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Heirloom Wealth Management’s Alphabet (Google) Class A GOOGL Stock Holding History

Heirloom Wealth Management’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 		$718K Sell
2,498
-173
-6% -$54.4K 0.13% 56
2025
Q4 		$836K Sell
2,671
-308
-10% -$88K 0.19% 28
2025
Q3 		$724K Sell
2,979
-79
-3% -$16.5K 0.18% 27
2025
Q2 		$539K Sell
3,058
-94
-3% -$15.4K 0.14% 30
2025
Q1 		$487K Sell
3,152
-45
-1% -$8.16K 0.14% 30
2024
Q4 		$605K Buy
+3,197
New +$559K 0.18% 30

Other funds holding GOOGL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Heirloom Wealth Management reduced its Alphabet (Google) Class A (GOOGL) stake by 6.5% in Q1 2026, selling an estimated $54.4K and leaving 2,498 shares worth $718K. The position accounts for 0.13% of the portfolio, ranked #56.

Heirloom Wealth Management first reported a position in GOOGL in Q4 2024 and has held it in 6 quarters since. The position peaked at $836K in Q4 2025. 5,617 funds tracked by Wall St. Rank hold GOOGL as of Q1 2026.

  • Heirloom Wealth Management held 2,498 shares of Alphabet (Google) Class A worth $718K as of Q1 2026.
  • Heirloom Wealth Management sold 173 Alphabet (Google) Class A shares in Q1 2026, an estimated $54.4K.
  • Alphabet (Google) Class A made up 0.13% of Heirloom Wealth Management's portfolio in Q1 2026, its #56 holding.
  • Heirloom Wealth Management first reported a position in Alphabet (Google) Class A in Q4 2024 and has held it in 6 quarters since.
  • Heirloom Wealth Management's Alphabet (Google) Class A position peaked at $836K in Q4 2025.
  • 5,617 funds tracked by Wall St. Rank held Alphabet (Google) Class A as of Q1 2026.

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