Bill Gates - Bill & Melinda Gates Foundation Trust 13F Activity & Position Changes (Q1 2026)
According to the SEC 13F filed on May 15, 2026, the Bill & Melinda Gates Foundation Trust portfolio showed several notable changes in holdings as of quarter-end Mar 31, 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.