 2026-05-15	22 Stocks (0 new)
	Value $31.67 Bil	Turnover 0 %
	Countries: Top Holdings: BRK.B(25.80%)WM(20.06%)CNI(16.82%)CAT(14.22%)DE(6.33%) SEC Filings

Bill Gates Profile

Bill Gates is one of the smartest businessmen in the world. He founded Microsoft in 1975 alongside his partner Paul Allen and grew it to be one of the world's largest software developers. Thanks to the success of Microsoft, Bill Gates was the richest man for 15 consecutive years. The portfolio we track here before June 2009 is called Cascade Investment, which is the personal portfolio of Bill Gates. Since June 2009, the portfolio we track is for Bill & Melinda Gates Foundation Trust.

Bill Gates Investing Philosophy

The investments of the trust are managed by an outside team of portfolio managers. Bill and Melinda guide the managers in voting proxies consistent with the principles of good governance and good management. When instructing the investment managers, they also consider other issues beyond corporate profits, including the values that drive the foundation's work. They have defined areas in which the endowment will not invest, such as companies whose profit model is centrally tied to corporate activity that they find egregious.

Bill Gates Portfolio and Latest Trades

* When viewing the latest picks, trades are first grouped by date (with the most recent shown first) and then sorted within each date group based on the selected field.

* The transaction information on this page (share changes) is calculated by comparing the latest transaction with the most recent filing—13F, 13D/G, or Form 4—whichever is filed most recently. This may differ from the values shown on the Insider page.

Ticker
Ticker
MSFT
BRK.B
WM
BRK.B
MSFT
MSFT
BRK.B
WM
CAT
CNI
CCI
UPS
WMT
FDX
WCN
HRL
KHC
BRK.B
MSFT
BRK.B
WST
BRK.B
MSFT
MCD
VRM
MSFT
BRK.B
WM
FDX
PCAR
BRK.B
MSFT
CVNA
BRK.B
MSFT
BRK.B
MSFT
DE
META
IYW
AAPL
UL
AMGN
TT
TTE Unlock Delisted
GS
KBWB
CSCO
BKNG
UNH
CVS
NSC
ORCL
AMZN
AMP
XLK
SLB
TJX
ETN
PG
ADBE
AMAT
GOOGL
CB
CVX
JNJ
PHM
NVDA
LMT
MS
PFE
V
TMO
XOM
AVGO
ELV
JPM
PNC
RTX
DIS
LOW
XLP
PEP
EMN
MRK
GOOG
HD
TGT
AMT
BRK.B
MSFT
META
IYW
AAPL
UPS
XLK
CSCO
UL
CB
ELV

