Wallace Weitz's GOOG Position Overview
Wallace Weitz (via Weitz Investment Management, Inc.) currently holds 347,900 shares of Alphabet Inc. (GOOG) worth $109.17 M, representing 6.47% of the portfolio. First purchased in 2015-Q4, this long-term strategic position has been held for 41 quarters.
Based on 13F filings since 2013, Wallace Weitz has maintained a long-term strategic position in GOOG, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2018, adding 82,800 shares. Largest reduction occurred in Q3 2020, reducing 420,600 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
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -92,700 | Reduce 21.04% | 347,900 | $313.80 |
| Q3 2025 | -5,000 | Reduce 1.12% | 440,600 | $243.55 |
| Q1 2025 | -73,100 | Reduce 14.09% | 445,600 | $156.23 |
| Q4 2024 | -48,275 | Reduce 8.51% | 518,700 | $190.44 |
| Q3 2024 | -52,000 | Reduce 8.40% | 566,975 | $167.19 |
| Q2 2024 | -139,125 | Reduce 18.35% | 618,975 | $183.42 |
| Q1 2024 | -102,850 | Reduce 11.95% | 758,100 | $152.26 |
| Q4 2023 | -122,250 | Reduce 12.43% | 860,950 | $140.93 |
| Q3 2023 | -47,500 | Reduce 4.61% | 983,200 | $131.85 |
| Q2 2023 | -109,860 | Reduce 9.63% | 1.03 M | $120.97 |
| Q4 2022 | +500 | Add 0.04% | 1.14 M | $88.73 |
| Q3 2022 | -20,000 | Reduce 1.72% | 1.14 M | $96.15 |
| Q2 2022 | -19,500 | Reduce 1.65% | 1.16 M | $109.37 |
| Q4 2021 | -17,640 | Reduce 1.47% | 1.18 M | $144.68 |
| Q2 2021 | -40,000 | Reduce 3.23% | 1.2 M | $125.32 |
| Q1 2021 | -48,200 | Reduce 3.75% | 1.24 M | $103.43 |
| Q3 2020 | -420,600 | Reduce 24.65% | 1.29 M | $73.48 |
| Q2 2020 | -92,000 | Reduce 5.12% | 1.71 M | $70.68 |
| Q1 2020 | -81,600 | Reduce 4.34% | 1.8 M | $58.14 |
| Q4 2019 | -90,500 | Reduce 4.59% | 1.88 M | $66.85 |
| Q3 2019 | -95,000 | Reduce 4.60% | 1.97 M | $60.95 |
| Q2 2019 | +79,600 | Add 4.01% | 2.07 M | $54.05 |
| Q1 2019 | -7,400 | Reduce 0.37% | 1.99 M | $58.67 |
| Q4 2018 | +82,800 | Add 4.33% | 1.99 M | $51.78 |
| Q3 2018 | +5,440 | Add 0.29% | 1.91 M | $59.67 |
| Q2 2018 | +6,600 | Add 0.35% | 1.9 M | $55.78 |
| Q1 2018 | +2,440 | Add 0.13% | 1.9 M | $51.59 |
| Q4 2017 | -22,460 | Reduce 1.17% | 1.9 M | $52.32 |
| Q3 2017 | -3,100 | Reduce 0.16% | 1.92 M | $47.96 |
| Q2 2017 | -9,800 | Reduce 0.51% | 1.92 M | $45.44 |
| Q1 2017 | -104,480 | Reduce 5.13% | 1.93 M | $41.48 |
| Q4 2016 | -88,720 | Reduce 4.18% | 2.04 M | $38.59 |
| Q3 2016 | -28,820 | Reduce 1.34% | 2.12 M | $38.86 |
| Q2 2016 | +54,720 | Add 2.61% | 2.15 M | $34.61 |
| Q1 2016 | -48,760 | Reduce 2.27% | 2.1 M | $37.25 |
| Q4 2015 | +2.15 M | New Buy | 2.15 M | $37.94 |
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 41 quarters since Q4 2015.
Wallace Weitz's largest addition to Alphabet Inc. (GOOG) was in Q4 2015, adding 2,147,040 shares worth $81.47 M.
According to the latest 13F filing for Q4 2025, Wallace Weitz's firm, Weitz Investment Management, Inc., owns 347,900 shares of Alphabet Inc. (GOOG), valued at approximately $109.17 M.
As of the Q4 2025 filing, Alphabet Inc. (GOOG) represents approximately 6.47% of Wallace Weitz's publicly disclosed stock portfolio, making it one of their key holdings.
Wallace Weitz's peak holding in Alphabet Inc. (GOOG) was 2,153,000 shares, as reported at the end of Q2 2016.