David Rolfe - Wedgewood Partners
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    22
Portfolio value:    $484,285,577
Holdings Activity Buys Sells    History
Holding/activity history for  Apple Inc. (AAPL)
← All AAPL superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 135,128 7.08 Reduce 5.45% 0.40 $245.51–315.00 · VW $290.86i $34,294,145 SEC
2025   Q4 142,920 7.26 Reduce 14.36% 1.11 $243.42–288.62 · VW $265.41i $38,854,173 SEC
2025   Q3 166,890 7.76 Add 3.11% 0.23 $225.95–280.38 · VW $261.73i $42,495,326 SEC
2025   Q2 161,857 6.39 Reduce 1.96% 0.14 $195.07–235.12 · VW $220.78i $32,913,651 SEC
2025   Q1 165,093 7.06 Add 0.75% 0.05 $169.21–244.03 · VW $204.70i $35,054,147 SEC
2024   Q4 163,857 8.08 Reduce 4.61% 0.32 $219.38–260.10 · VW $240.44i $41,033,180 SEC
2024   Q3 171,782 7.02 Reduce 1.01% 0.08 $213.92–237.81 · VW $229.69i $38,671,585 SEC
2024   Q2 173,540 7.70 Reduce 2.71% 0.18 $192.15–237.23 · VW $219.46i $37,750,102 SEC
2024   Q1 178,374 6.77 Reduce 1.17% 0.08 $164.08–193.00 · VW $183.11i $33,841,173 SEC
2023   Q4 180,484 7.03 Reduce 2.59% 0.20 $179.25–199.62 · VW $186.54i $33,396,828 SEC
2023   Q3 185,289 7.59 Reduce 43.85% 4.52 $165.67–192.93 · VW $182.85i $31,723,406 SEC
2023   Q2 329,962 10.32 Reduce 7.54% 0.75 $171.96–198.23 · VW $186.02i $64,002,000 SEC
2023   Q1 356,885 9.98 Reduce 1.33% 0.11 $143.90–179.35 · VW $166.83i $58,850,000 SEC
2022   Q4 361,702 8.63 Add 0.32% 0.03 $124.17–157.38 · VW $142.99i $46,995,000 SEC
2022   Q3 360,547 9.37 Reduce 1.83% 0.16 $134.37–164.26 · VW $148.89i $49,827,000 SEC
2022   Q2 367,275 8.67 Reduce 0.92% 0.08 $129.04–176.15 · VW $154.14i $50,213,000 SEC
2022   Q1 370,691 9.13 Add 0.93% 0.08 $132.61–179.61 · VW $153.69i $64,725,000 SEC
2021   Q4 367,266 8.66 Reduce 2.16% 0.16 $152.00–182.94 · VW $166.69i $65,214,000 SEC
2021   Q3 375,367 7.49 Reduce 1.11% 0.08 $138.27–165.70 · VW $156.42i $53,114,000 SEC
2021   Q2 379,562 7.53 Reduce 4.08% 0.30 $123.13–153.49 · VW $142.82i $51,984,000 SEC
2021   Q1 395,692 7.44 Reduce 11.64% 1.03 $116.21–137.07 · VW $125.96i $48,333,000 SEC
2020   Q4 447,836 8.84 Reduce 5.73% 0.50 $118.39–145.09 · VW $128.25i $59,422,000 SEC
2020   Q3 475,033 8.70 Reduce 35.42% 4.03 $103.10–137.98 · VW $120.04i $55,012,000 SEC
2020   Q2 735,572 11.37 Reduce 12.19% 1.23 $79.30–131.00 · VW $113.11i $67,083,000 SEC
2020   Q1 837,680 10.10 Reduce 35.59% 3.44 $53.15–81.06 · VW $71.23i $53,252,000 SEC
2019   Q4 1,300,496 9.68 Reduce 34.76% 3.44 $64.07–81.96 · VW $71.46i $95,471,000 SEC
2019   Q3 1,993,528 9.89 Reduce 7.31% 0.66 $51.06–67.00 · VW $61.62i $111,621,000 SEC
2019   Q2 2,150,800 9.01 Reduce 16.73% 1.50 $42.57–55.34 · VW $50.03i $106,420,000 SEC
2019   Q1 2,582,796 8.96 Reduce 19.25% 1.61 $42.38–53.83 · VW $46.66i $122,649,000 SEC
2018   Q4 3,198,664 8.37 Reduce 9.31% 0.93 $35.50–46.24 · VW $41.67i $126,139,000 SEC
2018   Q3 3,527,004 9.98 Reduce 11.35% 1.06 $42.56–58.37 · VW $48.53i $199,045,000 SEC
2018   Q2 3,978,448 9.30 Reduce 12.12% 1.06 $45.18–57.22 · VW $53.10i $184,111,000 SEC
2018   Q1 4,526,908 8.73 Add 0.07% <0.01 $40.16–47.59 · VW $44.82i $189,880,000 SEC
2017   Q4 4,523,564 7.75 Reduce 22.17% 1.69 $37.56–45.15 · VW $42.41i $191,379,000 SEC
2017   Q3 5,812,272 7.64 Reduce 15.65% 1.19 $37.29–44.06 · VW $41.44i $223,945,000 SEC
2017   Q2 6,890,724 7.60 Reduce 22.39% 1.84 $35.55–41.13 · VW $39.23i $248,099,000 SEC
