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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

CM Wealth Advisors's GOOG Position: Q2 2026 in Review

CM Wealth Advisors reduced its Alphabet (Google) Class C (GOOG) stake by 55% in Q2 2026, selling an estimated $2.67M and leaving 6,012 shares worth $2.12M. The position accounts for 0.38% of the portfolio, ranked #27.

CM Wealth Advisors first reported a position in GOOG in Q2 2022 and has held it in 15 quarters since. The position peaked at $4.01M in Q4 2025. 5,246 funds tracked by Wall St. Rank hold GOOG as of Q2 2026.

  • CM Wealth Advisors held 6,012 shares of Alphabet (Google) Class C worth $2.12M as of Q2 2026.
  • CM Wealth Advisors sold 7,462 Alphabet (Google) Class C shares in Q2 2026, an estimated $2.67M.
  • Alphabet (Google) Class C made up 0.38% of CM Wealth Advisors's portfolio in Q2 2026, its #27 holding.
  • CM Wealth Advisors first reported a position in Alphabet (Google) Class C in Q2 2022 and has held it in 15 quarters since.
  • CM Wealth Advisors's Alphabet (Google) Class C position peaked at $4.01M in Q4 2025.
  • 5,246 funds tracked by Wall St. Rank held Alphabet (Google) Class C as of Q2 2026.

Based on CM Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.