Wedgewood Partners Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Wedgewood Partners Inc. reported 22 stock positions worth $484.3 million. Its top holding was Alphabet Class A (GOOGL) at 9.2% of the portfolio, followed by Taiwan Semiconductor-SP ADR (TSM, 9.0%) and Meta Platforms Class A (META, 7.8%). Compared with Q4 2025, it opened 2 new positions, sold out of 1, added to 2 and reduced 18. The biggest buy was a new position in Progressive (PGR) and the biggest sale an exit from PayPal (PYPL).
- Most Recent 13F
- Q2 2026
- Location
- ST LOUIS, MO
- CIK
- 0000859804
- Portfolio Value
- $484.3M (Q1 2026)
- SEC Filing
- 0000859804-26-000004 ↗ filed May 15, 2026
Holdings Value
Holdings 22 stocks · $484.3M
| GOOGL Alphabet Inc. Class A | 9.25% | 155,701 | $44.8M | Reduce -5.0% |
| TSM Taiwan Semiconductor-SP ADR | 9.03% | 129,353 | $43.7M | Reduce -29.9% |
| META Meta Platforms Inc. Class A | 7.77% | 65,805 | $37.6M | Reduce -4.8% |
| AAPL Apple Inc. | 7.08% | 135,128 | $34.3M | Reduce -5.5% |
| MSI Motorola Solutions Inc. | 6.09% | 67,941 | $29.5M | Reduce -5.3% |
| MSFT Microsoft Corp. | 5.65% | 73,919 | $27.4M | Reduce -4.6% |
| V Visa Inc. Class A | 5.18% | 83,010 | $25.1M | Reduce -4.8% |
| BKNG Booking Holdings Inc. | 4.80% | 5,517 | $23.2M | Reduce -5.2% |
| ODFL Old Dominion Freight Line | 4.60% | 113,941 | $22.3M | Reduce -5.1% |
| AMZN Amazon.com Inc. | 4.30% | 99,907 | $20.8M | Add +71.5% |
| TSCO Tractor Supply Company | 4.27% | 456,094 | $20.7M | Reduce -5.2% |
| URI United Rentals Inc. | 3.79% | 25,192 | $18.4M | Reduce -5.0% |
| CB Chubb Ltd. | 3.63% | 53,886 | $17.6M | Reduce -4.7% |
| CDW CDW Corp. | 3.62% | 144,870 | $17.5M | Reduce -4.6% |
| PGR Progressive Corp. | 3.41% | 83,352 | $16.5M | New |
| ORLY O'reilly Automotive Inc. | 3.40% | 178,397 | $16.5M | Reduce -5.5% |
| CPRT Copart Inc. | 3.17% | 462,749 | $15.4M | Reduce -4.8% |
| SPGI S&P Global Inc. | 2.84% | 32,371 | $13.8M | Reduce -4.1% |
| EW Edwards Lifesciences Corp. | 2.83% | 170,969 | $13.7M | Reduce -5.5% |
| ZTS Zoetis Inc. | 2.77% | 113,541 | $13.4M | Add +8.4% |
| TOL Toll Brothers Inc. | 2.49% | 88,275 | $12.0M | New |
| IWF iShares Russell 1000 Growth | 0.05% | 524 | $223K | Reduce -95.6% |
Portfolio Sells Q4 2025 → Q1 2026
| PYPL PayPal Holdings Inc. | Sold out | 0.00% | −2.35 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -29.9% | 9.03% | −1.45 |
| MSFT Microsoft Corp. | Reduce -4.6% | 5.65% | −1.35 |
| BKNG Booking Holdings Inc. | Reduce -5.2% | 4.80% | −1.02 |
| IWF iShares Russell 1000 Growth | Reduce -95.6% | 0.05% | −1.02 |
| META Meta Platforms Inc. Class A | Reduce -4.8% | 7.77% | −0.75 |
| V Visa Inc. Class A | Reduce -4.8% | 5.18% | −0.53 |
| SPGI S&P Global Inc. | Reduce -4.1% | 2.84% | −0.45 |
| CPRT Copart Inc. | Reduce -4.8% | 3.17% | −0.38 |
| GOOGL Alphabet Inc. Class A | Reduce -5.0% | 9.25% | −0.34 |
| CDW CDW Corp. | Reduce -4.6% | 3.62% | −0.24 |
| TSCO Tractor Supply Company | Reduce -5.2% | 4.27% | −0.23 |
| URI United Rentals Inc. | Reduce -5.0% | 3.79% | −0.22 |
| AAPL Apple Inc. | Reduce -5.5% | 7.08% | −0.17 |
| EW Edwards Lifesciences Corp. | Reduce -5.5% | 2.83% | −0.05 |
| ORLY O'reilly Automotive Inc. | Reduce -5.5% | 3.40% | +0.19 |
| CB Chubb Ltd. | Reduce -4.7% | 3.63% | +0.33 |
| MSI Motorola Solutions Inc. | Reduce -5.3% | 6.09% | +0.95 |
| ODFL Old Dominion Freight Line | Reduce -5.1% | 4.60% | +1.08 |
Portfolio Buys Q4 2025 → Q1 2026
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 |