Wedgewood Investors Inc.

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 5, 2026), Wedgewood Investors Inc. reported 99 stock positions worth $87.2 million. Its top holding was Microsoft (MSFT) at 5.3% of the portfolio, followed by Erie Indemnity Class A (ERIE, 5.0%) and Alphabet Class C (GOOG, 3.4%). Compared with Q4 2025, it opened 5 new positions, sold out of 11, added to 14 and reduced 31. The biggest buy was a new position in Seagate Technology (STX) and the biggest sale Erie Indemnity Class A (ERIE, shares −5%).

Most Recent 13F
Q2 2026
Location
ERIE, PA
CIK
0001125243
Portfolio Value
$87.2M (Q1 2026)
SEC Filing
0001125243-26-000002 ↗ filed May 5, 2026

Holdings Value

0$20.0M$40.0M$60.0M$80.0M$100.0M Q2 2024: $84.2M Q2 2024 Q3 2024: $91.6M Q3 2024 Q4 2024: $84.9M Q4 2024 Q1 2025: $84.2M Q1 2025 Q2 2025: $86.8M Q2 2025 Q3 2025: $91.2M Q3 2025 Q4 2025: $87.8M Q4 2025 Q1 2026: $87.2M $87.2M Q1 2026 Q2 2026: $97.4M Q2 2026

