Carson Wealth (CWM LLC)’s Alphabet (Google) Class C GOOG Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio GOOG Stock Details GOOG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-2,000	Closed	-$1K	–	4281
2023 Q3	$1K	Hold	2,000	–	–	﹤0.01%	3987
2023 Q2	$1K	Hold	2,000	–	–	﹤0.01%	3963
2023 Q1	$1K	Hold	2,000	–	–	﹤0.01%	3835
2022 Q4	$1K	Hold	2,000	–	–	﹤0.01%	3752
2022 Q3	$4K	Hold	2,000	–	–	﹤0.01%	3171
2022 Q2	$8K	Hold	2,000	–	–	﹤0.01%	2699
2022 Q1	$26K	Buy	+2,000	New	+$272K	﹤0.01%	1918

Other funds holding GOOG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Carson Wealth (CWM LLC)'s GOOG Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Alphabet (Google) Class C (GOOG) stake by 4% in Q1 2026, buying an estimated $5.58M and bringing the position to 464,319 shares worth $133M. The position accounts for 0.35% of the portfolio, ranked #58.

Carson Wealth (CWM LLC) first reported a position in GOOG in Q3 2013 and has held it in 49 quarters since. The position peaked at $140M in Q4 2025. 5,127 funds tracked by Wall St. Rank hold GOOG as of Q1 2026.

Carson Wealth (CWM LLC) held 464,319 shares of Alphabet (Google) Class C worth $133M as of Q1 2026.
Carson Wealth (CWM LLC) bought 17,761 Alphabet (Google) Class C shares in Q1 2026, an estimated $5.58M.
Alphabet (Google) Class C made up 0.35% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #58 holding.
Carson Wealth (CWM LLC) first reported a position in Alphabet (Google) Class C in Q3 2013 and has held it in 49 quarters since.
Carson Wealth (CWM LLC)'s Alphabet (Google) Class C position peaked at $140M in Q4 2025.
5,127 funds tracked by Wall St. Rank held Alphabet (Google) Class C as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.