Bill Gates

Bill Gates

13F
Bill & Melinda Gates Foundation Trust
Last update 2024-02-14 24 Stocks (0 new)
Value $42.28 Bil Turnover 0 %
Countries:
Portfolio Report

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

Type:
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
BRK.B
Berkshire Hathaway Inc2023-12-31Reduce
-2.35%
●
331.71 ($350.99) 362.68
$417.22
18.87%
Reduce -11.6%
19,916,349
-2,613,252
MSFT
Microsoft Corp2023-12-31Reduce
-0.87%
●
313.39 ($355.93) 382.7
$410.32
15.28%
Reduce -2.74%
38,210,869
-1,075,301
DE
Deere & Co2023-12-31Reduce
-0.35%
●
359.39 ($377.05) 401.64
$364.66
-3.29%
Reduce -9.2%
3,557,378
-360,315
IYW
iShares U.S. Technology ETF2023-12-31Sold Out
-0.02%
●
101.31 ($113.27) 123.31
$132.68
17.14%
Sold Out
0
-57,600
AAPL
Apple Inc2023-12-31Sold Out
-0.02%
●
166.89 ($184.64) 198.11
$182.52
-1.15%
Sold Out
0
-52,815
META
Meta Platforms Inc2023-12-31Sold Out
-0.02%
●
288.35 ($325.65) 358.32
$484.03
48.64%
Sold Out
0
-27,035
KBWB
Invesco KBW Bank ETF2023-12-31Sold Out
-0.01%
●
36.74 ($42.31) 49.8
$49.28
16.47%
Sold Out
0
-50,270
XLK
Technology Select Sector SPDR ETF2023-12-31Sold Out
-0.01%
●
160.19 ($178.05) 193.07
$205.29
15.30%
Sold Out
0
-24,300
ADBE
Adobe Inc2023-12-31Sold Out
-0.01%
●
507.03 ($576.76) 633.66
$553.42
-4.05%
Sold Out
0
-5,485
AMAT
Applied Materials Inc2023-12-31Sold Out
-0.01%
●
130.11 ($146.92) 164.28
$197.15
34.19%
Sold Out
0
-22,800
AMGN
Amgen Inc2023-12-31Sold Out
-0.01%
●
255.7 ($272.47) 288.46
$289.18
6.13%
Sold Out
0
-11,050
AMZN
Amazon.com Inc2023-12-31Sold Out
-0.01%
●
119.57 ($140.18) 154.07
$174.99
24.83%
Sold Out
0
-44,000
AVGO
Broadcom Inc2023-12-31Sold Out
-0.01%
●
814.83 ($946.88) 1147
$1,296.37
36.91%
Sold Out
0
-6,500
CSCO
Cisco Systems Inc2023-12-31Sold Out
-0.01%
●
47.7 ($51.09) 54.39
$48.86
-4.36%
Sold Out
0
-62,000
GOOGL
Alphabet Inc2023-12-31Sold Out
-0.01%
●
122.17 ($134.36) 141.52
$143.95
7.14%
Sold Out
0
-38,400
NVDA
NVIDIA Corp2023-12-31Sold Out
-0.01%
●
403.26 ($463.42) 504.09
$788.17
70.08%
Sold Out
0
-9,165
BKNG
Booking Holdings Inc2023-12-31Sold Out
-0.01%
●
2742.69 ($3118.13) 3566.65
$3,505.96
12.44%
Sold Out
0
-1,650
AMP
Ameriprise Financial Inc2023-12-31Sold Out
-0.01%
●
307.14 ($342.9) 381.62
$407.12
18.73%
Sold Out
0
-12,400
ELV
Elevance Health Inc2023-12-31Sold Out
-0.01%
●
433.51 ($462.41) 488.06
$514.09
11.18%
Sold Out
0
-8,500
CB
Chubb Ltd2023-12-31Sold Out
-0.01%
●
204.91 ($218.69) 229.43
$256.01
17.07%
Sold Out
0
-10,250
CVS
CVS Health Corp2023-12-31Sold Out
-0.01%
●
66.29 ($71.17) 79
$77.20
8.47%
Sold Out
0
-32,500
CVX
Chevron Corp2023-12-31Sold Out
-0.01%
●
141.77 ($151.24) 169.1
$154.66
2.26%
Sold Out
0
-21,500
ETN
Eaton Corp PLC2023-12-31Sold Out
-0.01%
●
193.99 ($220.73) 240.82
$284.93
29.09%
Sold Out
0
-26,100
GS
The Goldman Sachs Group Inc2023-12-31Sold Out