Holdings 99 stocks · $87.2M
MSFT Microsoft Corp. 5.29% 12,473 $4.6M Add +0.0%
ERIE Erie Indemnity Company Class A 4.96% 17,223 $4.3M Reduce -5.2%
GOOG Alphabet Inc. Class C 3.36% 10,225 $2.9M Reduce -0.5%
SCHX Schwab US Large-Cap ETF 3.23% 109,945 $2.8M Add +19.2%
WAB Wabtec Corp. 3.21% 11,186 $2.8M Reduce -1.3%
AAPL Apple Inc. 3.11% 10,682 $2.7M Reduce -0.2%
SPY SS SPDR S&P 500 ETF Trust-US 2.88% 3,860 $2.5M Reduce -1.7%
UNP Union Pacific Corp. 2.70% 9,689 $2.4M Reduce -4.8%
IVV iShares Core S&P 500 ETF 2.66% 3,551 $2.3M Reduce -1.4%
PM Philip Morris International 2.64% 13,939 $2.3M Reduce -0.4%
JNJ Johnson & Johnson 2.64% 9,426 $2.3M Add +0.9%
NVDA Nvidia Corp. 2.45% 12,230 $2.1M Add +1.0%
GOOGL Alphabet Inc. Class A 2.40% 7,294 $2.1M Reduce -2.0%
GLD SPDR Gold Shares 2.20% 4,450 $1.9M No change
BRK.B Berkshire Hathaway Inc. Class B 2.10% 3,816 $1.8M Reduce -0.8%
MO Altria Group Inc. 1.99% 26,300 $1.7M No change
LHX L3HARRIS Technologies Inc. 1.90% 4,795 $1.7M Reduce -0.3%
XOM Exxon Mobil Corp. 1.88% 9,672 $1.6M Reduce -0.9%
PH Parker Hannifin Corp. 1.81% 1,762 $1.6M No change
DE Deere & Co. 1.64% 2,540 $1.4M No change
WM Waste Management Inc. 1.58% 6,006 $1.4M No change
GLW Corning Inc. 1.44% 9,250 $1.3M No change
PG The Procter & Gamble Co. 1.41% 8,498 $1.2M Add +0.8%
RTX RTX Corp. 1.27% 5,756 $1.1M Add +2.3%
V Visa Inc. Class A 1.21% 3,485 $1.1M Add +3.0%
CVX Chevron Corp. 1.19% 5,015 $1.0M Reduce -2.1%
RSG Republic Services Inc. 1.17% 4,665 $1.0M No change
NSC Norfolk Southern Corp. 1.13% 3,425 $983K No change
STX Seagate Technology Holdings 1.12% 2,489 $975K New
COP Conocophillips 0.97% 6,427 $848K No change
IWS iShares Russell Mid-Cap Valu 0.95% 5,705 $831K Reduce -2.5%
CHD Church & Dwight Co. Inc. 0.95% 8,875 $828K Reduce -0.8%
MA Mastercard Inc. Class A 0.93% 1,620 $809K No change
ETN Eaton Corp. PLC 0.93% 2,260 $808K Reduce -0.8%
IWP iShares Russell Mid-Cap Grow 0.92% 6,273 $804K Reduce -2.2%
HD Home Depot Inc. 0.92% 2,439 $802K Add +0.5%
WMT Walmart Inc. 0.85% 5,979 $743K No change
BRK.A Berkshire Hathaway Inc. Class A 0.82% 1 $718K No change
AMZN Amazon.com Inc. 0.78% 3,274 $682K Add +4.5%
OKE Oneok Inc. 0.76% 7,350 $664K Reduce -7.5%
CAT Caterpillar Inc. 0.76% 933 $661K No change
PEP Pepsico Inc. 0.75% 4,197 $652K Reduce -1.6%
PSX Phillips 66 0.70% 3,350 $610K No change
JPM JPMorgan Chase & Co. 0.68% 2,029 $597K Reduce -1.0%
MAR Marriott International Class A 0.66% 1,755 $574K No change
GWW WW Grainger Inc. 0.66% 525 $573K No change
MCD McDonald's Corp. 0.64% 1,803 $560K Reduce -0.4%
NEE Nextera Energy Inc. 0.63% 5,955 $553K No change
QQQ Invesco QQQ Trust Series 1 0.57% 859 $496K New
MMM 3M Co. 0.55% 3,286 $477K Add +10.1%
PPG PPG Industries Inc. 0.53% 4,349 $465K No change
LLY Eli Lilly & Co. 0.53% 500 $460K Reduce -1.6%
T AT&T Inc. 0.53% 15,849 $459K No change
COF Capital One Financial Corp. 0.53% 2,513 $458K No change
XAIX Xtrackers AI & Big Data ETF 0.50% 11,027 $440K Add +53.8%
ORCL Oracle Corp. 0.48% 2,817 $414K No change
FDX FedEx Corp. 0.47% 1,156 $412K No change
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.44% 1,287 $385K No change
TLT iShares 20+ Year Treasury BD 0.43% 4,372 $379K No change
USB US Bancorp 0.43% 7,271 $378K No change
GIS General Mills Inc. 0.43% 9,968 $371K No change
ABBV Abbvie Inc. 0.42% 1,700 $370K No change
MET Metlife Inc. 0.41% 5,095 $360K No change
TMO Thermo Fisher Scientific Inc. 0.39% 700 $344K No change
ITW Illinois Tool Works 0.38% 1,275 $332K No change
IWR iShares Russell Mid-Cap ETF 0.38% 3,370 $328K No change
VZ Verizon Communications Inc. 0.38% 6,514 $327K Reduce -5.5%
IWN iShares Russell 2000 Value E 0.37% 1,721 $326K No change
IWM iShares Russell 2000 ETF 0.37% 1,308 $324K No change
VRTX Vertex Pharmaceuticals Inc. 0.37% 720 $322K No change
SO The Southern Co. 0.35% 3,180 $307K Reduce -0.6%
PFE Pfizer Inc. 0.35% 10,842 $304K Reduce -3.7%
EMR Emerson Electric Co. 0.33% 2,209 $289K Reduce -2.7%
TRV The Travelers Cos Inc. 0.33% 980 $286K No change
BMY Bristol-Myers Squibb Co. 0.33% 4,705 $285K Reduce -4.1%
WFC Wells Fargo & Co. 0.32% 3,543 $282K No change
HON Honeywell International Inc. 0.32% 1,247 $282K No change
SHEL Shell PLC-ADR 0.32% 3,000 $279K No change
VTI VG Morningstar TS MKT ETF-US 0.31% 850 $273K No change
SCHA Schwab US Small-Cap ETF 0.31% 9,344 $272K No change
ED Consolidated Edison Inc. 0.29% 2,270 $257K Reduce -2.7%
KO The Coca-Cola Co. 0.29% 3,343 $254K No change
BDX Becton Dickinson and Co. 0.29% 1,594 $251K No change
C Citigroup Inc. 0.28% 2,165 $246K New
LOW Lowe's Cos Inc. 0.28% 1,034 $244K No change
HPQ HP Inc. 0.28% 12,680 $244K Reduce -1.2%
PNC PNC Financial Services Group 0.28% 1,165 $242K Add +12.7%
WELL Welltower Inc. 0.27% 1,211 $239K New
VEA Vanguard Ftse Developed ETF 0.27% 3,669 $235K No change
SCHB Schwab US Broad Market ETF 0.27% 9,317 $234K Add +0.5%
SCHV Schwab US Large-Cap Value 0.26% 7,389 $225K No change
GS Goldman Sachs Group Inc. 0.26% 266 $225K No change
AXP American Express Co. 0.25% 731 $221K Reduce -2.5%
SJM The JM Smucker Co. filed as SMUCKER J M CO 0.25% 2,265 $218K No change
ADBE Adobe Inc. 0.24% 852 $207K No change
MRK Merck & Co. Inc. 0.23% 1,701 $205K New
ADP Automatic Data Processing 0.23% 993 $202K Add +5.3%
QCOM Qualcomm Inc. 0.23% 1,565 $202K Reduce -0.2%
LQD Ishr Ibx Usd Invgd CB ETF-Ui 0.23% 1,848 $201K No change

