13F Filings History of WEDGEWOOD PARTNERS INC

Latest 13F report
Q4 2025 - 17 Feb 2026
Value $
$535,491,123
Notable people
David Rolfe
Signature - Title
Steven D. Kaufmann - Director of Business Development & Trading
Location
St Louis, MO
Summary
This page shows a list of all the recent 13F filings made by WEDGEWOOD PARTNERS INC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. WEDGEWOOD PARTNERS INC reported 21 stock holdings with total value $535,491,123 as of Q4 2025. Top holdings included TSM, GOOGL, META, AAPL, and MSFT.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 21 $535,491,123 +$51,420,224 -$55,289,697 -$3,869,473 TSM, GOOGL, META, AAPL, MSFT 13F-HR 17 Feb 2026, 16:03
Q3 2025 19 $547,897,792 +$16,888,169 -$2,295,202 +$14,592,967 TSM, META, GOOGL, AAPL, MSFT 13F-HR 14 Nov 2025, 16:14
Q2 2025 19 $515,189,619 +$38,168,196 -$32,083,357 +$6,084,839 META, TSM, MSFT, GOOGL, AAPL 13F-HR 14 Aug 2025, 16:26
Q1 2025 20 $496,460,184 +$45,463,354 -$43,074,632 +$2,388,722 TSM, META, GOOGL, AAPL, MSFT 13F-HR 15 May 2025, 15:46
Q4 2024 19 $507,932,876 +$21,699,387 -$23,015,797 -$1,316,410 TSM, GOOGL, META, AAPL, PYPL 13F-HR 14 Feb 2025, 16:00
Q3 2024 19 $532,808,916 $0 -$6,301,179 -$6,301,179 META, GOOGL, TSM, PYPL, V 13F-HR 14 Nov 2024, 16:01
Q2 2024 19 $466,836,046 $0 -$18,612,516 -$18,612,516 META, GOOGL, TSM, AAPL, V 13F-HR 13 Aug 2024, 15:50
Q1 2024 19 $499,793,858 +$16,717,326 -$6,503,034 +$10,214,292 GOOGL, META, TSM, V, AAPL 13F-HR 16 May 2024, 11:34
Q4 2023 20 $395,289,269 +$18,868,820 -$22,153,805 -$3,284,985 GOOGL, V, AAPL, PYPL, MSFT 13F-HR 14 Feb 2024, 16:03
Q3 2023 21 $417,940,280 +$17,247,607 -$186,674,711 -$169,427,104 META, GOOGL, AAPL, MSI, V 13F-HR 14 Nov 2023, 16:14
Q2 2023 36 $620,287,000 +$12,362,019 -$31,547,847 -$19,185,828 AAPL, META, MSI, V, GOOGL 13F-HR 14 Aug 2023, 16:07
Q1 2023 37 $589,666,000 +$27,979,515 -$33,869,954 -$5,890,439 AAPL, MSI, V, TSCO, META 13F-HR 15 May 2023, 09:15
Q4 2022 41 $544,321,000 +$17,721,465 -$21,498,920 -$3,777,455 AAPL, MSI, V, TSCO, UNH 13F-HR 14 Feb 2023, 16:05
Q3 2022 40 $531,535,000 +$38,091,379 -$23,117,335 +$14,974,044 AAPL, MSI, V, TSCO, MSFT 13F-HR 14 Nov 2022, 15:51
Q2 2022 40 $578,932,000 +$24,041,588 -$35,371,940 -$11,330,352 AAPL, V, MSFT, GOOGL, META 13F-HR 15 Aug 2022, 16:00
Q1 2022 42 $709,048,000 +$65,596,190 -$32,336,456 +$33,259,734 AAPL, META, V, TSCO, GOOGL 13F-HR 16 May 2022, 07:53
Q4 2021 39 $753,279,000 +$46,287,094 -$73,922,176 -$27,635,082 AAPL, META, GOOGL, TSCO, EW 13F-HR 14 Feb 2022, 16:47
Q3 2021 40 $709,118,000 +$30,960,955 -$29,995,652 +$965,303 EW, AAPL, GOOGL, META, MSI 13F-HR 12 Nov 2021, 16:03
Q2 2021 40 $689,959,000 +$17,398,103 -$54,607,661 -$37,209,558 GOOGL, AAPL, META, EW, PYPL 13F-HR 13 Aug 2021, 16:03
Q1 2021 38 $649,526,000 +$39,017,001 -$92,192,226 -$53,175,225 GOOGL, AAPL, META, EW, TSCO 13F-HR 17 May 2021, 13:07
Q4 2020 38 $672,197,000 +$13,849,107 -$52,142,200 -$38,293,093 AAPL, EW, PYPL, META, GOOGL 13F-HR 12 Feb 2021, 16:39
Q3 2020 35 $632,269,000 +$89,706,146 -$43,931,863 +$45,774,283 AAPL, EW, TSCO, META, PYPL 13F-HR 13 Nov 2020, 16:03
Q2 2020 38 $590,147,000 +$46,305,284 -$94,225,407 -$47,920,123 AAPL, META, TSCO, EW, V 13F-HR 14 Aug 2020, 16:07
