PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Alphabet (Google) Class C GOOG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$999K Buy
2,827
+144
+5% +$51.5K 0.27% 61
2026
Q1
$770K Sell
2,683
-4
-0.1% -$1.26K 0.23% 64
2025
Q4
$843K Sell
2,687
-213
-7% -$61K 0.25% 56
2025
Q3
$706K Sell
2,900
-15
-0.5% -$3.15K 0.22% 72
2025
Q2
$517K Buy
2,915
+1
+0% +$165 0.17% 82
2025
Q1
$455K Buy
2,914
+960
+49% +$176K 0.17% 86
2024
Q4
$372K Buy
1,954
+1,115
+133% +$197K 0.15% 99
2024
Q3
$140K Buy
839
+37
+5% +$6.26K 0.07% 120
2024
Q2
$147K Hold
802
0.08% 116
2024
Q1
$122K Hold
802
0.08% 128
2023
Q4
$113K Buy
802
+38
+5% +$5.16K 0.07% 133
2023
Q3
$101K Buy
764
+500
+189% +$65K 0.07% 129
2023
Q2
$92.4K Sell
264
-500
-65% -$57.9K 0.07% 136
2023
Q1
$79.5K Buy
764
+60
+9% +$5.79K 0.06% 137
2022
Q4
$62.5K Buy
+704
New +$67.2K 0.05% 144

Other funds holding GOOG

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s GOOG Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. increased its Alphabet (Google) Class C (GOOG) stake by 5.4% in Q2 2026, buying an estimated $51.5K and bringing the position to 2,827 shares worth $999K. The position accounts for 0.27% of the portfolio, ranked #61.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in GOOG in Q4 2022 and has held it in 15 quarters since. 3,463 funds tracked by Wall St. Rank hold GOOG as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 2,827 shares of Alphabet (Google) Class C worth $999K as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. bought 144 Alphabet (Google) Class C shares in Q2 2026, an estimated $51.5K.
  • Alphabet (Google) Class C made up 0.27% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #61 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Alphabet (Google) Class C in Q4 2022 and has held it in 15 quarters since.
  • 3,463 funds tracked by Wall St. Rank held Alphabet (Google) Class C as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.