Terry Smith's GOOGL Position Overview
Terry Smith (via Fundsmith Llp) currently holds 6.3M shares of Alphabet, Inc. (GOOGL) worth $1.53 B, representing 7.72% of the portfolio. First purchased in 2021-Q4, this medium-term investment has been held for 16 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 16.4K shares. Largest reduction occurred in Q1 2022, reducing 773.3K 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
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2021 | +8.38 M | New Buy | 8.38 M | $144.85 |
| Q1 2022 | -773,280 | Reduce 9.23% | 7.61 M | $139.07 |
| Q2 2022 | +16,400 | Add 0.22% | 7.63 M | $5.45 |
| Q3 2022 | +7,788 | Add 0.10% | 7.63 M | $95.65 |
| Q4 2022 | -6,515 | Reduce 0.09% | 7.63 M | $88.23 |
| Q1 2023 | +1,885 | Add 0.02% | 7.63 M | $103.73 |
| Q2 2023 | -12,562 | Reduce 0.16% | 7.62 M | $119.70 |
| Q3 2023 | -26,908 | Reduce 0.35% | 7.59 M | $130.86 |
| Q4 2023 | -571,317 | Reduce 7.53% | 7.02 M | $139.69 |
| Q1 2024 | -36,419 | Reduce 0.52% | 6.98 M | $150.93 |
| Q2 2024 | -131,733 | Reduce 1.89% | 6.85 M | $182.15 |
| Q3 2024 | +2,828 | Add 0.04% | 6.85 M | $165.85 |
| Q4 2024 | -3,809 | Reduce 0.06% | 6.85 M | $189.30 |
| Q1 2025 | -5,065 | Reduce 0.07% | 6.84 M | $154.64 |
| Q2 2025 | -39,759 | Reduce 0.58% | 6.8 M | $176.23 |
| Q3 2025 | -514,102 | Reduce 7.56% | 6.29 M | $243.10 |
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 16 quarters since Q4 2021. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Terry Smith's largest addition to Alphabet, Inc. (GOOGL) was in Q4 2021, adding 8,381,920 shares worth $1.21 B. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Terry Smith's firm, Fundsmith Llp, owns 6,289,352 shares of Alphabet, Inc. (GOOGL), valued at approximately $1.53 B. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Alphabet, Inc. (GOOGL) represents approximately 7.72% of Terry Smith's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Terry Smith's peak holding in Alphabet, Inc. (GOOGL) was 8,381,920 shares, as reported at the end of Q4 2021. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.