Lakehouse Capital’s Alphabet (Google) Class C GOOG Stock Holding History

Lakehouse Capital’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	$8.77M	Hold	24,814	–	–	9.69%	3
2026 Q1	$10.4M	Buy	24,814 +11,365	+85%	+$3.57M	7.01%	7
2025 Q4	$4.22M	Sell	13,449 -43,994	-77%	-$12.6M	3.04%	13
2025 Q3	$14M	Sell	57,443 -27,112	-32%	-$5.7M	8.55%	7
2025 Q2	$15M	Hold	84,555	–	–	9.15%	4
2025 Q1	$13.2M	Buy	84,555 +18,895	+29%	+$3.46M	8.78%	4
2024 Q4	$12.5M	Hold	65,660	–	–	8.43%	4
2024 Q3	$11M	Sell	65,660 -16,000	-20%	-$2.71M	7.72%	5
2024 Q2	$15M	Hold	81,660	–	–	10.49%	3
2024 Q1	$12.4M	Hold	81,660	–	–	9.67%	4
2023 Q4	$11.5M	Hold	81,660	–	–	9.2%	5
2023 Q3	$10.8M	Hold	81,660	–	–	9.71%	4
2023 Q2	$9.88M	Sell	81,660 -18,369	-18%	-$2.13M	8.5%	6
2023 Q1	$10.4M	Hold	100,029	–	–	9.2%	4
2022 Q4	$8.88M	Buy	100,029 +8,494	+9%	+$811K	8.8%	6
2022 Q3	$8.8M	Sell	91,535 -1,897,665	-95%	-$212M	9.64%	5
2022 Q2	$10.9M	Buy	1,989,200 +1,876,780	+1,669%	+$222M	10.61%	3
2022 Q1	$15.7M	Sell	112,420 -14,000	-11%	-$1.9M	10.19%	4
2021 Q4	$18.3M	Hold	126,420	–	–	10.28%	5
2021 Q3	$16.8M	Hold	126,420	–	–	9.52%	5
2021 Q2	$15.8M	Buy	+126,420	New	+$15.1M	9.24%	5
2020 Q4	$9.36M	Buy	+106,800	New	+$9.01M	7.03%	7
2020 Q1	$11M	Buy	+106,800	New	+$7.25M	7.69%	9

Other funds holding GOOG

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Lakehouse Capital's GOOG Position: Q2 2026 in Review

Lakehouse Capital held its Alphabet (Google) Class C (GOOG) position steady in Q2 2026 at 24,814 shares worth $8.77M. The position accounts for 9.69% of the portfolio, ranked #3.

Lakehouse Capital first reported a position in GOOG in Q1 2020 and has held it in 23 quarters since. The position peaked at $18.3M in Q4 2021. 2,552 funds tracked by Wall St. Rank hold GOOG as of Q2 2026.

Lakehouse Capital held 24,814 shares of Alphabet (Google) Class C worth $8.77M as of Q2 2026.
Lakehouse Capital left its Alphabet (Google) Class C share count unchanged in Q2 2026.
Alphabet (Google) Class C made up 9.69% of Lakehouse Capital's portfolio in Q2 2026, its #3 holding.
Lakehouse Capital first reported a position in Alphabet (Google) Class C in Q1 2020 and has held it in 23 quarters since.
Lakehouse Capital's Alphabet (Google) Class C position peaked at $18.3M in Q4 2021.
2,552 funds tracked by Wall St. Rank held Alphabet (Google) Class C as of Q2 2026.

Based on Lakehouse Capital's 13F filing for Q2 2026, filed 22 Jul 2026.