Gates Foundation Exits Microsoft Stake, Adds West Pharma in Q1 13F

The Gates Foundation Trust has fully exited its Microsoft (MSFT.OQ) position and initiated a stake in West Pharmaceutical Services (WST) as disclosed in its latest 13F filing for Q1. The reallocation comes from the foundation’s roughly $31.6 billion endowment, marking the end of a long-held mega-cap tech holding. West is noted for 32 straight years of dividend growth, a forward yield near 0.3 percent, and analyst forecasts projecting 14–15 percent annualized EPS growth through 2027 at a 37.6x forward P/E. The filing signals modest institutional rotation toward defensive healthcare names.