Wallace Weitz - Weitz Investment Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    49
Portfolio value:    $1,432,543,452
Holdings Activity Buys Sells    History
Holding/activity history for  Alphabet Inc. (GOOG)
← All GOOG superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 326,750 6.54 Reduce 6.08% 0.39 $271.54–350.15 · VW $312.92i $93,731,505 SEC
2025   Q4 347,900 6.47 Reduce 21.04% 1.23 $236.68–328.67 · VW $296.23i $109,171,020 SEC
2025   Q3 440,600 5.83 Reduce 1.12% 0.05 $173.88–256.70 · VW $210.05i $107,308,130 SEC
2025   Q2 445,600 4.26 $177.39 $79,044,984 SEC
2025   Q1 445,600 3.71 Reduce 14.09% 0.72 $152.21–208.70 · VW $179.29i $69,616,088 SEC
2024   Q4 518,700 5.10 Reduce 8.51% 0.40 $161.12–202.88 · VW $178.52i $98,781,228 SEC
2024   Q3 566,975 4.68 Reduce 8.40% 0.50 $148.20–193.31 · VW $167.76i $94,792,550 SEC
2024   Q2 618,975 6.00 Reduce 18.35% 1.08 $151.08–187.50 · VW $171.74i $113,532,395 SEC
2024   Q1 758,100 5.86 Reduce 11.95% 0.77 $131.55–155.20 · VW $144.24i $115,428,306 SEC
2023   Q4 860,950 6.44 Reduce 12.43% 0.89 $121.46–143.95 · VW $133.63i $121,333,684 SEC
2023   Q3 983,200 7.18 Reduce 4.61% 0.31 $115.83–139.93 · VW $131.48i $129,634,920 SEC
2023   Q2 1,030,700 6.69 Reduce 9.63% 0.66 $102.38–129.55 · VW $116.33i $124,683,779 SEC
2023   Q1 1,140,560 6.89 $104.00 $118,618,240 SEC
2022   Q4 1,140,560 5.79 Add 0.04% <0.01 $83.45–105.10 · VW $95.21i $101,201,889 SEC
2022   Q3 1,140,060 6.53 Reduce 1.72% 0.12 $96.03–123.26 · VW $109.79i $109,617,000 SEC
2022   Q2 1,160,060 6.71 Reduce 1.65% 0.12 $102.21–144.04 · VW $115.81i $126,879,000 SEC
2022   Q1 1,179,560 7.37 $139.65 $164,725,000 SEC
2021   Q4 1,179,560 6.91 Reduce 1.47% 0.10 $131.17–151.85 · VW $144.34i $170,658,000 SEC
2021   Q3 1,197,200 6.75 $133.27 $159,545,000 SEC
2021   Q2 1,197,200 6.39 Reduce 3.23% 0.18 $104.84–127.80 · VW $119.28i $150,028,000 SEC
2021   Q1 1,237,200 5.71 Reduce 3.75% 0.18 $84.95–107.63 · VW $98.43i $127,965,000 SEC
2020   Q4 1,285,400 4.85 $87.59 $112,593,000 SEC
2020   Q3 1,285,400 4.46 Reduce 24.65% 1.49 $70.33–86.66 · VW $76.94i $94,451,000 SEC
2020   Q2 1,706,000 6.04 Reduce 5.12% 0.29 $53.99–73.80 · VW $67.35i $120,581,000 SEC
2020   Q1 1,798,000 5.58 Reduce 4.34% 0.22 $50.68–76.61 · VW $64.93i $104,537,000 SEC
2019   Q4 1,879,600 5.05 Reduce 4.59% 0.23 $58.12–68.25 · VW $64.41i $125,653,000 SEC
2019   Q3 1,970,100 5.03 Reduce 4.60% 0.21 $54.69–63.28 · VW $59.80i $120,078,000 SEC
2019   Q2 2,065,100 4.57 Add 4.01% 0.18 $51.25–64.46 · VW $56.85i $111,609,000 SEC
2019   Q1 1,985,500 4.99 Reduce 0.37% 0.02 $50.70–61.59 · VW $56.31i $116,480,000 SEC
2018   Q4 1,992,900 4.89 Add 4.33% 0.20 $48.51–60.50 · VW $53.42i $103,193,000 SEC
2018   Q3 1,910,100 4.83 Add 0.29% 0.01 $54.69–63.69 · VW $60.00i $113,982,000 SEC
2018   Q2 1,904,660 4.69 Add 0.35% 0.02 $49.52–59.31 · VW $53.70i $106,247,000 SEC
2018   Q1 1,898,060 4.44 Add 0.13% <0.01 $49.03–59.34 · VW $54.53i $97,920,000 SEC
2017   Q4 1,895,620 4.47 Reduce 1.17% 0.05 $47.39–53.92 · VW $51.18i $99,179,000 SEC
2017   Q3 1,918,080 4.13 Reduce 0.16% <0.01 $44.74–49.31 · VW $46.81i $91,982,000 SEC
2017   Q2 1,921,180 4.13 Reduce 0.51% 0.02 $40.85–49.41 · VW $46.28i $87,292,000 SEC
2017   Q1 1,930,980 3.59 Reduce 5.13% 0.17 $38.79–42.67 · VW $40.83i $80,093,000 SEC
2016   Q4 2,035,460 3.39 Reduce 4.18% 0.14 $36.38–40.83 · VW $38.64i $78,550,000 SEC
2016   Q3 2,124,180 3.37 Reduce 1.34% 0.04 $34.41–39.49 · VW $38.16i $82,555,000 SEC
2016   Q2 2,153,000 2.99 Add 2.61% 0.08 $33.16–38.49 · VW $35.59i $74,505,000 SEC
2016   Q1 2,098,280 2.97 Reduce 2.27% 0.07 $33.15–39.49 · VW $36.10i $78,156,000 SEC
2015   Q4 2,147,040 3.01 Buy 3.01 $29.99–39.00 · VW $36.04i $81,467,000 SEC
Price snapshot:
Current price$350.67
Avg. buy price$39.19
+/- since buy794.76%
52-week low$180.20
52-week high$404.23