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Terry Smith’s Alphabet (Google) Class A GOOGL Stock Holding History

Terry Smith’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
Q2 		$634M Sell
1,773,354
-1,182,844
-40% -$426M 4.64% 7
2026
Q1 		$850M Sell
2,956,198
-542,321
-16% -$170M 6.63% 5
2025
Q4 		$1.1B Sell
3,498,519
-2,790,833
-44% -$797M 6.4% 6
2025
Q3 		$1.53B Sell
6,289,352
-514,102
-8% -$108M 7.72% 3
2025
Q2 		$1.2B Sell
6,803,454
-39,759
-0.6% -$6.51M 5.21% 9
2025
Q1 		$1.06B Sell
6,843,213
-5,065
-0.1% -$919K 4.82% 9
2024
Q4 		$1.3B Sell
6,848,278
-3,809
-0.1% -$666K 5.53% 8
2024
Q3 		$1.14B Buy
6,852,087
+2,828
+0% +$474K 4.5% 9
2024
Q2 		$1.25B Sell
6,849,259
-131,733
-2% -$22.2M 5.08% 8
2024
Q1 		$1.05B Sell
6,980,992
-36,419
-0.5% -$5.21M 4.12% 10
2023
Q4 		$980M Sell
7,017,411
-571,317
-8% -$76.8M 4.1% 12
2023
Q3 		$993M Sell
7,588,728
-26,908
-0.4% -$3.48M 4.51% 11
2023
Q2 		$912M Sell
7,615,636
-12,562
-0.2% -$1.45M 3.82% 12
2023
Q1 		$791M Buy
7,628,198
+1,885
+0% +$181K 3.41% 14
2022
Q4 		$673M Sell
7,626,313
-6,515
-0.1% -$619K 3.07% 16
2022
Q3 		$730M Buy
7,632,828
+7,788
+0.1% +$864K 3.47% 14
2022
Q2 		$41.5M Buy
7,625,040
+16,400
+0.2% +$1.93M 0.18% 37
2022
Q1 		$1.06B Sell
7,608,640
-773,280
-9% -$105M 3.63% 15
2021
Q4 		$1.21B Buy
+8,381,920
New +$1.21B 2.96% 18

Other funds holding GOOGL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Terry Smith's GOOGL Position: Q2 2026 in Review

Terry Smith reduced its Alphabet (Google) Class A (GOOGL) stake by 40% in Q2 2026, selling an estimated $426M and leaving 1,773,354 shares worth $634M. The position accounts for 4.64% of the portfolio, ranked #7.

Terry Smith first reported a position in GOOGL in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.53B in Q3 2025. 5,760 funds tracked by Wall St. Rank hold GOOGL as of Q2 2026.

  • Terry Smith held 1,773,354 shares of Alphabet (Google) Class A worth $634M as of Q2 2026.
  • Terry Smith sold 1,182,844 Alphabet (Google) Class A shares in Q2 2026, an estimated $426M.
  • Alphabet (Google) Class A made up 4.64% of Terry Smith's portfolio in Q2 2026, its #7 holding.
  • Terry Smith first reported a position in Alphabet (Google) Class A in Q4 2021 and has held it in 19 quarters since.
  • Terry Smith's Alphabet (Google) Class A position peaked at $1.53B in Q3 2025.
  • 5,760 funds tracked by Wall St. Rank held Alphabet (Google) Class A as of Q2 2026.

Based on Fundsmith LLP's 13F filing for Q2 2026, filed 14 Aug 2026.