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  Amgen Inc. (AMGN)
← All AMGN superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2010   Q1 0 0.00 Sell 100.00% 0.19 $50.32–61.26 · VW $54.45i SEC
2009   Q4 16,220 0.19 Reduce 96.34% 4.59 $54.12–59.42 · VW $56.72i $657,000 SEC
2009   Q3 442,667 4.77 Reduce 26.41% 1.44 $51.72–62.52 · VW $56.86i $15,006,000 SEC
2009   Q2 601,542 5.47 Reduce 16.70% 0.75 $49.21–64.76 · VW $57.92i $13,979,000 SEC
2009   Q1 722,133 4.46 Add 51.69% 1.52 $44.96–52.82 · VW $49.24i $9,842,000 SEC
2008   Q4 476,055 4.51 Buy 4.51 $48.78–60.15 · VW $52.62i $8,830,000 SEC
2008   Q3 0 0.00 Sell 100.00% 1.15 $45.00–66.51 · VW $55.68i SEC
2008   Q2 73,775 1.15 Reduce 28.68% 0.41 $42.90–65.60 · VW $57.12i $3,479,000 SEC
2008   Q1 103,449 1.44 Reduce 69.92% 3.33 $39.16–48.55 · VW $43.91i $4,344,000 SEC
2007   Q4 343,913 4.76 Reduce 29.42% 2.17 $43.72–55.53 · VW $48.26i $15,971,000 SEC
2007   Q3 487,284 7.39 Reduce 1.62% 0.12 $50.11–59.08 · VW $54.81i $27,565,000 SEC
2007   Q2 495,287 7.47 Reduce 5.18% 0.40 $48.30–59.31 · VW $52.57i $27,384,000 SEC
2007   Q1 522,323 7.71 Reduce 1.31% 0.12 $52.36–66.06 · VW $58.29i $29,187,000 SEC
2006   Q4 529,233 9.19 Add 7.42% 0.64 $63.86–76.95 · VW $68.36i $36,151,000 SEC
2006   Q3 492,657 9.24 Add 4.29% 0.38 $67.25–77.00 · VW $71.76i $35,239,000 SEC
2006   Q2 472,386 8.86 Add 27.06% 1.89 $63.52–71.49 · VW $67.68i $30,813,000 SEC
2006   Q1 371,795 7.75 Add 13.24% 0.91 $65.14–76.88 · VW $69.87i $27,048,000 SEC
2005   Q4 328,338 8.36 Add 11.12% 0.84 $70.03–82.08 · VW $75.86i $25,892,000 SEC
2005   Q3 295,487 9.16 Add 2.95% 0.26 $73.13–86.92 · VW $80.33i $23,541,000 SEC
2005   Q2 287,020 8.73 Add 1.90% 0.16 $59.50–84.00 · VW $74.47i $17,353,000 SEC
2005   Q1 281,665 8.72 Add 12.70% 0.98 $56.19–63.01 · VW $60.59i $16,395,000 SEC
2004   Q4 249,920 10.52 $56.81 $14,197,000 SEC
2004   Q3 249,920 10.52 Add 8.43% 0.82 $52.00–61.09 · VW $57.71i $14,197,000 SEC
2004   Q2 230,490 8.36 Add 13.10% 0.97 $52.15–59.91 · VW $57.12i $12,577,000 SEC
2004   Q1 203,795 9.28 Add 16.82% 1.34 $53.26–64.85 · VW $57.60i $11,854,000 SEC
2003   Q4 174,445 9.79 Add 8.22% 0.74 $56.76–66.88 · VW $62.39i $10,780,000 SEC
2003   Q3 161,195 10.04 Reduce 7.33% 0.82 $57.10–70.14 · VW $61.62i $10,408,000 SEC
2003   Q2 173,950 11.21 Reduce 11.01% 1.38 $62.45–72.37 · VW $66.92i $11,557,000 SEC
2003   Q1 195,468 12.55 Reduce 5.42% 0.59 $53.58–64.90 · VW $61.07i $11,249,000 SEC
2002   Q4 206,672 10.84 Reduce 2.22% 0.24 $46.56–54.70 · VW $51.97i $9,990,000 SEC
2002   Q3 211,372 10.80 Add 2.70% 0.28 $39.12–52.00 · VW $46.11i $8,814,000 SEC
2002   Q2 205,822 9.20 Add 18.31% 1.42 $30.57–48.92 · VW $41.51i $8,619,000 SEC
2002   Q1 173,972 8.89 Add 5.87% 0.49 $45.43–62.94 · VW $52.00i $10,382,000 SEC
2001   Q4 164,322 8.19 Reduce 3.15% 0.29 $53.28–69.00 · VW $60.09i $9,274,000 SEC
2001   Q3 169,669 9.33 Reduce 3.43% 0.27 $54.81–67.42 · VW $62.89i $9,971,000 SEC
2001   Q2 175,694 7.83 Reduce 2.48% 0.21 $53.46–70.60 · VW $62.79i $10,661,000 SEC
2001   Q1 180,169 8.57 Reduce 10.85% 1.02 $45.44–74.13 · VW $61.98i $10,844,000 SEC
2000   Q4 202,094 9.43 Reduce 0.80% 0.07 $54.25–75.06 · VW $67.13i $12,922,000 SEC
2000   Q3 203,714 9.13 Add 1.58% 0.14 $51.39–76.63 · VW $63.88i $14,225,000 SEC
2000   Q2 200,539 8.71 Add 6.55% 0.54 $60.00–80.44 · VW $72.08i $14,088,000 SEC
2000   Q1 188,210 7.33 $61.87 $11,645,000 SEC
Price snapshot:
Current price$360.45
52-week low$264.02
52-week high$388.36