Forum Financial Management’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
$37.8M Sell
106,845
-3,081
-3% -$1.1M 0.48% 19
2026
Q1
$31.5M Sell
109,926
-39,784
-27% -$12.5M 0.45% 19
2025
Q4
$47M Buy
149,710
+1,232
+0.8% +$353K 0.61% 17
2025
Q3
$36.2M Sell
148,478
-672
-0.5% -$141K 0.49% 20
2025
Q2
$26.5M Buy
149,150
+16,569
+12% +$2.74M 0.4% 21
2025
Q1
$20.7M Buy
132,581
+64,303
+94% +$11.8M 0.34% 23
2024
Q4
$13M Buy
68,278
+4,091
+6% +$722K 0.22% 29
2024
Q3
$10.7M Sell
64,187
-395
-0.6% -$66.9K 0.18% 32
2024
Q2
$11.8M Sell
64,582
-12,040
-16% -$2.05M 0.21% 31
2024
Q1
$11.7M Buy
76,622
+11,687
+18% +$1.69M 0.2% 32
2023
Q4
$9.15M Sell
64,935
-1,495
-2% -$203K 0.17% 32
2023
Q3
$8.76M Sell
66,430
-3,050
-4% -$397K 0.19% 28
2023
Q2
$8.41M Buy
69,480
+24,562
+55% +$2.84M 0.19% 27
2023
Q1
$4.67M Buy
44,918
+3,626
+9% +$350K 0.14% 40
2022
Q4
$3.66M Buy
41,292
+1,922
+5% +$183K 0.12% 42
2022
Q3
$3.79M Sell
39,370
-2,530
-6% -$283K 0.18% 38
2022
Q2
$4.58M Buy
41,900
+6,680
+19% +$789K 0.23% 27
2022
Q1
$4.92M Sell
35,220
-500
-1% -$68K 0.24% 27
2021
Q4
$5.17M Buy
+35,720
New +$5.16M 0.27% 21

Other funds holding GOOG

Forum Financial Management's GOOG Position: Q2 2026 in Review

Forum Financial Management reduced its Alphabet (Google) Class C (GOOG) stake by 2.8% in Q2 2026, selling an estimated $1.1M and leaving 106,845 shares worth $37.8M. The position accounts for 0.48% of the portfolio, ranked #19.

Forum Financial Management first reported a position in GOOG in Q4 2021 and has held it in 19 quarters since. The position peaked at $47M in Q4 2025. 5,221 funds tracked by Wall St. Rank hold GOOG as of Q2 2026.

  • Forum Financial Management held 106,845 shares of Alphabet (Google) Class C worth $37.8M as of Q2 2026.
  • Forum Financial Management sold 3,081 Alphabet (Google) Class C shares in Q2 2026, an estimated $1.1M.
  • Alphabet (Google) Class C made up 0.48% of Forum Financial Management's portfolio in Q2 2026, its #19 holding.
  • Forum Financial Management first reported a position in Alphabet (Google) Class C in Q4 2021 and has held it in 19 quarters since.
  • Forum Financial Management's Alphabet (Google) Class C position peaked at $47M in Q4 2025.
  • 5,221 funds tracked by Wall St. Rank held Alphabet (Google) Class C as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.