By Rich Duprey
Publication Date: 2026-05-16 13:29:00
Quick Read
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Microsoft (MSFT) generated $281B in trailing revenue and $149B in operating income, with Azure growing at double-digit pace and unique competitive advantages in AI infrastructure through entrenched enterprise ecosystems. The Bill Gates Foundation Trust exited its final position by selling all remaining shares after reducing holdings from 28.5M to zero shares, a move driven by portfolio diversification, valuation optimization, and funding obligations rather than confidence loss.
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Gates’ complete exit from Microsoft reflects rational asset allocation for a charitable foundation managing liquidity needs and concentration risk, not a loss of faith in Microsoft’s AI-driven business transformation and ability to convert enterprise technology investments into recurring revenue.
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The analyst who called NVIDIA in 2010 just named his top 10 stocks and Microsoft wasn’t one of them. Get them here FREE.
For decades, owning shares of Microsoft (NASDAQ:MSFT) felt…
