Ivy Lane Capital Management’s Alphabet (Google) Class C GOOG Stock Holding History

Ivy Lane Capital 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 Q2	$30M	Sell	85,000 -7,000	-8%	-$2.5M	43.5%	1
2026 Q1	$26.4M	Hold	92,000	–	–	39.9%	1
2025 Q4	$28.9M	Sell	92,000 -8,000	-8%	-$2.29M	36.5%	1
2025 Q3	$24.4M	Sell	100,000 -94,000	-48%	-$19.8M	27.24%	1
2025 Q2	$34.4M	Hold	194,000	–	–	18.96%	2
2025 Q1	$30.3M	Hold	194,000	–	–	18.26%	2
2024 Q4	$36.9M	Hold	194,000	–	–	19.94%	1
2024 Q3	$32.4M	Hold	194,000	–	–	18.32%	2
2024 Q2	$35.6M	Hold	194,000	–	–	20.67%	2
2024 Q1	$29.5M	Hold	194,000	–	–	18.07%	2
2023 Q4	$27.3M	Hold	194,000	–	–	17.39%	2
2023 Q3	$25.6M	Hold	194,000	–	–	19.14%	2
2023 Q2	$23.5M	Hold	194,000	–	–	17.31%	2
2023 Q1	$20.2M	Hold	194,000	–	–	17.03%	2
2022 Q4	$17.2M	Hold	194,000	–	–	15.52%	3
2022 Q3	$18.7M	Hold	194,000	–	–	18.2%	2
2022 Q2	$21.2M	Hold	194,000	–	–	20.1%	2
2022 Q1	$27.1M	Hold	194,000	–	–	21.02%	1
2021 Q4	$28.1M	Hold	194,000	–	–	19.75%	2
2021 Q3	$25.9M	Hold	194,000	–	–	18.05%	1
2021 Q2	$24.3M	Hold	194,000	–	–	17.19%	1
2021 Q1	$20.1M	Hold	194,000	–	–	17.27%	2
2020 Q4	$17M	Buy	+194,000	New	+$16.4M	16.26%	3

Other funds holding GOOG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Ivy Lane Capital Management's GOOG Position: Q2 2026 in Review

Ivy Lane Capital Management reduced its Alphabet (Google) Class C (GOOG) stake by 7.6% in Q2 2026, selling an estimated $2.5M and leaving 85,000 shares worth $30M. The position accounts for 43.5% of the portfolio, ranked #1.

Ivy Lane Capital Management first reported a position in GOOG in Q4 2020 and has held it in 23 quarters since. The position peaked at $36.9M in Q4 2024. 5,221 funds tracked by Wall St. Rank hold GOOG as of Q2 2026.

Ivy Lane Capital Management held 85,000 shares of Alphabet (Google) Class C worth $30M as of Q2 2026.
Ivy Lane Capital Management sold 7,000 Alphabet (Google) Class C shares in Q2 2026, an estimated $2.5M.
Alphabet (Google) Class C made up 43.5% of Ivy Lane Capital Management's portfolio in Q2 2026, its #1 holding.
Ivy Lane Capital Management first reported a position in Alphabet (Google) Class C in Q4 2020 and has held it in 23 quarters since.
Ivy Lane Capital Management's Alphabet (Google) Class C position peaked at $36.9M in Q4 2024.
5,221 funds tracked by Wall St. Rank held Alphabet (Google) Class C as of Q2 2026.

Based on Ivy Lane Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.