Capital & Planning LLC’s Alphabet (Google) Class A GOOGL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$21.1M Buy
73,316
+53,321
+267% +$16.8M 12.79% 1
2025
Q4
$6.26M Sell
19,995
-54,158
-73% -$15.5M 28.97% 1
2025
Q3
$18M Buy
74,153
+372
+0.5% +$77.9K 11.13% 2
2025
Q2
$13M Buy
73,781
+543
+0.7% +$88.9K 8.83% 4
2025
Q1
$11.3M Buy
73,238
+1,136
+2% +$206K 8.41% 5
2024
Q4
$13.6M Buy
+72,102
New +$12.6M 9.98% 3

Other funds holding GOOGL

Capital & Planning LLC's GOOGL Position: Q1 2026 in Review

Capital & Planning LLC increased its Alphabet (Google) Class A (GOOGL) stake by 267% in Q1 2026, buying an estimated $16.8M and bringing the position to 73,316 shares worth $21.1M. The position accounts for 12.79% of the portfolio, ranked #1.

Capital & Planning LLC first reported a position in GOOGL in Q4 2024 and has held it in 6 quarters since. 5,643 funds tracked by Wall St. Rank hold GOOGL as of Q1 2026.

  • Capital & Planning LLC held 73,316 shares of Alphabet (Google) Class A worth $21.1M as of Q1 2026.
  • Capital & Planning LLC bought 53,321 Alphabet (Google) Class A shares in Q1 2026, an estimated $16.8M.
  • Alphabet (Google) Class A made up 12.79% of Capital & Planning LLC's portfolio in Q1 2026, its #1 holding.
  • Capital & Planning LLC first reported a position in Alphabet (Google) Class A in Q4 2024 and has held it in 6 quarters since.
  • 5,643 funds tracked by Wall St. Rank held Alphabet (Google) Class A as of Q1 2026.

Based on Capital & Planning LLC's 13F filing for Q1 2026, filed 18 May 2026.