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  Microsoft Corp. (MSFT)
← All MSFT superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 73,919 5.65 Reduce 4.62% 0.32 $356.28–450.33 · VW $418.95i $27,362,706 SEC
2025   Q4 77,496 7.00 Reduce 2.16% 0.16 $381.71–493.50 · VW $422.65i $37,478,601 SEC
2025   Q3 79,208 7.49 Add 3.40% 0.25 $464.89–553.72 · VW $503.54i $41,025,625 SEC
2025   Q2 76,605 7.96 Reduce 0.72% 0.05 $456.89–555.45 · VW $506.34i $41,032,945 SEC
2025   Q1 77,161 7.04 Add 18.31% 1.09 $344.79–462.52 · VW $422.56i $34,949,393 SEC
2024   Q4 65,219 5.41 Reduce 3.93% 0.21 $386.57–456.16 · VW $413.24i $27,489,780 SEC
2024   Q3 67,884 5.24 Reduce 1.57% 0.09 $400.80–441.85 · VW $422.04i $28,864,152 SEC
2024   Q2 68,970 5.73 Reduce 2.33% 0.14 $385.58–468.35 · VW $423.69i $28,057,884 SEC
2024   Q1 70,615 5.98 Reduce 1.52% 0.09 $388.03–433.60 · VW $412.25i $29,875,624 SEC
2023   Q4 71,706 6.13 Reduce 2.67% 0.15 $362.90–420.82 · VW $399.12i $29,135,441 SEC
2023   Q3 73,672 5.57 Reduce 35.13% 2.19 $309.45–384.30 · VW $357.55i $23,261,810 SEC
2023   Q2 113,575 6.24 Reduce 4.25% 0.25 $311.55–366.78 · VW $335.36i $38,676,000 SEC
2023   Q1 118,615 5.80 Reduce 11.21% 0.66 $245.61–335.94 · VW $303.31i $34,196,000 SEC
2022   Q4 133,584 5.89 Reduce 3.19% 0.19 $219.35–276.76 · VW $248.51i $32,035,000 SEC
2022   Q3 137,986 6.05 Reduce 2.29% 0.14 $213.43–267.45 · VW $245.34i $32,136,000 SEC
2022   Q2 141,226 6.26 Reduce 0.60% 0.04 $241.51–294.18 · VW $265.72i $36,270,000 SEC
2022   Q1 142,079 6.18 Add 9.27% 0.52 $246.44–315.95 · VW $278.09i $43,803,000 SEC
2021   Q4 130,029 5.81 Reduce 1.53% 0.08 $271.52–344.30 · VW $304.87i $43,730,000 SEC
2021   Q3 132,048 5.25 Reduce 0.97% 0.05 $280.25–349.67 · VW $320.17i $37,226,000 SEC
2021   Q2 133,336 5.23 Reduce 5.28% 0.27 $243.00–305.84 · VW $283.57i $36,119,000 SEC
2021   Q1 140,771 5.11 Reduce 4.63% 0.23 $224.26–263.19 · VW $245.71i $33,188,000 SEC
2020   Q4 147,598 4.88 Reduce 8.15% 0.44 $209.11–246.13 · VW $229.21i $32,827,000 SEC
2020   Q3 160,696 5.35 Add 97.67% 2.64 $196.25–232.86 · VW $214.39i $33,798,000 SEC
2020   Q2 81,296 2.80 Reduce 3.16% 0.08 $181.35–231.15 · VW $212.68i $16,543,000 SEC
2020   Q1 83,949 2.51 Buy 2.51 $132.52–187.51 · VW $167.76i $13,239,000 SEC
Price snapshot:
Current price$390.99
Avg. buy price$243.62
+/- since buy60.49%
52-week low$349.20
52-week high$551.05