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MOTOROLA SOLUTIONS INC MSI

Motorola Solutions, Inc. provides public safety, government, defense, and enterprise security solutions in the United States, the United Kingdom, Canada, and internationally. It operates in two segments, Products and Systems Integration, and Software and Services.

Company profile

Business mix

  • It operates in two segments, Products and Systems Integration, and Software and Services.
  • This segment also provides mission critical networks, and video security and access control technologies, including two-way portable and vehicle-mounted radios, video cameras, and accessories.
  • The Software and Services segment offers public safety and enterprise command center, unified communications applications, mobile video equipment, and video software solutions.
  • It serves hospitality; manufacturing; military and defence; police; air transportation; fire and rescue; stadium; emergency medical services; mining; oil and gas; transportation and logistics; utilities; education; retail; and healthcare industries.

Current key questions

  • Can demand for the company's products and platforms keep growing within communication equipment?
  • How durable are margins as product cycles, R&D spending, cloud or AI investment, and competition change?
  • Does customer concentration, switching cost, or ecosystem control support long-term pricing power?
Holders 1 Current sample portfolio
Public mentions 0 Videos / interviews / letters

Current firm holders

Firm Weight Value Filing period
Wedgewood Partners David Rolfe 6.1% $29.5M 2026-03-31

Recent trading changes over the last 2 quarters

Net buyers 1 Last 2 13F filing periods
Net reducers 0 Last 2 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $4.5M Estimated from net added shares
Reduction amount $0 Estimated from net reduced shares
Net share change / base shares +18.0% +10,384 / 57,557
Wedgewood Partners David Rolfe 2 filing periods
13F 2025-12-31 Filed 2026-02-17
Major increase Shares 24.6% 13F value change +$1.2M
13F 2026-03-31 Filed 2026-05-15
Minor reduction Shares -5.3% 13F value change +$2.0M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 57,557 Last 2 periods +10,384 (+18.0%) Total shares 67,941 Value $29.5M

Recent mentions

No public mentions.