Ticker	Company	Date	Action	Impact %	Price Range	Price	Price Change from Avrg%	Comment	Current Shares	Share Change
Ticker	Company	Date	Action	Impact %	Price Range	Price	Price Change from Avrg%	Comment	Current Shares	Share Change
MSFT	Microsoft Corp	2026-03-31	Sold Out Sold Out	-10.52%	● 356.77 ($418.44) 483.47	$499.86	19.46%	Sold Out	0	-7,691,207
BRK.B	Berkshire Hathaway Inc	2026-03-31	Reduce Reduce	-3.35%	● 468.49 ($490.9) 508.09	$524.61	6.87%	Reduce -12.15%	17,048,304	-2,358,460
WM	Waste Management Inc	2026-03-31	Reduce Reduce	-0.80%	● 215.97 ($229.77) 246.51	$229.01	-0.33%	Reduce -4.47%	27,642,344	-1,292,000
BRK.B	Berkshire Hathaway Inc	2025-12-31	Reduce Reduce	-3.24%	● 475.68 ($497.52) 513.81	$524.61	5.45%	Reduce -10.84%	19,406,764	-2,358,460
MSFT	Microsoft Corp	2025-12-31	Reduce Reduce	-2.12%	● 472.12 ($500.83) 542.07	$499.86	-0.19%	Reduce -16.32%	7,691,207	-1,500,000
MSFT	Microsoft Corp	2025-09-30	Reduce Reduce	-17.70%	● 491.09 ($510.13) 535.64	$499.86	-2.01%	Reduce -64.91%	9,191,207	-17,000,000
BRK.B	Berkshire Hathaway Inc	2025-09-30	Reduce Reduce	-2.40%	● 459.11 ($484.36) 506.91	$524.61	8.31%	Reduce -9.78%	21,765,224	-2,358,460
WM	Waste Management Inc	2025-09-30	Reduce Reduce	-1.58%	● 213.88 ($225.22) 237.1	$229.01	1.68%	Reduce -10.24%	28,934,344	-3,300,000
CAT	Caterpillar Inc	2025-09-30	Reduce Reduce	-0.81%	● 390.92 ($426.91) 477.15	$856.96	100.74%	Reduce -13.6%	6,353,614	-1,000,000
CNI	Canadian National Railway Co	2025-09-30	Reduce Reduce	-0.65%	● 92.01 ($96.49) 106.6	$126.40	31.00%	Reduce -5.47%	51,826,786	-3,000,000
CCI	Crown Castle Inc	2025-09-30	Sold Out Sold Out	-0.31%	● 92.96 ($101.21) 113.91	$74.92	-25.98%	Sold Out	0	-1,420,072
UPS	United Parcel Service Inc	2025-09-30	Sold Out Sold Out	-0.16%	● 82.58 ($90.57) 105.54	$103.20	13.95%	Sold Out	0	-755,089
WMT	Walmart Inc	2025-09-30	Reduce Reduce	-0.14%	● 94.4 ($99.56) 104.27	$112.07	12.57%	Reduce -7.7%	8,390,477	-700,000
FDX	FedEx Corp	2025-09-30	Reduce Reduce	-0.07%	● 217.1 ($230.55) 243.2	$315.87	37.01%	Reduce -5.92%	2,384,362	-150,000
WCN	Waste Connections Inc	2025-09-30	Reduce Reduce	-0.04%	● 171.32 ($181.99) 191.84	$167.39	-8.02%	Reduce -5.12%	2,039,175	-110,000
HRL	Hormel Foods Corp	2025-09-30	Reduce Reduce	-0.01%	● 24.31 ($27.7) 31.54	$25.09	-9.42%	Reduce -5.01%	2,085,290	-110,000
KHC	The Kraft Heinz Co	2025-09-30	Reduce Reduce	-0.01%	● 25.63 ($27.17) 28.94	$24.96	-8.13%	Reduce -5.72%	2,472,600	-150,000
BRK.B	Berkshire Hathaway Inc	2025-06-30	Add Add	+7.07%	● 483.48 ($508.26) 539.8	$524.61	3.22%	Add 40.48%	24,123,684	6,951,249
MSFT	Microsoft Corp	2025-06-30	Reduce Reduce	-2.03%	● 354.56 ($433.34) 497.45	$499.86	15.35%	Reduce -7.96%	26,191,207	-2,266,040
BRK.B	Berkshire Hathaway Inc	2025-03-31	Reduce Reduce	-2.68%	● 442.66 ($486.15) 534.52	$524.61	7.91%	Reduce -12.63%	17,172,435	-2,482,589
WST	West Pharmaceutical Services Inc	2025-03-31	New Buy New Buy	+0.24%	● 199.11 ($275.6) 347.87	$348.60	26.49%	New holding	444,500	444,500
BRK.B	Berkshire Hathaway Inc	2024-12-31	Reduce Reduce	-2.53%	● 442.29 ($461.8) 483.08	$524.61	13.60%	Reduce -11.21%	19,655,024	-2,482,589
