CM Wealth Advisors
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CM Wealth Advisors’s Alphabet (Google) Class C GOOG Stock Holding History

CM Wealth Advisors’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
2026
Q3 		$4.63M Buy
13,577
+7,565
+126% +$2.61M 0.77% 19
2026
Q2 		$2.12M Sell
6,012
-7,462
-55% -$2.67M 0.38% 27
2026
Q1 		$3.87M Buy
13,474
+689
+5% +$216K 0.82% 16
2025
Q4 		$4.01M Buy
12,785
+2,585
+25% +$741K 0.91% 16
2025
Q3 		$2.48M Sell
10,200
-1,182
-10% -$248K 0.66% 18
2025
Q2 		$2.02M Sell
11,382
-88
-0.8% -$14.5K 0.59% 20
2025
Q1 		$1.79M Sell
11,470
-39
-0.3% -$7.14K 0.57% 20
2024
Q4 		$2.19M Sell
11,509
-69
-0.6% -$12.2K 0.72% 18
2024
Q3 		$1.94M Buy
11,578
+9,598
+485% +$1.62M 0.63% 18
2024
Q2 		$363K Sell
1,980
-12,673
-86% -$2.16M 0.17% 49
2024
Q1 		$2.53M Buy
14,653
+4,755
+48% +$686K 0.72% 19
2023
Q4 		$1.39M Buy
+9,898
New +$1.34M 0.6% 19
2023
Q3 		– Sell
-2,835
Closed -$377K – 111
2023
Q2 		$377K Buy
+2,835
New +$328K 0.12% 87
2023
Q1 		– Sell
-7,900
Closed -$701K – 421
2022
Q4 		$701K Sell
7,900
-1,980
-20% -$189K 0.36% 29
2022
Q3 		$950K Hold
9,880
– – 0.53% 19
2022
Q2 		$1.08M Buy
+9,880
New +$1.17M 0.66% 19

Other funds holding GOOG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

CM Wealth Advisors's GOOG Position: Q3 2026 in Review

CM Wealth Advisors increased its Alphabet (Google) Class C (GOOG) stake by 126% in Q3 2026, buying an estimated $2.61M and bringing the position to 13,577 shares worth $4.63M. The position accounts for 0.77% of the portfolio, ranked #19.

CM Wealth Advisors first reported a position in GOOG in Q2 2022 and has held it in 16 quarters since. 3,654 funds tracked by Wall St. Rank hold GOOG as of Q3 2026.

  • CM Wealth Advisors held 13,577 shares of Alphabet (Google) Class C worth $4.63M as of Q3 2026.
  • CM Wealth Advisors bought 7,565 Alphabet (Google) Class C shares in Q3 2026, an estimated $2.61M.
  • Alphabet (Google) Class C made up 0.77% of CM Wealth Advisors's portfolio in Q3 2026, its #19 holding.
  • CM Wealth Advisors first reported a position in Alphabet (Google) Class C in Q2 2022 and has held it in 16 quarters since.
  • 3,654 funds tracked by Wall St. Rank held Alphabet (Google) Class C as of Q3 2026.

Based on CM Wealth Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.