Wedgewood Partners Inc.
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 13, 2024), Wedgewood Partners Inc. reported 19 stock positions worth $490.1 million. Its top holding was Meta Platforms Class A (META) at 8.8% of the portfolio, followed by Alphabet Class A (GOOGL, 8.6%) and Taiwan Semiconductor-SP ADR (TSM, 8.5%). Compared with Q1 2024, it added to 1 and reduced 18. The biggest buy was Edwards Lifesciences (EW, shares +44%) and the biggest sale Motorola Solutions (MSI, shares −25%).
- Most Recent 13F
- Q2 2026
- Location
- ST LOUIS, MO
- CIK
- 0000859804
- Portfolio Value
- $490.1M (Q2 2024)
- SEC Filing
- 0000859804-24-000006 ↗ filed Aug 13, 2024
Holdings Value
Holdings 19 stocks · $490.1M
| META Meta Platforms Inc. Class A | 8.82% | 83,788 | $43.2M | Reduce -2.5% |
| GOOGL Alphabet Inc. Class A | 8.64% | 260,855 | $42.3M | Reduce -2.5% |
| TSM Taiwan Semiconductor-SP ADR | 8.48% | 247,788 | $41.5M | Reduce -2.3% |
| AAPL Apple Inc. | 7.70% | 173,540 | $37.8M | Reduce -2.7% |
| V Visa Inc. Class A | 6.81% | 128,358 | $33.4M | Reduce -2.3% |
| UNH Unitedhealth Group Inc. | 6.80% | 58,920 | $33.3M | Reduce -2.1% |
| PYPL PayPal Holdings Inc. | 6.52% | 503,212 | $31.9M | Reduce -2.1% |
| MSFT Microsoft Corp. | 5.73% | 68,970 | $28.1M | Reduce -2.3% |
| TSCO Tractor Supply Company | 5.44% | 101,588 | $26.6M | Reduce -2.0% |
| CPRT Copart Inc. | 5.29% | 516,179 | $25.9M | Reduce -2.1% |
| MSI Motorola Solutions Inc. | 5.08% | 60,341 | $24.9M | Reduce -24.9% |
| EW Edwards Lifesciences Corp. | 4.74% | 354,427 | $23.2M | Add +44.4% |
| BKNG Booking Holdings Inc. | 4.31% | 6,145 | $21.1M | Reduce -2.3% |
| CDW CDW Corp. | 4.18% | 96,479 | $20.5M | Reduce -2.2% |
| SPGI S&P Global Inc. | 2.44% | 24,644 | $11.9M | Reduce -2.0% |
| POOL Pool Corp. | 2.37% | 33,759 | $11.6M | Reduce -1.6% |
| ODFL Old Dominion Freight Line | 2.37% | 60,830 | $11.6M | Reduce -2.3% |
| TPL Texas Pacific Land Corp. | 2.27% | 13,363 | $11.1M | Reduce -2.5% |
| ORLY O'reilly Automotive Inc. | 2.03% | 8,887 | $10.0M | Reduce -2.3% |
Portfolio Sells Q1 2024 → Q2 2024
| MSI Motorola Solutions Inc. | Reduce -24.9% | 5.08% | −0.78 |
| GOOGL Alphabet Inc. Class A | Reduce -2.5% | 8.64% | −0.60 |
| V Visa Inc. Class A | Reduce -2.3% | 6.81% | −0.59 |
| CPRT Copart Inc. | Reduce -2.1% | 5.29% | −0.54 |
| BKNG Booking Holdings Inc. | Reduce -2.3% | 4.31% | −0.46 |
| TSCO Tractor Supply Company | Reduce -2.0% | 5.44% | −0.29 |
| POOL Pool Corp. | Reduce -1.6% | 2.37% | −0.26 |
| MSFT Microsoft Corp. | Reduce -2.3% | 5.73% | −0.25 |
| CDW CDW Corp. | Reduce -2.2% | 4.18% | −0.23 |
| PYPL PayPal Holdings Inc. | Reduce -2.1% | 6.52% | −0.05 |
| ODFL Old Dominion Freight Line | Reduce -2.3% | 2.37% | +0.08 |
| ORLY O'reilly Automotive Inc. | Reduce -2.3% | 2.03% | +0.19 |
| SPGI S&P Global Inc. | Reduce -2.0% | 2.44% | +0.24 |
| META Meta Platforms Inc. Class A | Reduce -2.5% | 8.82% | +0.54 |
| UNH Unitedhealth Group Inc. | Reduce -2.1% | 6.80% | +0.56 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -2.3% | 8.48% | +0.58 |
| TPL Texas Pacific Land Corp. | Reduce -2.5% | 2.27% | +0.62 |
| AAPL Apple Inc. | Reduce -2.7% | 7.70% | +0.93 |
Portfolio Buys Q1 2024 → Q2 2024
| EW Edwards Lifesciences Corp. | Add +44.4% | 4.74% | +0.31 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 18 | $484.4M | TSM, GOOGL, META, AAPL, MSFT |
| Q1 2026 | 22 | $484.3M | GOOGL, TSM, META, AAPL, MSI |
| Q4 2025 | 21 | $535.5M | TSM, GOOGL, META, AAPL, MSFT |
| Q3 2025 | 19 | $547.9M | TSM, META, GOOGL, AAPL, MSFT |
| Q2 2025 | 19 | $515.2M | META, TSM, MSFT, GOOGL, AAPL |
| Q1 2025 | 20 | $496.5M | TSM, META, GOOGL, AAPL, MSFT |
| Q4 2024 | 19 | $507.9M | TSM, GOOGL, META, AAPL, PYPL |
| Q3 2024 | 19 | $550.8M | META, GOOGL, TSM, PYPL, V |
| Q2 2024 | 19 | $490.1M | META, GOOGL, TSM, AAPL, V |
| Q1 2024 | 19 | $499.8M | GOOGL, META, TSM, V, AAPL |