David Rolfe - Wedgewood Partners 13F Activity & Position Changes (Q1 2017)
According to the SEC 13F filed on Aug 14, 2026, the Wedgewood Partners portfolio showed several notable changes in holdings as of quarter-end Mar 31, 2017. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.
During Q1 2017, the filing reported:
New Buys - Boeing Company (The)
Increases - QUALCOMM Incorporated, TJX Companies, Inc. (The), Tractor Supply Company, Verizon Communications Inc.
Reductions - Apple Inc., Ameren Corporation, Berkshire Hathaway Inc. New, Cognizant Technology Solutions , Fastenal Company, and 6 more
Complete Exits - LKQ Corporation
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
|
Q1 2017
|
AAPL
Apple Inc.
|
Sell |
-1,304,729
|
|
Q1 2017
|
AEE
Ameren Corporation
|
Sell |
-1,250
|
|
Q1 2017
|
BA
Boeing Company (The)
|
Buy - Position Entry |
+1,250
|
|
Q1 2017
|
BRK-B
Berkshire Hathaway Inc. New
|
Sell |
-306,367
|
|
Q1 2017
|
CTSH
Cognizant Technology Solutions
|
Sell |
-206,477
|
|
Q1 2017
|
FAST
Fastenal Company
|
Sell |
-188,186
|
|
Q1 2017
|
KHC
The Kraft Heinz Company
|
Sell |
-368,645
|
|
Q1 2017
|
LKQ
LKQ Corporation
|
Sell - Position Exit |
-3,830,200
|
|
Q1 2017
|
PAYX
Paychex, Inc.
|
Sell |
-1,175
|
|
Q1 2017
|
QCOM
QUALCOMM Incorporated
|
Buy |
+1,160,993
|
|
Q1 2017
|
ROST
Ross Stores, Inc.
|
Sell |
-117,904
|
|
Q1 2017
|
SCHW
Charles Schwab Corporation (The
|
Sell |
-896,108
|
|
Q1 2017
|
SLB
Schlumberger N.V.
|
Sell |
-301,715
|
|
Q1 2017
|
TJX
TJX Companies, Inc. (The)
|
Buy |
+637,261
|
|
Q1 2017
|
TSCO
Tractor Supply Company
|
Buy |
+643,844
|
|
Q1 2017
|
USB
U.S. Bancorp
|
Sell |
-12,150
|
|
Q1 2017
|
VZ
Verizon Communications Inc.
|
Buy |
+110
|