MSFT	Microsoft Corp	2024-12-31	Reduce Reduce	-0.48%	● 406.35 ($426.03) 454.46	$499.86	17.33%	Reduce -1.73%	28,457,247	-500,000
MCD	McDonald's Corp	2024-12-31	New Buy New Buy	+0.23%	● 288.47 ($298.11) 316.56	$276.26	-7.33%	New holding	334,900	334,900
VRM	Vroom Inc	2024-12-31	Sold Out Sold Out	0%	● 4.25 ($7.45) 10.13	$9.23	23.95%	Sold Out	0	-31,250
MSFT	Microsoft Corp	2024-09-30	Reduce Reduce	-5.56%	● 395.15 ($427.47) 467.56	$499.86	16.93%	Reduce -17%	28,957,247	-5,932,350
BRK.B	Berkshire Hathaway Inc	2024-09-30	Reduce Reduce	-2.12%	● 405.19 ($442.18) 478.57	$524.61	18.64%	Reduce -10.08%	22,137,613	-2,482,589
WM	Waste Management Inc	2024-09-30	Reduce Reduce	-1.34%	● 196.96 ($208.63) 223.45	$229.01	9.77%	Reduce -8.51%	32,234,344	-3,000,000
FDX	FedEx Corp	2024-09-30	Add Add	+0.61%	● 254.64 ($290.39) 313.52	$315.87	8.77%	Add 65.17%	2,534,362	1,000,000
PCAR	PACCAR Inc	2024-09-30	New Buy New Buy	+0.22%	● 91.64 ($97.78) 109.98	$132.06	35.06%	New holding	1,000,000	1,000,000
BRK.B	Berkshire Hathaway Inc	2024-06-30	Add Add	+6.24%	● 396.73 ($408.62) 420.24	$524.61	28.39%	Add 42.29%	24,620,202	7,317,105
MSFT	Microsoft Corp	2024-06-30	Reduce Reduce	-1.48%	● 389.33 ($422.32) 452.85	$499.86	18.36%	Reduce -4.41%	34,889,597	-1,610,000
CVNA	Carvana Co	2024-06-30	Sold Out Sold Out	-0.10%	● 13.83 ($20.13) 26.58	$68.34	239.49%	Sold Out	0	-520,000
BRK.B	Berkshire Hathaway Inc	2024-03-31	Reduce Reduce	-2.20%	● 359.29 ($393.34) 420.52	$524.61	33.37%	Reduce -13.12%	17,303,097	-2,613,252
MSFT	Microsoft Corp	2024-03-31	Reduce Reduce	-1.52%	● 367.75 ($404.82) 429.37	$499.86	23.48%	Reduce -4.48%	36,499,597	-1,711,272
BRK.B	Berkshire Hathaway Inc	2023-12-31	Reduce Reduce	-2.35%	● 331.71 ($350.99) 362.68	$524.61	49.47%	Reduce -11.6%	19,916,349	-2,613,252
MSFT	Microsoft Corp	2023-12-31	Reduce Reduce	-0.87%	● 313.39 ($355.93) 382.7	$499.86	40.44%	Reduce -2.74%	38,210,869	-1,075,301
DE	Deere & Co	2023-12-31	Reduce Reduce	-0.35%	● 359.39 ($377.05) 401.64	$614.84	63.07%	Reduce -9.2%	3,557,378	-360,315
META	Meta Platforms Inc	2023-12-31	Sold Out Sold Out	-0.02%	● 288.35 ($325.65) 358.32	$589.90	81.15%	Sold Out	0	-27,035
IYW	iShares U.S. Technology ETF	2023-12-31	Sold Out Sold Out	-0.02%	● 101.31 ($113.27) 123.31	$250.59	121.23%	Sold Out	0	-57,600
AAPL	Apple Inc	2023-12-31	Sold Out Sold Out	-0.02%	● 166.89 ($184.64) 198.11	$312.41	69.20%	Sold Out	0	-52,815
UL	Unilever PLC	2023-12-31	Sold Out Sold Out	-0.01%	● 52.04 ($53.95) 55.06	$63.66	18.00%	Sold Out	0	-72,610
AMGN	Amgen Inc	2023-12-31	Sold Out Sold Out	-0.01%	● 255.7 ($272.47) 288.46	$404.85	48.59%	Sold Out	0	-11,050
TT	Trane Technologies PLC	2023-12-31	Sold Out Sold Out	-0.01%	● 184.42 ($218.78) 243.95	$478.66	118.79%	Sold Out	0	-15,900
TTE Unlock Delisted	TotalEnergies SE	2023-12-31	Sold Out Sold Out	-0.01%	● 62.82 ($66.67) 69.16	$64.82	-2.77%	Sold Out	0	-38,500
GS	The Goldman Sachs Group Inc	2023-12-31	Sold Out Sold Out	-0.01%	● 289.91 ($333.76) 386.41	$1,032.58	209.38%	Sold Out	0	-7,060
KBWB	Invesco KBW Bank ETF	2023-12-31	Sold Out Sold Out	-0.01%	● 36.74 ($42.31) 49.8	$97.47	130.37%	Sold Out	0	-50,270
