13F Portfolios

Tweedy, Browne Co LLC — ALPHABET INC GOOGL: Quarterly 13F Position History

Tweedy, Browne Co LLC has reported ALPHABET INC (GOOGL) on 41 13F-HR filings in Pactolio's tracked window, first appearing in Q1 2016. As of Q1 2026, the position is sized at 198,341 shares ($57.0M market value, 4.53% of the equity book). Quarter-over-quarter share count change: 1,220 (-0.6%) .

Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 41 quarter s

Quarter Shares QoQ Share Change Share Change (%) Market Value Weight Implied Price
Q1 2026 198,341 1,220 -0.6% $57.0M 4.53% $287.56
Q4 2025 199,561 34,406 -14.7% $62.5M 5.04% $313.00
Q3 2025 233,967 87,332 -27.2% $56.9M 4.94% $243.10
Q2 2025 321,299 351,648 -52.3% $56.6M 5.25% $176.23
Q1 2025 672,947 63,868 -8.7% $104.1M 9.22% $154.64
Q4 2024 736,815 964,839 -56.7% $139.5M 9.40% $189.30
Q3 2024 1,701,654 242,933 -12.5% $282.2M 13.45% $165.85
Q2 2024 1,944,587 59,045 -2.9% $354.2M 16.29% $182.15
Q1 2024 2,003,632 3,620 -0.2% $302.4M 14.20% $150.93
Q4 2023 2,007,252 620 -0.0% $280.4M 13.69% $139.69
Q3 2023 2,007,872 80 -0.0% $262.8M 14.06% $130.86
Q2 2023 2,007,952 6,633 -0.3% $240.4M 12.62% $119.70
Q1 2023 2,014,585 3,145 -0.2% $209.0M 11.38% $103.73
Q4 2022 2,017,730 373,750 -15.6% $178.0M 9.48% $88.23
Q3 2022 2,391,480 +2,271,990 +1901.4% $228.7M 10.07% $95.65
Q2 2022 119,490 7,435 -5.9% $260.4M 10.65% $2179.26
Q1 2022 126,925 145 -0.1% $353.0M 11.40% $2781.35
Q4 2021 127,070 125 -0.1% $368.1M 11.68% $2897.04
Q3 2021 127,195 365 -0.3% $340.1M 11.36% $2673.52
Q2 2021 127,560 937 -0.7% $311.5M 8.75% $2441.79
Q1 2021 128,497 239 -0.2% $265.0M 7.71% $2062.52
Q4 2020 128,736 830 -0.6% $225.6M 7.01% $1752.64
Q3 2020 129,566 259 -0.2% $189.9M 7.36% $1465.60
Q2 2020 129,825 2,833 -2.1% $184.1M 7.35% $1418.05
Q1 2020 132,658 1,299 -1.0% $154.1M 7.15% $1161.95
Q4 2019 133,957 552 -0.4% $179.4M 6.49% $1339.39
Q3 2019 134,509 110 -0.1% $164.3M 5.81% $1221.14
Q2 2019 134,619 462 -0.3% $145.8M 5.15% $1082.80
Q1 2019 135,081 +5,638 +4.4% $159.0M 5.24% $1176.89
Q4 2018 129,443 165 -0.1% $135.3M 4.79% $1044.96
Q3 2018 129,608 0 $156.4M 4.71% $1207.08
Q2 2018 129,608 1,971 -1.5% $146.4M 4.55% $1129.19
Q1 2018 131,579 298 -0.2% $136.5M 4.18% $1037.14
Q4 2017 131,877 1,609 -1.2% $138.9M 3.81% $1053.40
Q3 2017 133,486 436 -0.3% $130.0M 3.54% $973.72
Q2 2017 133,922 165 -0.1% $124.5M 3.70% $929.68
Q1 2017 134,087 23 -0.0% $113.7M 3.26% $847.80
Q4 2016 134,110 +7,207 +5.7% $106.3M 3.32% $792.45
Q3 2016 126,903 12,717 -9.1% $102.0M 3.07% $804.06
Q2 2016 139,620 40 -0.0% $98.2M 2.76% $703.53
Q1 2016 139,660 $106.5M 2.93% $762.90

Methodology & FAQ

How This Position History Is Sourced

Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.

When did Tweedy, Browne Co LLC first disclose a GOOGL position in 13F-HR filings?

Tweedy, Browne Co LLC first reported ALPHABET INC (GOOGL) on its 13F-HR filing for the period ending 2016-03-31 (Q1 2016). The position has appeared on 41 reported quarters within Pactolio's tracked window.

What was Tweedy, Browne Co LLC's most recent quarter-over-quarter share-count change in GOOGL?

Between Q4 2025 and Q1 2026, Tweedy, Browne Co LLC reduced its GOOGL position by 1,220 shares (-0.6%), leaving 198,341 shares at a market value of $57.0M.

Does the implied price-per-share represent Tweedy, Browne Co LLC's cost basis in GOOGL?

No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.