Portfolio Sells Q4 2025 → Q1 2026
ERIE Erie Indemnity Company Class A Reduce -5.2% 4.96% −0.97
STX Seagate Technology Ulc Sold out 0.00% −0.78
POWERSHARES Sold out 0.00% −0.62
GOOG Alphabet Inc. Class C Reduce -0.5% 3.36% −0.31
NSRGY Nestle SA-Spons ADR Sold out 0.00% −0.30
Citigroup Inc Sold out 0.00% −0.29
Welltower Inc. Sold out 0.00% −0.27
IWF iShares Russell 1000 Growth Sold out 0.00% −0.25
GOOGL Alphabet Inc. Class A Reduce -2.0% 2.40% −0.25
EFX Equifax Inc. Sold out 0.00% −0.25
GE General Electric Sold out 0.00% −0.24
XLK SS Technology Select Sector Sold out 0.00% −0.24
MS Morgan Stanley Sold out 0.00% −0.23
BX Blackstone Inc. Sold out 0.00% −0.23
AAPL Apple Inc. Reduce -0.2% 3.11% −0.21
SPY SS SPDR S&P 500 ETF Trust-US Reduce -1.7% 2.88% −0.17
IVV iShares Core S&P 500 ETF Reduce -1.4% 2.66% −0.15
BRK.B Berkshire Hathaway Inc. Class B Reduce -0.8% 2.10% −0.11
LLY Eli Lilly & Co. Reduce -1.6% 0.53% −0.09
IWP iShares Russell Mid-Cap Grow Reduce -2.2% 0.92% −0.08
QCOM Qualcomm Inc. Reduce -0.2% 0.23% −0.07
JPM JPMorgan Chase & Co. Reduce -1.0% 0.68% −0.07
AXP American Express Co. Reduce -2.5% 0.25% −0.06
HPQ HP Inc. Reduce -1.2% 0.28% −0.05
EMR Emerson Electric Co. Reduce -2.7% 0.33% −0.01
MCD McDonald's Corp. Reduce -0.4% 0.64% +0.01
IWS iShares Russell Mid-Cap Valu Reduce -2.5% 0.95% +0.01
UNP Union Pacific Corp. Reduce -4.8% 2.70% +0.01
BMY Bristol-Myers Squibb Co. Reduce -4.1% 0.33% +0.03
PFE Pfizer Inc. Reduce -3.7% 0.35% +0.03
ED Consolidated Edison Inc. Reduce -2.7% 0.29% +0.03
SO The Southern Co. Reduce -0.6% 0.35% +0.03
PEP Pepsico Inc. Reduce -1.6% 0.75% +0.05
VZ Verizon Communications Inc. Reduce -5.5% 0.38% +0.06
PM Philip Morris International Reduce -0.4% 2.64% +0.09
CHD Church & Dwight Co. Inc. Reduce -0.8% 0.95% +0.10
OKE Oneok Inc. Reduce -7.5% 0.76% +0.10
ETN Eaton Corp. PLC Reduce -0.8% 0.93% +0.10
LHX L3HARRIS Technologies Inc. Reduce -0.3% 1.90% +0.29
CVX Chevron Corp. Reduce -2.1% 1.19% +0.30
WAB Wabtec Corp. Reduce -1.3% 3.21% +0.45
XOM Exxon Mobil Corp. Reduce -0.9% 1.88% +0.54

Portfolio Buys Q4 2025 → Q1 2026
STX Seagate Technology Holdings New 1.12% +1.12
QQQ Invesco QQQ Trust Series 1 New 0.57% +0.57
JNJ Johnson & Johnson Add +0.9% 2.64% +0.44
SCHX Schwab US Large-Cap ETF Add +19.2% 3.23% +0.41
C Citigroup Inc. New 0.28% +0.28
WELL Welltower Inc. New 0.27% +0.27
MRK Merck & Co. Inc. New 0.23% +0.23
XAIX Xtrackers AI & Big Data ETF Add +53.8% 0.50% +0.15
RTX RTX Corp. Add +2.3% 1.27% +0.10
PNC PNC Financial Services Group Add +12.7% 0.28% +0.03
PG The Procter & Gamble Co. Add +0.8% 1.41% +0.03
MMM 3M Co. Add +10.1% 0.55% +0.00
SCHB Schwab US Broad Market ETF Add +0.5% 0.27% −0.01
HD Home Depot Inc. Add +0.5% 0.92% −0.03
AMZN Amazon.com Inc. Add +4.5% 0.78% −0.04
ADP Automatic Data Processing Add +5.3% 0.23% −0.04
NVDA Nvidia Corp. Add +1.0% 2.45% −0.13
V Visa Inc. Class A Add +3.0% 1.21% −0.14
MSFT Microsoft Corp. Add +0.0% 5.29% −1.58

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 110$97.4MMSFT, GOOG, ERIE, SCHX, AAPL
Q1 2026 99$87.2MMSFT, ERIE, GOOG, SCHX, WAB
Q4 2025 105$87.8MMSFT, ERIE, GOOG, AAPL, SPY
Q3 2025 105$91.2MERIE, MSFT, NVDA, AAPL, SPY
Q2 2025 101$86.8MERIE, MSFT, NVDA, PM, SPY
Q1 2025 97$84.2MERIE, MSFT, AAPL, UNP, PM
Q4 2024 96$84.9MERIE, MSFT, AAPL, NVDA, SPY
Q3 2024 100$91.6MERIE, MSFT, AAPL, UNP, WAB
Q2 2024 96$84.2MERIE, MSFT, AAPL, UNP, SPY