Bill Gates - Bill & Melinda Gates Foundation Trust Portfolio

Name: Investment Portfolio Data
License: https://creativecommons.org/licenses/by/4.0/

Period Date		Mar 31, 2025
Filing Date		May 15, 2025
Total Stocks		25
Portfolio Value		$41.81B

Bill & Melinda Gates Foundation Trust Activity

Date	Symbol	Name	Type	Quantity	Value	Remaining
Q4 2023Dec 31, 2023	PFE Pfizer, Inc.	Pfizer, Inc.	Sell - Position Exit	-68,000-100.0%	$0.00	-
Q4 2023Dec 31, 2023	UL Unilever PLC	Unilever PLC	Sell - Position Exit	-72,610-100.0%	$0.00	-
Q4 2023Dec 31, 2023	DE Deere & Company	Deere & Company	Sell	-360,315-9.2%	$1.42B	3,557,378
Q4 2023Dec 31, 2023	MSFT Microsoft Corporation	Microsoft Corporation	Sell	-1,075,301-2.7%	$14.37B	38,210,869
Q4 2023Dec 31, 2023	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Sell	-2,613,252-11.6%	$7.10B	19,916,349
Q3 2023Sep 30, 2023	UL Unilever PLC	Unilever PLC	Buy - Position Entry	+72,610	$3.59M	72,610
Q3 2023Sep 30, 2023	PFE Pfizer, Inc.	Pfizer, Inc.	Buy - Position Entry	+68,000	$2.26M	68,000
Q3 2023Sep 30, 2023	CSCO Cisco Systems, Inc.	Cisco Systems, Inc.	Buy - Position Entry	+62,000	$3.33M	62,000
Q3 2023Sep 30, 2023	IYW iShares U.S. Technology ETF	iShares U.S. Technology ETF	Buy - Position Entry	+57,600	$6.04M	57,600
Q3 2023Sep 30, 2023	PHM PulteGroup, Inc.	PulteGroup, Inc.	Buy - Position Entry	+53,500	$3.96M	53,500
Q3 2023Sep 30, 2023	AAPL Apple Inc.	Apple Inc.	Buy - Position Entry	+52,815	$9.04M	52,815
Q3 2023Sep 30, 2023	KBWB Invesco KBW Bank ETF	Invesco KBW Bank ETF	Buy - Position Entry	+50,270	$2.01M	50,270
Q3 2023Sep 30, 2023	SLB Schlumberger N.V.	Schlumberger N.V.	Buy - Position Entry	+47,005	$2.74M	47,005
Q3 2023Sep 30, 2023	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Buy - Position Entry	+44,000	$5.59M	44,000
Q3 2023Sep 30, 2023	TJX TJX Companies, Inc. (The)	TJX Companies, Inc. (The)	Buy - Position Entry	+42,500	$3.78M	42,500
Q3 2023Sep 30, 2023	ORCL Oracle Corporation	Oracle Corporation	Buy - Position Entry	+39,800	$4.22M	39,800
Q3 2023Sep 30, 2023	TTE TotalEnergies SE	TotalEnergies SE	Buy - Position Entry	+38,500	$2.53M	38,500
Q3 2023Sep 30, 2023	GOOGL Alphabet Inc.	Alphabet Inc.	Buy - Position Entry	+38,400	$5.03M	38,400
Q3 2023Sep 30, 2023	CVS CVS Health Corporation	CVS Health Corporation	Buy - Position Entry	+32,500	$2.27M	32,500
Q3 2023Sep 30, 2023	JPM JP Morgan Chase & Co.	JP Morgan Chase & Co.	Buy - Position Entry	+29,600	$4.29M	29,600
Q3 2023Sep 30, 2023	MS Morgan Stanley	Morgan Stanley	Buy - Position Entry	+27,880	$2.28M	27,880
Q3 2023Sep 30, 2023	META Meta Platforms, Inc.	Meta Platforms, Inc.	Buy - Position Entry	+27,035	$8.12M	27,035
Q3 2023Sep 30, 2023	XLP SPDR Select Sector Fund - Consu	SPDR Select Sector Fund - Consu	Buy - Position Entry	+25,500	$1.75M	25,500
Q3 2023Sep 30, 2023	EMN Eastman Chemical Company	Eastman Chemical Company	Buy - Position Entry	+25,000	$1.92M	25,000
Q3 2023Sep 30, 2023	XLK SPDR Select Sector Fund - Techn	SPDR Select Sector Fund - Techn	Buy - Position Entry	+24,300	$3.98M	24,300
Q3 2023Sep 30, 2023	PG Procter & Gamble Company (The)	Procter & Gamble Company (The)	Buy - Position Entry	+22,975	$3.35M	22,975
Q3 2023Sep 30, 2023	AMAT Applied Materials, Inc.	Applied Materials, Inc.	Buy - Position Entry	+22,800	$3.16M	22,800
Q3 2023Sep 30, 2023	MSFT Microsoft Corporation	Microsoft Corporation	Buy	+21,500+0.1%	$12.40B	39,286,170
Q3 2023Sep 30, 2023	CVX Chevron Corporation	Chevron Corporation	Buy - Position Entry	+21,500	$3.63M	21,500
Q3 2023Sep 30, 2023	RTX RTX Corporation	RTX Corporation	Buy - Position Entry	+20,200	$1.45M	20,200

Page 4 of 11 • 320 total trades

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