Bill Gates - Bill & Melinda Gates Foundation Trust 13F Activity & Position Changes (Q1 2026)
As of Mar 31, 2026, the Bill & Melinda Gates Foundation Trust portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 15, 2026. 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 Q1 2026, the filing reported:
New Buys - None reported
Increases - None reported
Reductions - Berkshire Hathaway Inc. New, Waste Management, Inc.
Complete Exits - Microsoft Corporation
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.