Q1 2020 41 $527,435,000 +$31,968,030 -$327,791,562 -$295,823,532 AAPL, EW, META, V, GOOGL 13F-HR 15 May 2020, 17:20
Q4 2019 39 $986,101,000 +$102,340,765 -$346,262,946 -$243,922,181 AAPL, EW, META, V, GOOGL Restatement 14 Feb 2020, 17:13
Q3 2019 38 $1,128,231,000 +$91,393,226 -$149,991,757 -$58,598,531 AAPL, EW, V, META, GOOGL 13F-HR 14 Nov 2019, 16:49
Q2 2019 38 $1,181,416,000 +$125,270,931 -$327,770,623 -$202,499,692 AAPL, V, META, EW, TSCO 13F-HR 14 Aug 2019, 16:33
Q1 2019 36 $1,369,593,000 +$56,123,321 -$429,022,749 -$372,899,428 EW, AAPL, BRKB, V, META 13F-HR 15 May 2019, 16:15
Q4 2018 35 $1,506,790,000 +$36,176,430 -$180,797,123 -$144,620,693 BRKB, AAPL, EW, V, META 13F-HR 14 Feb 2019, 16:50
Q3 2018 36 $1,995,086,000 +$190,325,099 -$336,501,994 -$146,176,895 AAPL, BRKB, V, EW, TSCO 13F-HR 14 Nov 2018, 16:11
Q2 2018 34 $1,980,210,000 +$5,908,505 -$301,993,388 -$296,084,883 AAPL, BRKB, V, META, EW 13F-HR 14 Aug 2018, 16:23
Q1 2018 34 $2,174,312,000 +$285,064,586 -$556,448,042 -$271,383,456 BRKB, AAPL, EW, V, BKNG 13F-HR 15 May 2018, 16:05
Q4 2017 36 $2,470,969,000 +$29,815,510 -$741,190,175 -$711,374,665 BRKB, AAPL, V, TSCO, GOOGL 13F-HR 14 Feb 2018, 18:07
Q3 2017 38 $2,931,980,000 +$85,235,140 -$547,232,390 -$461,997,250 BRKB, AAPL, V, GOOGL, TSCO 13F-HR 14 Nov 2017, 16:29
Q2 2017 37 $3,265,181,000 +$160,061,958 -$784,066,734 -$624,004,776 BRKB, AAPL, PCLN, V, KHC 13F-HR 14 Aug 2017, 16:34
Q1 2017 37 $3,882,589,000 +$380,848,257 -$825,370,950 -$444,522,693 BRKB, AAPL, KHC, PCLN, V 13F-HR 15 May 2017, 16:40
Q4 2016 36 $4,095,974,000 +$243,333,640 -$998,049,062 -$754,715,422 AAPL, BRKB, KHC, PCLN, SLB 13F-HR 14 Feb 2017, 16:30
Q3 2016 35 $4,769,815,000 +$215,966,300 -$554,883,456 -$338,917,156 AAPL, BRKB, PCLN, KHC, SLB 13F-HR 14 Nov 2016, 16:43
Q2 2016 35 $4,935,205,000 +$252,024,979 -$767,136,562 -$515,111,583 BRKB, AAPL, KHC, CTSH, PCLN 13F-HR 15 Aug 2016, 15:43
Q1 2016 37 $5,514,584,000 +$383,727,153 -$729,188,007 -$345,460,854 AAPL, BRKB, CTSH, PCLN, SRCL 13F-HR 16 May 2016, 11:49
Q4 2015 24 $5,823,312,000 +$329,814,691 -$1,513,432,490 -$1,183,617,799 BRKB, AAPL, ESRX, QCOM, MTB 13F-HR 16 Feb 2016, 16:42
Q3 2015 24 $6,869,369,000 +$918,733,591 -$897,926,739 +$20,806,852 BRKB, AAPL, QCOM, ESRX, MTB 13F-HR 16 Nov 2015, 11:09
Q2 2015 22 $7,466,924,000 +$298,922,759 -$153,434,494 +$145,488,265 QCOM, BRKB, ESRX, AAPL, MTB Restatement 17 Aug 2015, 11:47
Q1 2015 22 $7,451,513,000 +$621,350,108 -$428,629,502 +$192,720,606 QCOM, BRKB, ESRX, AAPL, CTSH 13F-HR 15 May 2015, 16:10
Q4 2014 22 $7,416,945,000 +$1,205,643,846 -$350,200,769 +$855,443,077 QCOM, BRKB, ESRX, CTSH, AAPL 13F-HR 17 Feb 2015, 16:42
Q3 2014 21 $6,186,659,000 +$563,734,712 -$136,308,770 +$427,425,942 BRKB, QCOM, AAPL, EMC, ESRX 13F-HR 14 Nov 2014, 16:16
Q2 2014 22 $5,733,792,000 +$1,140,254,525 -$261,813,324 +$878,441,201 AAPL, BRKB, QCOM, ESRX, EMC 13F-HR 14 Aug 2014, 15:39
Q1 2014 21 $5,401,112,000 +$1,294,817,074 -$603,564,608 +$691,252,466 BRKB, AAPL, ESRX, QCOM, EMC 13F-HR 15 May 2014, 17:51
Q4 2013 21 $4,807,716,000 $0 $0 $0 AAPL, CTSH, QCOM, BRKB, EMC 13F-HR 14 Feb 2014, 15:35