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User

Terry Smith

Fundsmith

Terry Smith Alphabet Inc, CL-A stake

total: 80

Fundsmith GOOGL trades

Total transactions:
18
New positions:
1
Added:
4
Reduced:
13
Held since:
2021 Q4
Held for:
18 quarters
Latest activity:
2026 Q1
According to 2026 Q1 report, Terry Smith holds 2,956,198 Alphabet Inc, CL-A (GOOGL) shares with a market value of roughly $850.08M accounting for 6.63% of the overall portfolio. To date, the estimated cost basis is nearly $144.53 for "buy" trades and estimated average "sell" price is $253.99. Fundsmith first purchased GOOGL in 2021 Q4, initially acquiring about 8.38M shares. Since the initial investment in Alphabet Inc, CL-A (GOOGL), Fundsmith has made 17 more transactions.

How many GOOGL shares does Terry Smith currently hold?

According to 2026 Q1 report, Terry Smith holds 2,956,198 shares of Alphabet Inc, CL-A (GOOGL), valued at around $850.08M.

When did Terry Smith buy Alphabet Inc, CL-A (GOOGL)?

Terry Smith first invested in Alphabet Inc, CL-A (GOOGL) in 2021 Q4 at the reported quarter-end price of $144.85 per share.

What's the cost basis of Fundsmith's GOOGL stake?

The estimated cost basis for Alphabet Inc, CL-A (GOOGL) stake is around $144.53 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$144.53
Weighted AVG sell price:
$253.99

Terry Smith's historical trades in Alphabet Inc, CL-A

18 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2026 Q1
6.63%
2,956,198
$287.56
$850,084,297
-15.50% (-542,321)
-0.91%
2025 Q4
6.40%
3,498,519
$313.00
$1,095,036,447
-44.37% (-2,790,833)
-4.41%
2025 Q3
7.72%
6,289,352
$243.10
$1,528,941,471
-7.56% (-514,102)
-0.54%
2025 Q2
5.21%
6,803,454
$176.23
$1,198,972,698
-0.58% (-39,759)
-0.03%
2025 Q1
4.82%
6,843,213
$154.64
$1,058,234,458
-0.07% (-5,065)
-0%
2024 Q4
5.53%
6,848,278
$189.30
$1,296,379,025
-0.06% (-3,809)
-0%
2024 Q3
4.50%
6,852,087
$165.85
$1,136,418,629
+0.04% (+2,828)
+0%
2024 Q2
5.08%
6,849,259
$182.15
$1,247,592,527
-1.89% (-131,733)
-0.09%
2024 Q1
4.12%
6,980,992
$150.93
$1,053,641,123
-0.52% (-36,419)
-0.02%
2023 Q4
4.10%
7,017,411
$139.69
$980,262,143
-7.53% (-571,317)
-0.36%
2023 Q3
4.51%
$130.86
-0.35% (-26,908)
2023 Q2
3.82%
$119.70
-0.16% (-12,562)
2023 Q1
3.41%
$103.73
+0.02% (+1,885)
2022 Q4
3.07%
$88.23
-0.09% (-6,515)
2022 Q3
3.47%
$95.65
+0.10% (+7,788)
2022 Q2
0.18%
$5.45
+0.22% (+16,400)
2022 Q1
3.63%
$139.07
-9.23% (-773,280)
2021 Q4
2.96%
$144.85
new
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.