Historical portfolio replay
Bill Gates / Gates Foundation snapshot: 6 months replay
A normalized view of five sizable positions disclosed by Gates Foundation Trust at March 31, 2026 that have a complete five-year close-price series in Equity Replay. It is a charitable-trust filing snapshot—not Bill Gates’s personal account or a complete list of holdings.
Historical close-price movement · weights applied once at the start · no trades or rebalancing.
Historical result
What $10,000 would have become
- Estimated value
- $10,051
- Historical change
- +0.5%
- Data through
- Nov 10, 2026
Allocation
Bill Gates / Gates Foundation snapshot holdings
| Ticker | Company | Weight |
|---|---|---|
| WM | Waste Management | 34.1% |
| CNI | Canadian National Railway | 28.6% |
| CAT | Caterpillar | 24.2% |
| ECL | Ecolab | 7.5% |
| WMT | Walmart | 5.6% |
Method
How this historical replay works
Each allocation weight is applied once at the beginning of the selected window. The result is a close-price illustration—not a brokerage record, trade history, rebalancing plan, recommendation, or projection.
Source: SEC Form 13F-HR · Gates Foundation Trust.
Snapshot date: 2026-03-31
Source reviewed: 2026-08-12
Weights are normalized from selected disclosed market values with enough five-year history for comparison. The filing is delayed and limited to reportable securities.
Historical windows