David Rolfe - Wedgewood Partners 13F Activity & Position Changes (Q1 2017)
As of Mar 31, 2017, the Wedgewood Partners portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 15, 2026. 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
|