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

Iams 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 		$1.06M Sell
3,689
-6,523
-64% -$2.05M 0.37% 79
2025
Q4 		$3.2M Sell
10,212
-3,353
-25% -$958K 1.15% 18
2025
Q3 		$3.3M Buy
13,565
+9,879
+268% +$2.07M 1.32% 12
2025
Q2 		$650K Sell
3,686
-3,751
-50% -$614K 0.3% 90
2025
Q1 		$1.15M Buy
7,437
+447
+6% +$81.1K 0.53% 66
2024
Q4 		$1.32M Buy
6,990
+488
+8% +$85.4K 0.61% 51
2024
Q3 		$1.08M Buy
6,502
+791
+14% +$133K 0.53% 64
2024
Q2 		$1.04M Buy
+5,711
New +$963K 0.57% 57
2023
Q4 		– Sell
-2,093
Closed -$274K – 115
2023
Q3 		$274K Buy
+2,093
New +$271K 0.19% 100

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