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Giverny Capital’s Alphabet (Google) Class C GOOG Stock Holding History

Giverny Capital’s Portfolio GOOG Stock Details GOOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$178M Sell
620,909
-18,598
-3% -$5.84M 6.52% 2
2025
Q4 		$201M Buy
639,507
+1,294
+0.2% +$371K 6.69% 4
2025
Q3 		$155M Sell
638,213
-15,504
-2% -$3.26M 5.27% 5
2025
Q2 		$116M Buy
653,717
+2,271
+0.3% +$375K 3.98% 9
2025
Q1 		$102M Sell
651,446
-3,591
-0.5% -$658K 3.75% 9
2024
Q4 		$125M Buy
655,037
+8,857
+1% +$1.56M 4.56% 9
2024
Q3 		$108M Sell
646,180
-1,256
-0.2% -$213K 4.11% 9
2024
Q2 		$119M Buy
647,436
+1,636
+0.3% +$278K 5.02% 5
2024
Q1 		$98.3M Buy
645,800
+7,850
+1% +$1.13M 3.99% 12
2023
Q4 		$89.9M Sell
637,950
-268,374
-30% -$36.4M 4.22% 9
2023
Q3 		$119M Sell
906,324
-712
-0.1% -$92.6K 6.49% 4
2023
Q2 		$110M Buy
907,036
+44,960
+5% +$5.2M 5.77% 6
2023
Q1 		$89.7M Sell
862,076
-24,902
-3% -$2.4M 5.4% 6
2022
Q4 		$78.7M Sell
886,978
-6,062
-0.7% -$579K 4.87% 9
2022
Q3 		$85.9M Buy
893,040
+12,800
+1% +$1.43M 5.82% 5
2022
Q2 		$96.3M Buy
880,240
+48,620
+6% +$5.74M 6.34% 4
2022
Q1 		$116M Buy
831,620
+25,680
+3% +$3.49M 6.56% 2
2021
Q4 		$117M Buy
805,940
+11,120
+1% +$1.61M 6.22% 4
2021
Q3 		$106M Buy
794,820
+23,560
+3% +$3.25M 6.32% 3
2021
Q2 		$96.7M Buy
771,260
+25,680
+3% +$3.06M 5.88% 4
2021
Q1 		$77.1M Buy
745,580
+4,500
+0.6% +$446K 5.16% 5
2020
Q4 		$64.9M Buy
741,080
+17,880
+2% +$1.51M 4.98% 5
2020
Q3 		$53.1M Sell
723,200
-3,280
-0.5% -$250K 4.87% 8
2020
Q2 		$51.3M Buy
726,480
+43,640
+6% +$2.94M 5.11% 5
2020
Q1 		$39.7M Sell
682,840
-47,220
-6% -$3.2M 5.06% 6
2019
Q4 		$48.8M Buy
730,060
+17,520
+2% +$1.13M 4.42% 6
2019
Q3 		$43.4M Buy
712,540
+10,340
+1% +$612K 4.33% 8
2019
Q2 		$38M Buy
702,200
+15,280
+2% +$882K 3.83% 8
2019
Q1 		$40.3M Buy
686,920
+3,060
+0.4% +$172K 4.62% 5
2018
Q4 		$35.4M Buy
683,860
+5,020
+0.7% +$269K 4.67% 6
2018
Q3 		$40.5M Buy
678,840
+64,480
+10% +$3.86M 4.59% 8
2018
Q2 		$34.3M Buy
614,360
+27,960
+5% +$1.51M 4.46% 8
2018
Q1 		$30.3M Buy
586,400
+29,700
+5% +$1.64M 4.05% 9
2017
Q4 		$29.1M Buy
556,700
+69,360
+14% +$3.53M 4% 9
2017
Q3 		$23.4M Buy
487,340
+28,620
+6% +$1.33M 3.41% 14
2017
Q2 		$20.8M Buy
458,720
+4,880
+1% +$223K 3.37% 14
2017
Q1 		$18.8M Buy
453,840
+104,680
+30% +$4.29M 3.13% 15
2016
Q4 		$13.5M Buy
349,160
+25,020
+8% +$975K 2.28% 15
2016
Q3 		$12.6M Sell
324,140
-99,660
-24% -$3.78M 2.34% 15
2016
Q2 		$14.7M Buy
423,800
+25,380
+6% +$912K 2.86% 15
2016
Q1 		$15M Buy
398,420
+11,600
+3% +$416K 2.94% 15
2015
Q4 		$14.8M Sell
386,820
-520
-0.1% -$18.7K 2.95% 15
2015
Q3 		$12M Buy
387,340
+6,760
+2% +$208K 2.41% 18
2015
Q2 		$10M Buy
380,580
+13,816
+4% +$370K 2% 21
2015
Q1 		$10.1M Buy
+366,764
New +$9.83M 2.2% 18

Other funds holding GOOG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Giverny Capital's GOOG Position: Q1 2026 in Review

Giverny Capital reduced its Alphabet (Google) Class C (GOOG) stake by 2.9% in Q1 2026, selling an estimated $5.84M and leaving 620,909 shares worth $178M. The position accounts for 6.52% of the portfolio, ranked #2.

Giverny Capital first reported a position in GOOG in Q1 2015 and has held it in 45 quarters since. The position peaked at $201M in Q4 2025. 5,122 funds tracked by Wall St. Rank hold GOOG as of Q1 2026.

  • Giverny Capital held 620,909 shares of Alphabet (Google) Class C worth $178M as of Q1 2026.
  • Giverny Capital sold 18,598 Alphabet (Google) Class C shares in Q1 2026, an estimated $5.84M.
  • Alphabet (Google) Class C made up 6.52% of Giverny Capital's portfolio in Q1 2026, its #2 holding.
  • Giverny Capital first reported a position in Alphabet (Google) Class C in Q1 2015 and has held it in 45 quarters since.
  • Giverny Capital's Alphabet (Google) Class C position peaked at $201M in Q4 2025.
  • 5,122 funds tracked by Wall St. Rank held Alphabet (Google) Class C as of Q1 2026.

Based on Giverny Capital's 13F filing for Q1 2026, filed 15 May 2026.