2017   Q1 8,878,420 8.21 Reduce 37.02% 3.69 $34.26–39.16 · VW $37.20i $318,867,000 SEC
2016   Q4 14,097,336 9.97 Reduce 14.55% 1.42 $27.06–34.37 · VW $31.89i $408,187,000 SEC
2016   Q3 16,497,960 9.78 Reduce 16.39% 1.57 $25.63–29.67 · VW $27.64i $466,273,000 SEC
2016   Q2 19,731,980 9.56 Reduce 0.79% 0.08 $22.88–27.56 · VW $25.65i $471,594,000 SEC
2016   Q1 19,888,544 9.83 Add 2.82% 0.27 $22.37–28.10 · VW $25.14i $541,913,000 SEC
2015   Q4 19,342,720 8.75 Reduce 4.40% 0.37 $23.10–29.97 · VW $25.75i $509,003,000 SEC
2015   Q3 20,233,188 8.50 Add 15.84% 1.16 $26.83–30.95 · VW $29.12i $557,930,000 SEC
2015   Q2 17,466,236 7.73 Add 0.40% 0.03 $23.00–33.24 · VW $28.14i $547,675,000 SEC
2015   Q1 17,396,172 7.71 Add 0.81% 0.06 $30.41–33.63 · VW $32.20i $541,151,000 SEC
2014   Q4 17,256,248 6.76 Reduce 11.57% 0.97 $26.16–33.40 · VW $30.56i $476,186,000 SEC
2014   Q3 19,514,600 8.36 Reduce 19.05% 1.95 $23.80–29.94 · VW $27.82i $491,524,000 SEC
2014   Q2 24,106,736 10.25 Reduce 10.06% 0.99 $22.23–25.73 · VW $24.53i $560,060,000 SEC
2014   Q1 26,804,484 9.84 Add 9.19% 0.83 $18.26–23.01 · VW $21.29i $513,823,000 SEC
2013   Q4 24,549,336 10.63 Add 4.71% 0.48 $17.63–20.54 · VW $18.99i $491,881,000 SEC
2013   Q3 23,445,184 9.97 Buy 9.97 $15.97–19.94 · VW $18.59i $399,196,000 SEC
2011   Q4 0 0.00 Sell 100.00% 14.78 $13.49–19.56 · VW $17.47i SEC
2011   Q3 5,460,280 14.78 Add 2.68% 0.39 $12.65–15.24 · VW $13.85i $74,361,000 SEC
2011   Q2 5,317,788 10.18 Add 8.02% 0.76 $11.09–14.45 · VW $13.09i $63,813,000 SEC
2011   Q1 4,922,764 10.47 Add 9.96% 0.95 $11.43–12.92 · VW $12.26i $61,272,000 SEC
2010   Q4 4,476,864 9.47 Add 3.08% 0.28 $11.25–13.03 · VW $12.30i $51,573,000 SEC
2010   Q3 4,342,940 9.34 Reduce 8.44% 0.91 $8.80–11.48 · VW $10.46i $44,011,000 SEC
2010   Q2 4,743,172 10.83 Reduce 6.92% 0.73 $8.41–9.96 · VW $9.02i $42,608,000 SEC
2010   Q1 5,095,608 10.62 Add 9.85% 0.95 $7.12–9.73 · VW $8.67i $42,753,000 SEC
2009   Q4 4,638,788 10.21 Reduce 7.60% 0.80 $6.74–7.70 · VW $7.25i $34,933,000 SEC
2009   Q3 5,020,484 10.56 Reduce 9.82% 1.09 $5.86–7.45 · VW $6.82i $33,233,000 SEC
2009   Q2 5,567,100 11.08 Reduce 26.12% 3.35 $4.75–6.16 · VW $5.64i $28,318,000 SEC
2009   Q1 7,535,080 12.83 Reduce 2.37% 0.29 $2.94–4.85 · VW $4.21i $28,288,000 SEC
2008   Q4 7,718,004 12.03 Add 18.77% 1.90 $2.79–3.70 · VW $3.23i $23,520,000 SEC
2008   Q3 6,498,408 10.03 Reduce 1.02% 0.13 $2.83–6.20 · VW $4.11i $26,378,000 SEC
2008   Q2 6,565,104 13.02 Reduce 4.63% 0.54 $5.23–6.78 · VW $6.02i $39,259,000 SEC
2008   Q1 6,883,660 11.67 Add 26.92% 2.48 $4.21–6.87 · VW $5.94i $35,155,000 SEC
2007   Q4 5,423,712 11.45 Reduce 24.10% 2.53 $4.12–7.25 · VW $5.28i $38,369,000 SEC
2007   Q3 7,146,272 10.51 Reduce 9.12% 0.85 $4.64–6.88 · VW $6.01i $39,187,000 SEC
2007   Q2 7,863,800 9.34 Reduce 8.22% 0.62 $3.99–5.32 · VW $4.75i $34,274,000 SEC
2007   Q1 8,567,636 7.51 Reduce 38.46% 4.13 $2.99–4.36 · VW $3.89i $28,429,000 SEC
2006   Q4 13,922,972 10.73 Add 3.70% 0.38 $2.74–3.49 · VW $3.09i $42,186,000 SEC
2006   Q3 13,426,784 9.68 Add 6.11% 0.56 $2.42–3.33 · VW $3.01i $36,938,000 SEC
2006   Q2 12,653,816 7.41 Add 29.29% 1.68 $1.79–2.50 · VW $2.24i $25,777,000 SEC
2006   Q1 9,786,924 6.28 Buy 6.28 $2.06–2.64 · VW $2.28i $21,922,000 SEC
Price snapshot:
Current price$317.31
Avg. buy price$29.35
+/- since buy981.25%
52-week low$200.70
52-week high$323.45