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 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	$950M	Hold	9,880	–	–	0.53%	19
2022 Q2	$1.08M	Buy	+9,880	New	+$1.17M	0.66%	19

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

CM Wealth Advisors's GOOG Position: Q1 2026 in Review

CM Wealth Advisors increased its Alphabet (Google) Class C (GOOG) stake by 5.4% in Q1 2026, buying an estimated $216K and bringing the position to 13,474 shares worth $3.87M. The position accounts for 0.82% of the portfolio, ranked #16.

CM Wealth Advisors first reported a position in GOOG in Q2 2022 and has held it in 14 quarters since. The position peaked at $950M in Q3 2022. 5,117 funds tracked by Wall St. Rank hold GOOG as of Q1 2026.

CM Wealth Advisors held 13,474 shares of Alphabet (Google) Class C worth $3.87M as of Q1 2026.
CM Wealth Advisors bought 689 Alphabet (Google) Class C shares in Q1 2026, an estimated $216K.
Alphabet (Google) Class C made up 0.82% of CM Wealth Advisors's portfolio in Q1 2026, its #16 holding.
CM Wealth Advisors first reported a position in Alphabet (Google) Class C in Q2 2022 and has held it in 14 quarters since.
CM Wealth Advisors's Alphabet (Google) Class C position peaked at $950M in Q3 2022.
5,117 funds tracked by Wall St. Rank held Alphabet (Google) Class C as of Q1 2026.

Based on CM Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.