-0.01%
●
289.91 ($333.76) 386.41
$391.05
17.17%
Sold Out
0
-7,060
TT
Trane Technologies PLC2023-12-31Sold Out
-0.01%
●
184.42 ($218.78) 243.95
$281.82
28.81%
Sold Out
0
-15,900
JNJ
Johnson & Johnson2023-12-31Sold Out
-0.01%
●
145.6 ($153.34) 158.88
$161.84
5.54%
Sold Out
0
-14,945
JPM
JPMorgan Chase & Co2023-12-31Sold Out
-0.01%
●
135.69 ($151.54) 170.3
$183.99
21.41%
Sold Out
0
-29,600
LMT
Lockheed Martin Corp2023-12-31Sold Out
-0.01%
●
397.35 ($443.05) 458.04
$431.12
-2.69%
Sold Out
0
-5,900
MS
Morgan Stanley2023-12-31Sold Out
-0.01%
●
70.4 ($80) 93.66
$86.55
8.19%
Sold Out
0
-27,880
NSC
Norfolk Southern Corp2023-12-31Sold Out
-0.01%
●
184.53 ($209.57) 236.53
$258.01
23.11%
Sold Out
0
-11,700
ORCL
Oracle Corp2023-12-31Sold Out
-0.01%
●
100.31 ($109.14) 117.16
$111.95
2.57%
Sold Out
0
-39,800
PFE
Pfizer Inc2023-12-31Sold Out
-0.01%
●
26.13 ($30.23) 33.94
$27.76
-8.17%
Sold Out
0
-68,000
PG
Procter & Gamble Co2023-12-31Sold Out
-0.01%
●
143 ($148.11) 153.52
$161.03
8.72%
Sold Out
0
-22,975
PHM
PulteGroup Inc2023-12-31Sold Out
-0.01%
●
69.65 ($84.98) 104.88
$105.74
24.43%
Sold Out
0
-53,500
PNC
PNC Financial Services Group Inc2023-12-31Sold Out
-0.01%
●
109.71 ($129.47) 155.63
$146.12
12.86%
Sold Out
0
-17,400
SLB
Schlumberger Ltd2023-12-31Sold Out
-0.01%
●
48.46 ($54.35) 60.59
$48.82
-10.17%
Sold Out
0
-47,005
TJX
TJX Companies Inc2023-12-31Sold Out
-0.01%
●
87.19 ($89.71) 93.81
$99.38
10.78%
Sold Out
0
-42,500
TMO
Thermo Fisher Scientific Inc2023-12-31Sold Out
-0.01%
●
431.41 ($484.03) 532.94
$564.71
16.67%
Sold Out
0
-5,675
TTE
TotalEnergies SE2023-12-31Sold Out
-0.01%
●
62.82 ($66.67) 69.16
$64.51
-3.24%
Sold Out
0
-38,500
UL
Unilever PLC2023-12-31Sold Out
-0.01%
●
46.26 ($47.96) 48.94
$50.66
5.63%
Sold Out
0
-72,610
UNH
UnitedHealth Group Inc2023-12-31Sold Out
-0.01%
●
509.47 ($533.34) 552.97
$527.24
-1.14%
Sold Out
0
-5,665
V
Visa Inc2023-12-31Sold Out
-0.01%
●
228.81 ($246.48) 262.38
$283.60
15.06%
Sold Out
0
-14,000
XOM
Exxon Mobil Corp2023-12-31Sold Out
-0.01%
●
98.05 ($105.1) 115.83
$103.84
-1.20%
Sold Out
0
-17,000
XLP
Consumer Staples Select Sector SPDR2023-12-31Sold Out
0%
●
66.22 ($69.27) 72.3
$74.78
7.95%
Sold Out
0
-25,500
GOOG
Alphabet Inc2023-12-31Sold Out
0%
●
123.4 ($135.69) 142.82
$145.29
7.07%
Sold Out
0
-14,000
AMT
American Tower Corp2023-12-31Sold Out
0%
●
157.68 ($188.99) 217.16
$189.93
0.50%
Sold Out
0
-11,000
DIS
The Walt Disney Co2023-12-31Sold Out
0%
●
79.32 ($88.16) 96.06
$107.74
22.21%
Sold Out
0
-16,800
EMN
Eastman Chemical Co2023-12-31Sold Out
0%
●
69.03 ($79.7) 90.72
$86.61
8.67%
Sold Out
0
-25,000
HD
The Home Depot Inc2023-12-31Sold Out
0%
●
276.46 ($309.69) 354
$371.96
20.11%
Sold Out
0
-5,692
LOW
Lowe's Companies Inc2023-12-31Sold Out
0%
●
183.62 ($202.7) 225.59
$232.56
14.73%
Sold Out
0
