Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Alphabet (Google) Class A GOOGL Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio GOOGL Stock Details GOOGL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$277M Sell
962,835
-77,115
-7% -$24.2M 0.73% 22
2025
Q4 		$326M Buy
1,039,950
+14,353
+1% +$4.1M 0.88% 20
2025
Q3 		$249M Buy
1,025,597
+61,862
+6% +$13M 0.75% 25
2025
Q2 		$170M Sell
963,735
-9,680
-1% -$1.58M 0.6% 34
2025
Q1 		$151M Buy
973,415
+55,385
+6% +$10M 0.6% 32
2024
Q4 		$174M Buy
918,030
+22,143
+2% +$3.87M 0.72% 28
2024
Q3 		$149M Buy
895,887
+3,053
+0.3% +$512K 0.64% 32
2024
Q2 		$163M Buy
892,834
+94,669
+12% +$16M 0.77% 27
2024
Q1 		$120M Buy
798,165
+87,036
+12% +$12.5M 0.59% 32
2023
Q4 		$99.3M Buy
711,129
+179,437
+34% +$24.1M 0.53% 36
2023
Q3 		$69.6M Buy
531,692
+66,827
+14% +$8.64M 0.43% 45
2023
Q2 		$55.6M Buy
464,865
+81,819
+21% +$9.42M 0.34% 56
2023
Q1 		$39.7M Buy
383,046
+38,091
+11% +$3.65M 0.27% 72
2022
Q4 		$30.4M Sell
344,955
-6,268
-2% -$596K 0.22% 95
2022
Q3 		$33.6M Buy
351,223
+9,603
+3% +$1.06M 0.27% 69
2022
Q2 		$37.2M Sell
341,620
-86,620
-20% -$10.2M 0.29% 66
2022
Q1 		$59.6M Buy
428,240
+17,060
+4% +$2.32M 0.42% 43
2021
Q4 		$59.6M Buy
+411,180
New +$59.2M 0.42% 43
2021
Q2 		$46.6M Hold
381,560
– – 0.37% 47
2021
Q1 		$46.6M Hold
381,560
– – 0.37% 47
2020
Q4 		$46.6M Hold
381,560
– – 0.37% 47
2020
Q3 		$46.6M Hold
381,560
– – 0.37% 47
2020
Q2 		$46.6M Hold
381,560
– – 0.37% 47
2020
Q1 		$46.6M Hold
381,560
– – 0.37% 47
2019
Q4 		$46.6M Hold
381,560
– – 0.37% 47
2019
Q3 		$46.6M Hold
381,560
– – 0.37% 47
2019
Q2 		$46.6M Hold
381,560
– – 0.37% 47
2019
Q1 		$46.6M Buy
381,560
+309,160
+427% +$17.5M 0.37% 47
2018
Q4 		$3.78M Buy
72,400
+50,400
+229% +$2.72M 0.09% 186
2018
Q3 		$1.33M Buy
22,000
+6,920
+46% +$419K 0.03% 291
2018
Q2 		$851K Buy
15,080
+2,940
+24% +$160K 0.03% 285
2018
Q1 		$630K Sell
12,140
-28,280
-70% -$1.57M 0.03% 267
2017
Q4 		$2.13M Sell
40,420
-12,780
-24% -$660K 0.09% 161
2017
Q3 		$2.59M Sell
53,200
-5,740
-10% -$272K 0.12% 131
2017
Q2 		$2.74M Sell
58,940
-9,320
-14% -$436K 0.14% 118
2017
Q1 		$2.89M Sell
68,260
-30,100
-31% -$1.27M 0.16% 116
2016
Q4 		$3.9M Buy
98,360
+20,480
+26% +$819K 0.24% 104
2016
Q3 		$3.13M Sell
77,880
-5,880
-7% -$230K 0.22% 121
2016
Q2 		$2.95M Sell
83,760
-8,080
-9% -$297K 0.21% 125
2016
Q1 		$3.5M Sell
91,840
-15,160
-14% -$558K 0.31% 101
2015
Q4 		$4.16M Buy
+107,000
New +$3.96M 0.41% 84

Other funds holding GOOGL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Alphabet (Google) Class A (GOOGL) stake by 7.4% in Q1 2026, selling an estimated $24.2M and leaving 962,835 shares worth $277M. The position accounts for 0.73% of the portfolio, ranked #22.

Carson Wealth (CWM LLC) first reported a position in GOOGL in Q4 2015 and has held it in 41 quarters since. The position peaked at $326M in Q4 2025. 5,623 funds tracked by Wall St. Rank hold GOOGL as of Q1 2026.

  • Carson Wealth (CWM LLC) held 962,835 shares of Alphabet (Google) Class A worth $277M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 77,115 Alphabet (Google) Class A shares in Q1 2026, an estimated $24.2M.
  • Alphabet (Google) Class A made up 0.73% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #22 holding.
  • Carson Wealth (CWM LLC) first reported a position in Alphabet (Google) Class A in Q4 2015 and has held it in 41 quarters since.
  • Carson Wealth (CWM LLC)'s Alphabet (Google) Class A position peaked at $326M in Q4 2025.
  • 5,623 funds tracked by Wall St. Rank held Alphabet (Google) Class A as of Q1 2026.

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