Terry Smith's GOOGL Position Overview
Terry Smith (via Fundsmith Llp) currently holds 3.5 M shares of Alphabet Inc. (GOOGL) worth $1.1 B, representing 6.40% of the portfolio. First purchased in 2021-Q4, this medium-term investment has been held for 17 quarters.
Based on 13F filings, Terry Smith has maintained a strategic position in GOOGL, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2022, adding 16,400 shares. Largest reduction occurred in Q4 2025, reducing 2.79 M shares.
Analysis based on 13F filings available since 2013 Q2
Terry Smith's Alphabet (GOOGL) Holding Value Over Time
Track share changes against reported price movement
Quarterly Alphabet (GOOGL) Trades by Terry Smith
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -2.79 M | Reduce 44.37% | 3.5 M | $313.00 |
| Q3 2025 | -514,102 | Reduce 7.56% | 6.29 M | $243.10 |
| Q2 2025 | -39,759 | Reduce 0.58% | 6.8 M | $176.23 |
| Q1 2025 | -5,065 | Reduce 0.07% | 6.84 M | $154.64 |
| Q4 2024 | -3,809 | Reduce 0.06% | 6.85 M | $189.30 |
| Q3 2024 | +2,828 | Add 0.04% | 6.85 M | $165.85 |
| Q2 2024 | -131,733 | Reduce 1.89% | 6.85 M | $182.15 |
| Q1 2024 | -36,419 | Reduce 0.52% | 6.98 M | $150.93 |
| Q4 2023 | -571,317 | Reduce 7.53% | 7.02 M | $139.69 |
| Q3 2023 | -26,908 | Reduce 0.35% | 7.59 M | $130.86 |
| Q2 2023 | -12,562 | Reduce 0.16% | 7.62 M | $119.70 |
| Q1 2023 | +1,885 | Add 0.02% | 7.63 M | $103.73 |
| Q4 2022 | -6,515 | Reduce 0.09% | 7.63 M | $88.23 |
| Q3 2022 | +7,788 | Add 0.10% | 7.63 M | $95.65 |
| Q2 2022 | +16,400 | Add 0.22% | 7.63 M | $5.45 |
| Q1 2022 | -773,280 | Reduce 9.23% | 7.61 M | $139.07 |
| Q4 2021 | +8.38 M | New Buy | 8.38 M | $144.85 |
Terry Smith's Alphabet Investment FAQs
Terry Smith first purchased Alphabet Inc. (GOOGL) in Q4 2021, acquiring 8,381,920 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Terry Smith has held Alphabet Inc. (GOOGL) for 17 quarters since Q4 2021.
Terry Smith's largest addition to Alphabet Inc. (GOOGL) was in Q4 2021, adding 8,381,920 shares worth $1.21 B.
According to the latest 13F filing for Q4 2025, Terry Smith's firm, Fundsmith Llp, owns 3,498,519 shares of Alphabet Inc. (GOOGL), valued at approximately $1.1 B.
As of the Q4 2025 filing, Alphabet Inc. (GOOGL) represents approximately 6.40% of Terry Smith's publicly disclosed stock portfolio, making it one of their key holdings.
Terry Smith's peak holding in Alphabet Inc. (GOOGL) was 8,381,920 shares, as reported at the end of Q4 2021.