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 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	$934M	Hold	9,760	–	–	0.52%	20
2022 Q2	$1.06M	Buy	+9,760	New	+$1.15M	0.65%	20

Other funds holding GOOGL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

CM Wealth Advisors reduced its Alphabet (Google) Class A (GOOGL) stake by 1.4% in Q1 2026, selling an estimated $81.7K and leaving 18,162 shares worth $5.22M. The position accounts for 1.11% of the portfolio, ranked #15.

CM Wealth Advisors first reported a position in GOOGL in Q2 2022 and has held it in 15 quarters since. The position peaked at $934M in Q3 2022. 5,614 funds tracked by Wall St. Rank hold GOOGL as of Q1 2026.

CM Wealth Advisors held 18,162 shares of Alphabet (Google) Class A worth $5.22M as of Q1 2026.
CM Wealth Advisors sold 260 Alphabet (Google) Class A shares in Q1 2026, an estimated $81.7K.
Alphabet (Google) Class A made up 1.11% of CM Wealth Advisors's portfolio in Q1 2026, its #15 holding.
CM Wealth Advisors first reported a position in Alphabet (Google) Class A in Q2 2022 and has held it in 15 quarters since.
CM Wealth Advisors's Alphabet (Google) Class A position peaked at $934M in Q3 2022.
5,614 funds tracked by Wall St. Rank held Alphabet (Google) Class A as of Q1 2026.

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