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Heirloom Wealth Management’s Alphabet (Google) Class C GOOG Stock Holding History

Heirloom Wealth Management’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 		$28.6M Buy
99,866
+1,797
+2% +$565K 5.16% 3
2025
Q4 		$30.8M Sell
98,069
-29,957
-23% -$8.58M 7.11% 3
2025
Q3 		$31.2M Buy
128,026
+1,502
+1% +$316K 7.53% 3
2025
Q2 		$22.4M Buy
126,524
+485
+0.4% +$80.1K 5.93% 6
2025
Q1 		$19.7M Buy
126,039
+4,643
+4% +$850K 5.65% 8
2024
Q4 		$23.1M Sell
121,396
-6,715
-5% -$1.19M 6.94% 4
2024
Q3 		$21.4M Buy
128,111
+1,517
+1% +$257K 6.68% 4
2024
Q2 		$23.2M Sell
126,594
-1,919
-1% -$326K 7.52% 4
2024
Q1 		$19.6M Sell
128,513
-2,671
-2% -$386K 6.66% 4
2023
Q4 		$18.5M Buy
131,184
+2,414
+2% +$328K 7.1% 4
2023
Q3 		$17M Sell
128,770
-3,629
-3% -$472K 7.55% 2
2023
Q2 		$16M Buy
132,399
+5,018
+4% +$581K 6.96% 6
2023
Q1 		$13.2M Buy
127,381
+19,908
+19% +$1.92M 6.32% 6
2022
Q4 		$9.54M Buy
+107,473
New +$10.3M 5.94% 7
2022
Q2 		$10.8M Buy
1,830,500
+1,744,080
+2,018% +$206M 8.8% 3
2022
Q1 		$10.1M Sell
86,420
-1,300
-1% -$177K 7% 3
2021
Q4 		$11.4M Buy
+87,720
New +$12.7M 9.81% 1

Other funds holding GOOG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Heirloom Wealth Management's GOOG Position: Q1 2026 in Review

Heirloom Wealth Management increased its Alphabet (Google) Class C (GOOG) stake by 1.8% in Q1 2026, buying an estimated $565K and bringing the position to 99,866 shares worth $28.6M. The position accounts for 5.16% of the portfolio, ranked #3.

Heirloom Wealth Management first reported a position in GOOG in Q4 2021 and has held it in 17 quarters since. The position peaked at $31.2M in Q3 2025. 5,120 funds tracked by Wall St. Rank hold GOOG as of Q1 2026.

  • Heirloom Wealth Management held 99,866 shares of Alphabet (Google) Class C worth $28.6M as of Q1 2026.
  • Heirloom Wealth Management bought 1,797 Alphabet (Google) Class C shares in Q1 2026, an estimated $565K.
  • Alphabet (Google) Class C made up 5.16% of Heirloom Wealth Management's portfolio in Q1 2026, its #3 holding.
  • Heirloom Wealth Management first reported a position in Alphabet (Google) Class C in Q4 2021 and has held it in 17 quarters since.
  • Heirloom Wealth Management's Alphabet (Google) Class C position peaked at $31.2M in Q3 2025.
  • 5,120 funds tracked by Wall St. Rank held Alphabet (Google) Class C as of Q1 2026.

Based on Heirloom Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.