-8,983
MRK
Merck & Co Inc2023-12-31Sold Out
0%
●
100.18 ($103.8) 109.02
$129.45
24.71%
Sold Out
0
-17,740
PEP
PepsiCo Inc2023-12-31Sold Out
0%
●
158.08 ($165.85) 172.01
$169.60
2.26%
Sold Out
0
-9,700
TGT
Target Corp2023-12-31Sold Out
0%
●
105.01 ($122.07) 142.54
$151.48
24.09%
Sold Out
0
-15,200
RTX
RTX Corp2023-12-31Sold Out
0%
●
69.38 ($79.14) 84.17
$90.01
13.74%
Sold Out
0
-20,200
BRK.B
Berkshire Hathaway Inc2023-09-30Reduce
-2.12%
●
340.9 ($354.77) 370.48
$417.22
17.60%
Reduce -10.39%
22,529,601
-2,613,252
AAPL
Apple Inc2023-09-30New Buy
+0.02%
●
170.43 ($183.38) 196.45
$182.52
-0.47%
New holding
52,815
52,815
META
Meta Platforms Inc2023-09-30New Buy
+0.02%
●
283.25 ($301.3) 325.48
$484.03
60.65%
New holding
27,035
27,035
IYW
iShares U.S. Technology ETF2023-09-30New Buy
+0.02%
●
103.39 ($108.75) 113.67
$132.68
22.00%
New holding
57,600
57,600
MSFT
Microsoft Corp2023-09-30Add
+0.02%
●
312.14 ($330.44) 359.49
$410.32
24.17%
Add 0.05%
39,286,170
21,500
ADBE
Adobe Inc2023-09-30New Buy
+0.01%
●
481.29 ($524.63) 564.88
$553.42
5.49%
New holding
5,485
5,485
GOOGL
Alphabet Inc2023-09-30New Buy
+0.01%
●
116.45 ($129.36) 138.21
$143.95
11.28%
New holding
38,400
38,400
AMZN
Amazon.com Inc2023-09-30New Buy
+0.01%
●
125.98 ($134) 144.85
$174.99
30.59%
New holding
44,000
44,000
AMP
Ameriprise Financial Inc2023-09-30New Buy
+0.01%
●
326.95 ($341.28) 356.9
$407.12
19.29%
New holding
12,400
12,400
AMGN
Amgen Inc2023-09-30New Buy
+0.01%
●
218.65 ($249.56) 271.46
$289.18
15.88%
New holding
11,050
11,050
ELV
Elevance Health Inc2023-09-30New Buy
+0.01%
●
414.13 ($453.58) 475.93
$514.09
13.34%
New holding
8,500
8,500
AMAT
Applied Materials Inc2023-09-30New Buy
+0.01%
●
134.04 ($143.4) 153.99
$197.15
37.48%
New holding
22,800
22,800
BKNG
Booking Holdings Inc2023-09-30New Buy
+0.01%
●
2632.69 ($3027.95) 3243.01
$3,505.96
15.79%
New holding
1,650
1,650
AVGO
Broadcom Inc2023-09-30New Buy
+0.01%
●
808.36 ($866.82) 922.89
$1,296.37
49.55%
New holding
6,500
6,500
CVS
CVS Health Corp2023-09-30New Buy
+0.01%
●
65.17 ($70.86) 76.41
$77.20
8.95%
New holding
32,500
32,500
CVX
Chevron Corp2023-09-30New Buy
+0.01%
●
152.88 ($161.52) 171.04
$154.66
-4.25%
New holding
21,500
21,500
CSCO
Cisco Systems Inc2023-09-30New Buy
+0.01%
●
50.38 ($53.95) 57.84
$48.86
-9.43%
New holding
62,000
62,000
XOM
Exxon Mobil Corp2023-09-30New Buy
+0.01%
●
100.92 ($109.68) 120.2
$103.84
-5.32%
New holding
17,000
17,000
GS
The Goldman Sachs Group Inc2023-09-30New Buy
+0.01%
●
313 ($334.12) 358.93
$391.05
17.04%
New holding
7,060
7,060
KBWB
Invesco KBW Bank ETF2023-09-30New Buy
+0.01%
●
39.52 ($42.64) 45.81
$49.28
15.57%
New holding
50,270
50,270
JPM
JPMorgan Chase & Co2023-09-30New Buy
+0.01%
●
143.21 ($149.9) 158
$183.99
22.74%
New holding
29,600
29,600
JNJ
Johnson & Johnson2023-09-30New Buy