CSCO	Cisco Systems Inc	2023-12-31	Sold Out Sold Out	-0.01%	● 47.7 ($51.09) 54.39	$120.88	136.60%	Sold Out	0	-62,000
BKNG	Booking Holdings Inc	2023-12-31	Sold Out Sold Out	-0.01%	● 109.71 ($124.73) 142.67	$207.39	66.27%	Sold Out	0	-1,650
UNH	UnitedHealth Group Inc	2023-12-31	Sold Out Sold Out	-0.01%	● 509.47 ($533.34) 552.97	$403.97	-24.26%	Sold Out	0	-5,665
CVS	CVS Health Corp	2023-12-31	Sold Out Sold Out	-0.01%	● 66.29 ($71.17) 79	$96.22	35.20%	Sold Out	0	-32,500
NSC	Norfolk Southern Corp	2023-12-31	Sold Out Sold Out	-0.01%	● 184.53 ($209.57) 236.53	$342.46	63.41%	Sold Out	0	-11,700
ORCL	Oracle Corp	2023-12-31	Sold Out Sold Out	-0.01%	● 100.31 ($109.14) 117.16	$143.47	31.46%	Sold Out	0	-39,800
AMZN	Amazon.com Inc	2023-12-31	Sold Out Sold Out	-0.01%	● 119.57 ($140.18) 154.07	$272.26	94.22%	Sold Out	0	-44,000
AMP	Ameriprise Financial Inc	2023-12-31	Sold Out Sold Out	-0.01%	● 307.14 ($342.9) 381.62	$559.82	63.26%	Sold Out	0	-12,400
XLK	Technology Select Sector SPDR ETF	2023-12-31	Sold Out Sold Out	-0.01%	● 160.19 ($178.05) 193.07	$185.33	4.09%	Sold Out	0	-24,300
SLB	Schlumberger Ltd	2023-12-31	Sold Out Sold Out	-0.01%	● 48.46 ($54.35) 60.59	$51.54	-5.17%	Sold Out	0	-47,005
TJX	TJX Companies Inc	2023-12-31	Sold Out Sold Out	-0.01%	● 87.19 ($89.71) 93.81	$162.06	80.65%	Sold Out	0	-42,500
ETN	Eaton Corp PLC	2023-12-31	Sold Out Sold Out	-0.01%	● 193.99 ($220.73) 240.82	$448.19	103.05%	Sold Out	0	-26,100
PG	Procter & Gamble Co	2023-12-31	Sold Out Sold Out	-0.01%	● 143 ($148.11) 153.52	$146.97	-0.77%	Sold Out	0	-22,975
ADBE	Adobe Inc	2023-12-31	Sold Out Sold Out	-0.01%	● 507.03 ($576.76) 633.66	$260.24	-54.88%	Sold Out	0	-5,485
AMAT	Applied Materials Inc	2023-12-31	Sold Out Sold Out	-0.01%	● 130.11 ($146.92) 164.28	$527.48	259.03%	Sold Out	0	-22,800
GOOGL	Alphabet Inc	2023-12-31	Sold Out Sold Out	-0.01%	● 122.17 ($134.36) 141.52	$357.75	166.26%	Sold Out	0	-38,400
CB	Chubb Ltd	2023-12-31	Sold Out Sold Out	-0.01%	● 204.91 ($218.69) 229.43	$354.03	61.89%	Sold Out	0	-10,250
CVX	Chevron Corp	2023-12-31	Sold Out Sold Out	-0.01%	● 141.77 ($151.24) 169.1	$189.23	25.12%	Sold Out	0	-21,500
JNJ	Johnson & Johnson	2023-12-31	Sold Out Sold Out	-0.01%	● 145.6 ($153.34) 158.88	$256.98	67.59%	Sold Out	0	-14,945
PHM	PulteGroup Inc	2023-12-31	Sold Out Sold Out	-0.01%	● 69.65 ($84.98) 104.88	$129.55	52.45%	Sold Out	0	-53,500
NVDA	NVIDIA Corp	2023-12-31	Sold Out Sold Out	-0.01%	● 40.33 ($46.34) 50.41	$218.99	372.57%	Sold Out	0	-9,165
LMT	Lockheed Martin Corp	2023-12-31	Sold Out Sold Out	-0.01%	● 397.35 ($443.05) 458.04	$582.85	31.55%	Sold Out	0	-5,900
MS	Morgan Stanley	2023-12-31	Sold Out Sold Out	-0.01%	● 70.4 ($80) 93.66	$213.75	167.19%	Sold Out	0	-27,880
PFE	Pfizer Inc	2023-12-31	Sold Out Sold Out	-0.01%	● 26.13 ($30.23) 33.94	$26.20	-13.33%	Sold Out	0	-68,000
V	Visa Inc	2023-12-31	Sold Out Sold Out	-0.01%	● 228.81 ($246.48) 262.38	$370.47	50.30%	Sold Out	0	-14,000
TMO	Thermo Fisher Scientific Inc	2023-12-31	Sold Out Sold Out	-0.01%	● 431.41 ($484.03) 532.94	$580.02	19.83%	Sold Out	0	-5,675
XOM	Exxon Mobil Corp	2023-12-31	Sold Out Sold Out	-0.01%	● 98.05 ($105.1) 115.83	$154.84	47.33%	Sold Out	0	-17,000
