Exited position

Bill Gates’s M & T Bk Corp (MTB) position

Reported position history, portfolio importance and verified filing changes from public SEC disclosures.

Gates Foundation TrustVerified through Q2 2026
Relationship snapshot

At a glance

The full verified relationship, including prior ownership episodes and exits where supported.

First reportedQ2 2009Earliest verified positive filing snapshot
Latest statusExited positionBased on the latest supported relationship state
Peak shares1,000.00KHighest verified quarter-end share count
Quarters reported6Verified quarters with shares above zero
What happened?

Gates Foundation Trust first reported M & T Bk Corp in Q2 2009. The latest verified relationship event shows that Gates Foundation Trust sold the entire position in Q4 2011, and the stock is no longer reported in the latest verified portfolio.

Verified SEC history

Position over time

See the same verified relationship through reported shares, portfolio weight or reported value.

Metric

Gaps indicate periods that cannot be safely connected or where a verified corporate action changes the raw share scale. Stock price, when available, is market context and not a transaction price.

Key filing events

What changed

Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.

Q4 2011
Sold the entire position−500.00K shares · No shares reported at quarter-end
Q3 2011
New position+500.00K shares · 500.00K shares reported
Filing context

Quarter-end price $69.90 · Estimated holding basis $69.90

Q4 2010
Sold the entire position−750.00K shares · No shares reported at quarter-end
Q3 2010
New position+750.00K shares · 750.00K shares reported
Filing context

Quarter-end price $81.81 · Estimated holding basis $81.81

Q2 2010
Sold the entire position−1,000.00K shares · No shares reported at quarter-end
Q3 2009
New position+1,000.00K shares · 1,000.00K shares reported
Filing context

Quarter-end price $62.32 · Estimated holding basis $50.93

2 unchanged quarters are collapsed by default.

Portfolio importance

How important was M & T Bk Corp in Gates Foundation Trust’s reported portfolio?

Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.

Last reported portfolio weight0.2%Q3 2011
Last reported rank#23of 32 reported positions
Peak portfolio weight0.7%Q2 2009
Best historical rank#18Q2 2009
At peak importanceQ2 2009
MTB
0.7%
Largest holding
48.4%
Cross-investor discovery

Who else owns M & T Bk Corp?

Also reported by 2 other tracked investors in their latest verified filings.

Ray DalioBridgewater Associates, LP
MTB0.1% of reported portfolio
Joel GreenblattGotham Asset Management
MTB0.0% of reported portfolio
Explore M & T Bk Corp across all tracked investors →
SEC evidence & methodology

SEC filing evidence

Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.

Latest verified stock price$237.822026-09-14

Market context only; not an investor transaction price.

Latest verified investor filingQ2 2026 · filed 2026-08-14
Open SEC filing ↗

This tracker follows the Gates Foundation Trust’s Form 13F disclosures. It is not Bill Gates’s personal brokerage account, and 13F filings do not reveal exact trade dates or execution prices.