13F filing recap · Q1 2026

What did Wedgewood Partners buy in Q1 2026?

Reported stock-position changes between this filing and the previous one. US-listed stocks across every Wedgewood account, including accounts that belong to no fund below.

Stock value

$484.29M

Positions

Estimated turnover

18.5%

Turnover is a proxy: verified trade-origin share changes valued at period-end and divided by average reported stock value. SEC holdings reports do not disclose execution dates or prices. Corporate actions and unreconciled activity are excluded.

Quarter in review

Wedgewood Partners opened new positions in Progressive and Toll Brothers while exiting PayPal entirely. The firm also substantially added to Amazon and trimmed Taiwan Semiconductor, along with slight reductions across Alphabet, Meta, Apple, Microsoft, Visa, and Booking Holdings.

New positions

PGRProgressive Corp/oh/$16.52Mreported value+83.4K shares TOLToll Brothers, Inc.$12.05Mreported value+88.3K shares

Increased positions

AMZNAmazon.com Inc$20.81Mreported value+41.6K shares+71.5%ZTSZoetis Inc.$13.42Mreported value+8.8K shares+8.4%

Reduced positions

GOOGLAlphabet Inc.$44.77Mreported value-8.2K shares-5.0%TSMTaiwan Semiconductor Manufacturing$43.71Mreported value-55.3K shares-30.0%METAMeta Platforms, Inc.$37.65Mreported value-3.3K shares-4.8%AAPLApple Inc.$34.29Mreported value-7.8K shares

Exited positions

PYPLPayPal Holdings, Inc.$12.60Mprior reported value-215.9K shares-100.0%