Gates's Walmart (WMT) stake

Every quarter of Gates's WMT position from the 13F filings.

WMT against its model

of the portfolio—

shares held—

held since—

peak weight—

Price, and each quarter's move

month-end close · split-adjusted

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Quarter by quarter

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All of Gates's holdings

Source: Gates Foundation Trust's Form 13F-HR filings on SEC EDGAR, each quarter rebuilt from the original and any amendment. A 13F is filed up to 45 days after the quarter ends and lists long US positions only. The reported price is the quarter's value divided by its shares. New to the form? Read how to read a 13F.