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CM Wealth Advisors’s Alphabet (Google) Class A GOOGL Stock Holding History

CM Wealth Advisors’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
Q2 		$6.32M Sell
17,679
-483
-3% -$174K 1.14% 14
2026
Q1 		$5.22M Sell
18,162
-260
-1% -$81.7K 1.11% 15
2025
Q4 		$5.77M Buy
18,422
+6,797
+58% +$1.94M 1.3% 15
2025
Q3 		$2.83M Hold
11,625
– – 0.75% 15
2025
Q2 		$2.05M Sell
11,625
-1,993
-15% -$326K 0.6% 19
2025
Q1 		$2.11M Hold
13,618
– – 0.67% 18
2024
Q4 		$2.58M Hold
13,618
– – 0.84% 16
2024
Q3 		$2.26M Buy
13,618
+11,325
+494% +$1.9M 0.73% 16
2024
Q2 		$418K Sell
2,293
-16,873
-88% -$2.84M 0.2% 46
2024
Q1 		$3.28M Buy
19,166
+9,394
+96% +$1.34M 0.94% 15
2023
Q4 		$1.37M Sell
9,772
-9,880
-50% -$1.33M 0.59% 20
2023
Q3 		$2.64M Buy
19,652
+11,963
+156% +$1.55M 1.02% 14
2023
Q2 		$1.02M Buy
+7,689
New +$885K 0.33% 31
2023
Q1 		– Sell
-9,460
Closed -$835K – 422
2022
Q4 		$835K Sell
9,460
-300
-3% -$28.5K 0.43% 21
2022
Q3 		$934K Hold
9,760
– – 0.52% 20
2022
Q2 		$1.06M Buy
+9,760
New +$1.15M 0.65% 20

Other funds holding GOOGL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

CM Wealth Advisors reduced its Alphabet (Google) Class A (GOOGL) stake by 2.7% in Q2 2026, selling an estimated $174K and leaving 17,679 shares worth $6.32M. The position accounts for 1.14% of the portfolio, ranked #14.

CM Wealth Advisors first reported a position in GOOGL in Q2 2022 and has held it in 16 quarters since. 5,787 funds tracked by Wall St. Rank hold GOOGL as of Q2 2026.

  • CM Wealth Advisors held 17,679 shares of Alphabet (Google) Class A worth $6.32M as of Q2 2026.
  • CM Wealth Advisors sold 483 Alphabet (Google) Class A shares in Q2 2026, an estimated $174K.
  • Alphabet (Google) Class A made up 1.14% of CM Wealth Advisors's portfolio in Q2 2026, its #14 holding.
  • CM Wealth Advisors first reported a position in Alphabet (Google) Class A in Q2 2022 and has held it in 16 quarters since.
  • 5,787 funds tracked by Wall St. Rank held Alphabet (Google) Class A as of Q2 2026.

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