GC
GOOGL icon

Giverny Capital’s Alphabet (Google) Class A GOOGL Stock Holding History

Giverny Capital’s Portfolio GOOGL Stock Details GOOGL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$100M Sell
348,469
-12,929
-4% -$4.06M 3.67% 12
2025
Q4 		$113M Buy
361,398
+2,255
+0.6% +$644K 3.77% 13
2025
Q3 		$87.3M Sell
359,143
-20,474
-5% -$4.29M 2.96% 14
2025
Q2 		$66.9M Buy
379,617
+20,014
+6% +$3.28M 2.29% 19
2025
Q1 		$55.6M Buy
359,603
+2,775
+0.8% +$503K 2.05% 19
2024
Q4 		$67.5M Buy
356,828
+10,124
+3% +$1.77M 2.47% 19
2024
Q3 		$57.5M Buy
346,704
+36,621
+12% +$6.14M 2.19% 20
2024
Q2 		$56.5M Buy
310,083
+17,419
+6% +$2.94M 2.39% 18
2024
Q1 		$44.2M Buy
292,664
+13,278
+5% +$1.9M 1.79% 20
2023
Q4 		$39M Buy
279,386
+45,262
+19% +$6.08M 1.83% 20
2023
Q3 		$30.6M Buy
234,124
+11,236
+5% +$1.45M 1.66% 20
2023
Q2 		$26.7M Buy
222,888
+9,711
+5% +$1.12M 1.4% 24
2023
Q1 		$22.1M Buy
213,177
+4,897
+2% +$470K 1.33% 24
2022
Q4 		$18.4M Buy
208,280
+8,336
+4% +$792K 1.14% 25
2022
Q3 		$19.1M Buy
199,944
+7,884
+4% +$874K 1.3% 24
2022
Q2 		$20.9M Buy
192,060
+3,540
+2% +$417K 1.38% 24
2022
Q1 		$26.2M Buy
188,520
+940
+0.5% +$128K 1.48% 24
2021
Q4 		$27.2M Sell
187,580
-1,000
-0.5% -$144K 1.45% 23
2021
Q3 		$25.2M Buy
188,580
+6,080
+3% +$827K 1.5% 21
2021
Q2 		$22.3M Buy
182,500
+9,340
+5% +$1.09M 1.36% 21
2021
Q1 		$17.9M Buy
173,160
+2,320
+1% +$229K 1.19% 22
2020
Q4 		$15M Buy
170,840
+15,120
+10% +$1.27M 1.15% 22
2020
Q3 		$11.4M Sell
155,720
-28,340
-15% -$2.16M 1.05% 21
2020
Q2 		$13.1M Buy
184,060
+51,520
+39% +$3.47M 1.3% 21
2020
Q1 		$7.7M Buy
132,540
+5,140
+4% +$348K 0.98% 21
2019
Q4 		$8.53M Buy
127,400
+11,880
+10% +$766K 0.77% 23
2019
Q3 		$7.05M Sell
115,520
-1,740
-1% -$103K 0.7% 24
2019
Q2 		$6.35M Sell
117,260
-2,060
-2% -$119K 0.64% 24
2019
Q1 		$7.02M Buy
119,320
+6,560
+6% +$370K 0.81% 25
2018
Q4 		$5.89M Sell
112,760
-880
-0.8% -$47.6K 0.78% 23
2018
Q3 		$6.86M Sell
113,640
-1,100
-1% -$66.6K 0.78% 23
2018
Q2 		$6.48M Hold
114,740
– – 0.84% 21
2018
Q1 		$5.95M Sell
114,740
-1,540
-1% -$85.4K 0.8% 20
2017
Q4 		$6.12M Sell
116,280
-4,160
-3% -$215K 0.84% 20
2017
Q3 		$5.86M Buy
120,440
+2,420
+2% +$115K 0.86% 18
2017
Q2 		$5.49M Sell
118,020
-640
-0.5% -$29.9K 0.89% 18
2017
Q1 		$5.03M Sell
118,660
-1,000
-0.8% -$42K 0.84% 17
2016
Q4 		$4.74M Sell
119,660
-1,100
-0.9% -$44K 0.8% 20
2016
Q3 		$4.86M Buy
+120,760
New +$4.72M 0.9% 20

Other funds holding GOOGL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Giverny Capital's GOOGL Position: Q1 2026 in Review

Giverny Capital reduced its Alphabet (Google) Class A (GOOGL) stake by 3.6% in Q1 2026, selling an estimated $4.06M and leaving 348,469 shares worth $100M. The position accounts for 3.67% of the portfolio, ranked #12.

Giverny Capital first reported a position in GOOGL in Q3 2016 and has held it in 39 quarters since. The position peaked at $113M in Q4 2025. 5,619 funds tracked by Wall St. Rank hold GOOGL as of Q1 2026.

  • Giverny Capital held 348,469 shares of Alphabet (Google) Class A worth $100M as of Q1 2026.
  • Giverny Capital sold 12,929 Alphabet (Google) Class A shares in Q1 2026, an estimated $4.06M.
  • Alphabet (Google) Class A made up 3.67% of Giverny Capital's portfolio in Q1 2026, its #12 holding.
  • Giverny Capital first reported a position in Alphabet (Google) Class A in Q3 2016 and has held it in 39 quarters since.
  • Giverny Capital's Alphabet (Google) Class A position peaked at $113M in Q4 2025.
  • 5,619 funds tracked by Wall St. Rank held Alphabet (Google) Class A as of Q1 2026.

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