+0.01%
●
155.75 ($165.01) 174.48
$161.84
-1.92%
New holding
14,945
14,945
LMT
Lockheed Martin Corp2023-09-30New Buy
+0.01%
●
408.72 ($443.64) 469.97
$431.12
-2.82%
New holding
5,900
5,900
MS
Morgan Stanley2023-09-30New Buy
+0.01%
●
81.65 ($86.82) 94.67
$86.55
-0.31%
New holding
27,880
27,880
NSC
Norfolk Southern Corp2023-09-30New Buy
+0.01%
●
195.64 ($216.16) 237.49
$258.01
19.36%
New holding
11,700
11,700
NVDA
NVIDIA Corp2023-09-30New Buy
+0.01%
●
408.55 ($448.03) 493.55
$788.17
75.92%
New holding
9,165
9,165
ORCL
Oracle Corp2023-09-30New Buy
+0.01%
●
104.62 ($115.75) 126.71
$111.95
-3.28%
New holding
39,800
39,800
PNC
PNC Financial Services Group Inc2023-09-30New Buy
+0.01%
●
115.77 ($125.83) 136.89
$146.12
16.12%
New holding
17,400
17,400
PFE
Pfizer Inc2023-09-30New Buy
+0.01%
●
32.09 ($35.36) 37.51
$27.76
-21.49%
New holding
68,000
68,000
PG
Procter & Gamble Co2023-09-30New Buy
+0.01%
●
145.86 ($152.75) 157.09
$161.03
5.42%
New holding
22,975
22,975
PHM
PulteGroup Inc2023-09-30New Buy
+0.01%
●
73.2 ($79.71) 86.01
$105.74
32.66%
New holding
53,500
53,500
SLB
SLB2023-09-30New Buy
+0.01%
●
49.12 ($57.99) 62.1
$48.82
-15.81%
New holding
47,005
47,005
XLK
Technology Select Sector SPDR ETF2023-09-30New Buy
+0.01%
●
161.97 ($171.51) 180.26
$205.29
19.70%
New holding
24,300
24,300
TJX
TJX Companies Inc2023-09-30New Buy
+0.01%
●
82.7 ($88.05) 93.59
$99.38
12.87%
New holding
42,500
42,500
TMO
Thermo Fisher Scientific Inc2023-09-30New Buy
+0.01%
●
498.29 ($532.87) 574.41
$564.71
5.98%
New holding
5,675
5,675
TTE
TotalEnergies SE2023-09-30New Buy
+0.01%
●
55.39 ($61.84) 66.84
$64.51
4.32%
New holding
38,500
38,500
UL
Unilever PLC2023-09-30New Buy
+0.01%
●
48.8 ($51.37) 54.19
$50.66
-1.38%
New holding
72,610
72,610
UPS
United Parcel Service Inc2023-09-30Add
+0.01%
●
151.9 ($172.61) 188.34
$148.63
-13.89%
Add 1.94%
755,089
14,400
UNH
UnitedHealth Group Inc2023-09-30New Buy
+0.01%
●
447.75 ($492.14) 510.93
$527.24
7.13%
New holding
5,665
5,665
V
Visa Inc2023-09-30New Buy
+0.01%
●
229.5 ($240.37) 248.11
$283.60
17.98%
New holding
14,000
14,000
ETN
Eaton Corp PLC2023-09-30New Buy
+0.01%
●
197.75 ($215.58) 238.04
$284.93
32.17%
New holding
26,100
26,100
TT
Trane Technologies PLC2023-09-30New Buy
+0.01%
●
189.19 ($200.33) 210.4
$281.82
40.68%
New holding
15,900
15,900
CB
Chubb Ltd2023-09-30New Buy
+0.01%
●
188.09 ($202.16) 214.27
$256.01
26.64%
New holding
10,250
10,250
GOOG
Alphabet Inc2023-09-30New Buy
0%
●
116.87 ($130.02) 138.99
$145.29
11.74%
New holding
14,000
14,000
AMT
American Tower Corp2023-09-30New Buy
0%
●
159.69 ($182.65) 198.36
$189.93
3.99%
New holding
11,000
11,000
DIS
The Walt Disney Co2023-09-30New Buy
0%
●
79.9 ($85.41) 91.76
$107.74
26.14%
New holding
16,800
16,800
100/Page
Total 145

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