AVGO	Broadcom Inc	2023-12-31	Sold Out Sold Out	-0.01%	● 81.48 ($94.69) 114.7	$420.56	344.15%	Sold Out	0	-6,500
ELV	Elevance Health Inc	2023-12-31	Sold Out Sold Out	-0.01%	● 433.51 ($462.41) 488.06	$391.40	-15.36%	Sold Out	0	-8,500
JPM	JPMorgan Chase & Co	2023-12-31	Sold Out Sold Out	-0.01%	● 135.69 ($151.54) 170.3	$356.30	135.12%	Sold Out	0	-29,600
PNC	PNC Financial Services Group Inc	2023-12-31	Sold Out Sold Out	-0.01%	● 109.71 ($129.47) 155.63	$252.76	95.23%	Sold Out	0	-17,400
RTX	RTX Corp	2023-12-31	Sold Out Sold Out	0%	● 69.38 ($79.14) 84.17	$223.25	182.10%	Sold Out	0	-20,200
DIS	The Walt Disney Co	2023-12-31	Sold Out Sold Out	0%	● 79.32 ($88.16) 96.06	$104.68	18.74%	Sold Out	0	-16,800
LOW	Lowe's Companies Inc	2023-12-31	Sold Out Sold Out	0%	● 183.62 ($202.7) 225.59	$218.40	7.75%	Sold Out	0	-8,983
XLP	Consumer Staples Select Sector SPDR	2023-12-31	Sold Out Sold Out	0%	● 66.22 ($69.27) 72.3	$85.11	22.87%	Sold Out	0	-25,500
PEP	PepsiCo Inc	2023-12-31	Sold Out Sold Out	0%	● 158.08 ($165.85) 172.01	$138.44	-16.53%	Sold Out	0	-9,700
EMN	Eastman Chemical Co	2023-12-31	Sold Out Sold Out	0%	● 69.03 ($79.7) 90.72	$73.50	-7.78%	Sold Out	0	-25,000
MRK	Merck & Co Inc	2023-12-31	Sold Out Sold Out	0%	● 100.18 ($103.8) 109.02	$128.37	23.67%	Sold Out	0	-17,740
GOOG	Alphabet Inc	2023-12-31	Sold Out Sold Out	0%	● 123.4 ($135.69) 142.82	$356.62	162.82%	Sold Out	0	-14,000
HD	The Home Depot Inc	2023-12-31	Sold Out Sold Out	0%	● 276.46 ($309.69) 354	$349.52	12.86%	Sold Out	0	-5,692
TGT	Target Corp	2023-12-31	Sold Out Sold Out	0%	● 105.01 ($122.07) 142.54	$147.08	20.49%	Sold Out	0	-15,200
AMT	American Tower Corp	2023-12-31	Sold Out Sold Out	0%	● 157.68 ($188.99) 217.16	$171.20	-9.41%	Sold Out	0	-11,000
BRK.B	Berkshire Hathaway Inc	2023-09-30	Reduce Reduce	-2.12%	● 340.9 ($354.77) 370.48	$524.61	47.87%	Reduce -10.39%	22,529,601	-2,613,252
MSFT	Microsoft Corp	2023-09-30	Add Add	+0.02%	● 312.14 ($330.44) 359.49	$499.86	51.27%	Add 0.05%	39,286,170	21,500
META	Meta Platforms Inc	2023-09-30	New Buy New Buy	+0.02%	● 283.25 ($301.3) 325.48	$589.90	95.78%	New holding	27,035	27,035
IYW	iShares U.S. Technology ETF	2023-09-30	New Buy New Buy	+0.02%	● 103.39 ($108.75) 113.67	$250.59	130.43%	New holding	57,600	57,600
AAPL	Apple Inc	2023-09-30	New Buy New Buy	+0.02%	● 170.43 ($183.38) 196.45	$312.41	70.36%	New holding	52,815	52,815
UPS	United Parcel Service Inc	2023-09-30	Add Add	+0.01%	● 151.9 ($172.61) 188.34	$103.20	-40.21%	Add 1.94%	755,089	14,400
XLK	Technology Select Sector SPDR ETF	2023-09-30	New Buy New Buy	+0.01%	● 161.97 ($171.51) 180.26	$185.33	8.06%	New holding	24,300	24,300
CSCO	Cisco Systems Inc	2023-09-30	New Buy New Buy	+0.01%	● 50.38 ($53.95) 57.84	$120.88	124.06%	New holding	62,000	62,000
UL	Unilever PLC	2023-09-30	New Buy New Buy	+0.01%	● 54.9 ($57.8) 60.96	$63.66	10.14%	New holding	64,543	72,610
CB	Chubb Ltd	2023-09-30	New Buy New Buy	+0.01%	● 188.09 ($202.16) 214.27	$354.03	75.12%	New holding	10,250	10,250
ELV	Elevance Health Inc	2023-09-30	New Buy New Buy	+0.01%	● 414.13 ($453.58) 475.93	$391.40	-13.71%	New holding	8,500	8,500

100/Page

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