David Rolfe - Wedgewood Partners Inc
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 (AMGN)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2010   Q1 0 0.00 Sell 100.00% 0.19 SEC
2009   Q4 16,220 0.19 Reduce 96.34% 4.60 $40.51 $657,000 SEC
2009   Q3 442,667 4.77 Reduce 26.41% 1.44 $33.90 $15,006,000 SEC
2009   Q2 601,542 5.47 Reduce 16.70% 0.74 $23.24 $13,979,000 SEC
2009   Q1 722,133 4.46 Add 51.69% 1.52 $13.63 $9,842,000 SEC
2008   Q4 476,055 4.51 Buy 4.51 $18.55 $8,830,000 SEC
2008   Q3 0 0.00 Sell 100.00% 1.15 SEC
2008   Q2 73,775 1.15 Reduce 28.68% 0.41 $47.16 $3,479,000 SEC
2008   Q1 103,449 1.44 Reduce 69.92% 3.33 $41.99 $4,344,000 SEC
2007   Q4 343,913 4.76 Reduce 29.42% 2.17 $46.44 $15,971,000 SEC
2007   Q3 487,284 7.39 Reduce 1.62% 0.12 $56.57 $27,565,000 SEC
2007   Q2 495,287 7.47 Reduce 5.18% 0.40 $55.29 $27,384,000 SEC
2007   Q1 522,323 7.71 Reduce 1.31% 0.12 $55.88 $29,187,000 SEC
2006   Q4 529,233 9.19 Add 7.42% 0.64 $68.31 $36,151,000 SEC
2006   Q3 492,657 9.24 Add 4.29% 0.38 $71.53 $35,239,000 SEC
2006   Q2 472,386 8.86 Add 27.06% 1.89 $65.23 $30,813,000 SEC
2006   Q1 371,795 7.75 Add 13.24% 0.91 $72.75 $27,048,000 SEC
2005   Q4 328,338 8.36 Add 11.12% 0.84 $78.86 $25,892,000 SEC
2005   Q3 295,487 9.16 Add 2.95% 0.26 $79.67 $23,541,000 SEC
2005   Q2 287,020 8.73 Add 1.90% 0.16 $60.46 $17,353,000 SEC
2005   Q1 281,665 8.72 Add 12.70% 0.98 $58.21 $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 $56.81 $14,197,000 SEC
2004   Q2 230,490 8.36 Add 13.10% 0.97 $54.57 $12,577,000 SEC
2004   Q1 203,795 9.28 Add 16.82% 1.34 $58.17 $11,854,000 SEC
2003   Q4 174,445 9.79 Add 8.22% 0.74 $61.80 $10,780,000 SEC
2003   Q3 161,195 10.04 Reduce 7.33% 0.82 $64.57 $10,408,000 SEC
2003   Q2 173,950 11.21 Reduce 11.01% 1.38 $66.44 $11,557,000 SEC
2003   Q1 195,468 12.55 Reduce 5.42% 0.59 $57.55 $11,249,000 SEC
2002   Q4 206,672 10.84 Reduce 2.22% 0.24 $48.34 $9,990,000 SEC
2002   Q3 211,372 10.80 Add 2.70% 0.28 $41.70 $8,814,000 SEC
2002   Q2 205,822 9.20 Add 18.31% 1.42 $41.88 $8,619,000 SEC
2002   Q1 173,972 8.89 Add 5.87% 0.49 $59.68 $10,382,000 SEC
2001   Q4 164,322 8.19 Reduce 3.15% 0.29 $56.44 $9,274,000 SEC
2001   Q3 169,669 9.33 Reduce 3.43% 0.27 $58.77 $9,971,000 SEC
2001   Q2 175,694 7.83 Reduce 2.48% 0.21 $60.68 $10,661,000 SEC
2001   Q1 180,169 8.57 Reduce 10.85% 1.02 $60.19 $10,844,000 SEC
2000   Q4 202,094 9.43 Reduce 0.80% 0.07 $63.94 $12,922,000 SEC
2000   Q3 203,714 9.13 Add 1.58% 0.14 $69.83 $14,225,000 SEC
2000   Q2 200,539 8.71 Add 6.55% 0.54 $70.25 $14,088,000 SEC
2000   Q1 188,210 7.33 $61.87 $11,645,000 SEC