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  Intel Corp. (INTC)
← All INTC superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2005   Q1 0 0.00 Sell 100.00% 1.85 $21.94–27.40 · VW $25.43i SEC
2004   Q4 124,735 1.85 $20.06 $2,502,000 SEC
2004   Q3 124,735 1.85 Reduce 63.43% 3.97 $19.64–24.99 · VW $22.34i $2,502,000 SEC
2004   Q2 341,060 6.25 Add 15.48% 0.84 $20.86–29.01 · VW $23.72i $9,413,000 SEC
2004   Q1 295,334 6.29 Add 13.51% 0.75 $25.61–30.14 · VW $28.10i $8,033,000 SEC
2003   Q4 260,185 7.61 Reduce 19.52% 1.68 $28.65–34.60 · VW $30.82i $8,377,000 SEC
2003   Q3 323,310 8.58 Reduce 1.67% 0.11 $27.22–34.51 · VW $31.76i $8,894,000 SEC
2003   Q2 328,785 6.64 Reduce 4.43% 0.28 $19.99–29.04 · VW $25.87i $6,842,000 SEC
2003   Q1 344,035 6.25 Reduce 2.40% 0.14 $15.59–21.01 · VW $19.14i $5,600,000 SEC
2002   Q4 352,494 5.96 Reduce 4.22% 0.26 $14.88–22.09 · VW $18.07i $5,488,000 SEC
2002   Q3 368,019 6.26 Add 2.58% 0.16 $12.95–21.30 · VW $18.38i $5,111,000 SEC
2002   Q2 358,769 7.00 Add 4.30% 0.29 $15.82–28.20 · VW $20.23i $6,554,000 SEC
2002   Q1 343,994 8.95 Add 3.18% 0.28 $25.56–34.25 · VW $29.14i $10,460,000 SEC
2001   Q4 333,394 9.26 Reduce 2.32% 0.15 $28.50–36.78 · VW $31.28i $10,485,000 SEC
2001   Q3 341,319 6.53 Reduce 5.81% 0.45 $18.96–32.99 · VW $28.20i $6,976,000 SEC
2001   Q2 362,369 7.79 Reduce 1.24% 0.09 $26.14–32.23 · VW $28.78i $10,599,000 SEC
2001   Q1 366,919 7.63 Add 4.55% 0.33 $22.25–33.69 · VW $27.65i $9,654,000 SEC
2000   Q4 350,944 7.70 Add 8.63% 0.61 $28.00–38.59 · VW $31.72i $10,549,000 SEC
2000   Q3 323,069 8.62 Add 9.69% 0.76 $35.00–75.69 · VW $49.58i $13,427,000 SEC
2000   Q2 294,524 12.17 Reduce 2.07% 0.26 $60.44–75.83 · VW $70.38i $19,687,000 SEC
2000   Q1 300,750 12.49 $65.97 $19,840,000 SEC
Price snapshot:
Current price$103.12
52-week low$18.97
52-week high$142.35