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GATES FOUNDATION TRUST: WM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of GATES FOUNDATION TRUST on WM, newest first. How the timeline and the estimate are built.

GATES FOUNDATION TRUST held 26,720,744 WM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,720,744 shares
    Change vs previous 13F -921,600 shares

    17.3% of the 13F portfolio, value $5,955,519,423.

    13F-HR 0001104659-26-097175 filed by GATES FOUNDATION TRUST
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 27,642,344 shares
    Change vs previous 13F -1,292,000 shares

    20.06% of the 13F portfolio, value $6,351,934,228.

    13F-HR 0001104659-26-062592 filed by GATES FOUNDATION TRUST
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 28,934,344 shares
    Change vs previous 13F 0 shares

    17.98% of the 13F portfolio, value $6,357,164,720.

    13F-HR 0001104659-26-016458 filed by GATES FOUNDATION TRUST
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 28,934,344 shares
    Change vs previous 13F -3,300,000 shares

    17.47% of the 13F portfolio, value $6,389,571,186.

    13F-HR 0001104659-25-112544 filed by GATES FOUNDATION TRUST
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 32,234,344 shares
    Change vs previous 13F 0 shares

    15.44% of the 13F portfolio, value $7,375,862,594.

    13F-HR 0001104659-25-078647 filed by GATES FOUNDATION TRUST
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 32,234,344 shares
    Change vs previous 13F 0 shares

    17.85% of the 13F portfolio, value $7,462,572,979.

    13F-HR 0001104659-25-049456 filed by GATES FOUNDATION TRUST
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 32,234,344 shares
    Change vs previous 13F 0 shares

    15.48% of the 13F portfolio, value $6,504,568,276.

    13F-HR 0001104659-25-014123 filed by GATES FOUNDATION TRUST
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 32,234,344 shares
    Change vs previous 13F not available

    14.84% of the 13F portfolio, value $6,691,849,814.

    13F-HR 0001104659-24-119000 filed by GATES FOUNDATION TRUST
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).