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  Walmart Inc. (WMT)
← All WMT superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2004   Q3 0 0.00 Sell 100.00% 1.42 $17.03–18.32 · VW $17.77i SEC
2004   Q2 121,500 1.42 Reduce 5.59% 0.11 $17.17–19.28 · VW $18.04i $2,136,000 SEC
2004   Q1 128,700 2.00 Reduce 4.88% 0.11 $18.05–20.44 · VW $19.16i $2,560,000 SEC
2003   Q4 135,300 2.17 Add 4.88% 0.10 $16.83–19.98 · VW $18.25i $2,392,000 SEC
2003   Q3 129,000 2.32 Reduce 4.66% 0.11 $18.26–20.07 · VW $19.33i $2,401,000 SEC
2003   Q2 135,300 2.35 $17.89 $2,420,000 SEC
2003   Q1 135,300 2.62 $17.34 $2,346,000 SEC
2002   Q4 135,300 2.47 $16.84 $2,278,000 SEC
2002   Q3 135,300 2.72 $16.41 $2,220,000 SEC
2002   Q2 135,300 2.65 Add 15.35% 0.35 $14.57–19.77 · VW $16.91i $2,480,000 SEC
2002   Q1 117,300 2.05 Reduce 20.37% 0.51 $18.49–21.31 · VW $19.47i $2,396,000 SEC
2001   Q4 147,300 2.50 Reduce 1.41% 0.03 $16.95–19.99 · VW $18.98i $2,825,000 SEC
2001   Q3 149,400 2.27 Add 0.93% 0.02 $14.00–18.92 · VW $16.69i $2,425,000 SEC
2001   Q2 148,020 1.77 Add 0.69% 0.01 $15.57–18.83 · VW $17.68i $2,407,000 SEC
2001   Q1 147,000 1.96 Add 2.08% 0.04 $15.07–18.93 · VW $17.08i $2,475,000 SEC
2000   Q4 144,000 1.86 Add 0.67% 0.01 $14.19–19.58 · VW $17.57i $2,550,000 SEC
2000   Q3 143,040 1.47 Add 4.38% 0.06 $13.81–19.21 · VW $16.05i $2,295,000 SEC
2000   Q2 137,040 1.63 Reduce 3.53% 0.06 $16.50–20.98 · VW $18.63i $2,632,000 SEC
2000   Q1 142,050 1.68 $18.83 $2,675,000 SEC
Price snapshot:
Current price$114.78
52-week low$93.45
52-week high$135.16