Wallace Weitz's GOOG Position Overview
Wallace Weitz (via Weitz Investment Management, Inc.) currently holds 440.6K shares of Alphabet Inc. (GOOG) worth $107.31 M, representing 5.82% of the portfolio. First purchased in 2015-Q4, this long-term strategic position has been held for 40 quarters.
Based on 13F filings, Wallace Weitz has maintained a strategic position in GOOG, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2018, adding 82.8K shares. Largest reduction occurred in Q3 2020, reducing 420.6K shares.
Analysis based on 13F filings available since 2013 Q2
Wallace Weitz's Alphabet (GOOG) Holding Value Over Time
Track share changes against reported price movement
Quarterly Alphabet (GOOG) Trades by Wallace Weitz
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2015 | +2.15 M | New Buy | 2.15 M | $37.94 |
| Q1 2016 | -48,760 | Reduce 2.27% | 2.1 M | $37.25 |
| Q2 2016 | +54,720 | Add 2.61% | 2.15 M | $34.61 |
| Q3 2016 | -28,820 | Reduce 1.34% | 2.12 M | $38.86 |
| Q4 2016 | -88,720 | Reduce 4.18% | 2.04 M | $38.59 |
| Q1 2017 | -104,480 | Reduce 5.13% | 1.93 M | $41.48 |
| Q2 2017 | -9,800 | Reduce 0.51% | 1.92 M | $45.44 |
| Q3 2017 | -3,100 | Reduce 0.16% | 1.92 M | $47.96 |
| Q4 2017 | -22,460 | Reduce 1.17% | 1.9 M | $52.32 |
| Q1 2018 | +2,440 | Add 0.13% | 1.9 M | $51.59 |
| Q2 2018 | +6,600 | Add 0.35% | 1.9 M | $55.78 |
| Q3 2018 | +5,440 | Add 0.29% | 1.91 M | $59.67 |
| Q4 2018 | +82,800 | Add 4.33% | 1.99 M | $51.78 |
| Q1 2019 | -7,400 | Reduce 0.37% | 1.99 M | $58.67 |
| Q2 2019 | +79,600 | Add 4.01% | 2.07 M | $54.05 |
| Q3 2019 | -95,000 | Reduce 4.60% | 1.97 M | $60.95 |
| Q4 2019 | -90,500 | Reduce 4.59% | 1.88 M | $66.85 |
| Q1 2020 | -81,600 | Reduce 4.34% | 1.8 M | $58.14 |
| Q2 2020 | -92,000 | Reduce 5.12% | 1.71 M | $70.68 |
| Q3 2020 | -420,600 | Reduce 24.65% | 1.29 M | $73.48 |
| Q1 2021 | -48,200 | Reduce 3.75% | 1.24 M | $103.43 |
| Q2 2021 | -40,000 | Reduce 3.23% | 1.2 M | $125.32 |
| Q4 2021 | -17,640 | Reduce 1.47% | 1.18 M | $144.68 |
| Q2 2022 | -19,500 | Reduce 1.65% | 1.16 M | $109.37 |
| Q3 2022 | -20,000 | Reduce 1.72% | 1.14 M | $96.15 |
| Q4 2022 | +500 | Add 0.04% | 1.14 M | $88.73 |
| Q2 2023 | -109,860 | Reduce 9.63% | 1.03 M | $120.97 |
| Q3 2023 | -47,500 | Reduce 4.61% | 983,200 | $131.85 |
| Q4 2023 | -122,250 | Reduce 12.43% | 860,950 | $140.93 |
| Q1 2024 | -102,850 | Reduce 11.95% | 758,100 | $152.26 |
| Q2 2024 | -139,125 | Reduce 18.35% | 618,975 | $183.42 |
| Q3 2024 | -52,000 | Reduce 8.40% | 566,975 | $167.19 |
| Q4 2024 | -48,275 | Reduce 8.51% | 518,700 | $190.44 |
| Q1 2025 | -73,100 | Reduce 14.09% | 445,600 | $156.23 |
| Q3 2025 | -5,000 | Reduce 1.12% | 440,600 | $243.55 |
Wallace Weitz's Alphabet Investment FAQs
Wallace Weitz first purchased Alphabet Inc. (GOOG) in Q4 2015, acquiring 2,147,040 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Wallace Weitz has held Alphabet Inc. (GOOG) for 40 quarters since Q4 2015. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Wallace Weitz's largest addition to Alphabet Inc. (GOOG) was in Q4 2015, adding 2,147,040 shares worth $81.47 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Wallace Weitz's firm, Weitz Investment Management, Inc., owns 440,600 shares of Alphabet Inc. (GOOG), valued at approximately $107.31 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Alphabet Inc. (GOOG) represents approximately 5.82% of Wallace Weitz'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.
Wallace Weitz's peak holding in Alphabet Inc. (GOOG) was 2,153,000 shares, as reported at the end of Q2 2016. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.