WEDGEWOOD PARTNERS INC
CIK 859804
13F filing for Q2 2026・No. 3,978
- Holdings
- US$484.43M
- Quarter change
- +US$147.6K
- Entries
- 18
- Net bought (estimate)
- −US$56.11M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 0
- Sold out 4
- Cut 11
- Added 7
- Corporate actions 0
- Unchanged 0
Largest holdings
18 stocks worth US$484.43M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| TSMTSMC ADRSPONSORED ADS | Cut | 105,499 | US$50.38M | 10.40% |
| GOOGLAlphabetCAP STK CL A | Cut | 127,237 | US$45.47M | 9.39% |
| METAMetaCL A | Added | 76,471 | US$43.08M | 8.89% |
| AAPLAppleCOM | Cut | 130,682 | US$37.81M | 7.81% |
| MSFTMicrosoftCOM | Added | 89,518 | US$33.39M | 6.89% |
| AMZNAmazonCOM | Added | 135,440 | US$32.28M | 6.66% |
| VVISA INCCOM CL A | Added | 89,188 | US$30.6M | 6.32% |
| MSIMOTOROLA SOLUTIONS INCCOM NEW | Cut | 65,643 | US$27.26M | 5.63% |
| ODFLOLD DOMINION FREIGHT LINE INCOM | Cut | 110,288 | US$23.89M | 4.93% |
| BKNGBOOKING HOLDINGS INCCOM | CutSplit 25:1 | 133,351 | US$23.77M | 4.91% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.