Lakewood Capital Management’s Alphabet (Google) Class A GOOGL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $16.6M | Buy |
57,580
+7,800
| +16% | +$2.45M | 1.05% | 34 |
|
|
2025
Q4 | $15.6M | Sell |
49,780
-29,500
| -37% | -$8.43M | 1.03% | 37 |
|
|
2025
Q3 | $19.3M | Sell |
79,280
-143,900
| -64% | -$30.1M | 1.45% | 25 |
|
|
2025
Q2 | $39.3M | Buy |
223,180
+6,500
| +3% | +$1.06M | 2.94% | 13 |
|
|
2025
Q1 | $33.5M | Hold |
216,680
| – | – | 2.92% | 13 |
|
|
2024
Q4 | $41M | Sell |
216,680
-30,000
| -12% | -$5.25M | 3.68% | 12 |
|
|
2024
Q3 | $40.9M | Sell |
246,680
-26,000
| -10% | -$4.36M | 3.22% | 13 |
|
|
2024
Q2 | $49.7M | Sell |
272,680
-136,000
| -33% | -$22.9M | 4.06% | 9 |
|
|
2024
Q1 | $61.7M | Buy |
408,680
+12,000
| +3% | +$1.72M | 5.03% | 4 |
|
|
2023
Q4 | $55.4M | Sell |
396,680
-54,000
| -12% | -$7.26M | 4.64% | 6 |
|
|
2023
Q3 | $59M | Sell |
450,680
-93,000
| -17% | -$12M | 5.37% | 7 |
|
|
2023
Q2 | $65.1M | Sell |
543,680
-225,600
| -29% | -$26M | 5.63% | 6 |
|
|
2023
Q1 | $79.8M | Buy |
769,280
+65,000
| +9% | +$6.24M | 6.52% | 4 |
|
|
2022
Q4 | $62.1M | Buy |
704,280
+7,300
| +1% | +$694K | 5.53% | 5 |
|
|
2022
Q3 | $66.7M | Sell |
696,980
-128,000
| -16% | -$14.2M | 5.61% | 6 |
|
|
2022
Q2 | $89.9M | Sell |
824,980
-126,000
| -13% | -$14.8M | 5.57% | 4 |
|
|
2022
Q1 | $132M | Sell |
950,980
-70,700
| -7% | -$9.6M | 6.67% | 1 |
|
|
2021
Q4 | $148M | Sell |
1,021,680
-7,000
| -0.7% | -$1.01M | 6.28% | 3 |
|
|
2021
Q3 | $138M | Sell |
1,028,680
-98,000
| -9% | -$13.3M | 6.05% | 4 |
|
|
2021
Q2 | $138M | Sell |
1,126,680
-100,000
| -8% | -$11.7M | 5.68% | 3 |
|
|
2021
Q1 | $127M | Buy |
1,226,680
+95,000
| +8% | +$9.38M | 5.37% | 4 |
|
|
2020
Q4 | $99.2M | Buy |
1,131,680
+10,000
| +0.9% | +$841K | 4.64% | 6 |
|
|
2020
Q3 | $82.2M | Sell |
1,121,680
-280,000
| -20% | -$21.3M | 3.97% | 6 |
|
|
2020
Q2 | $99.4M | Sell |
1,401,680
-1,460,000
| -51% | -$98.4M | 4.27% | 5 |
|
|
2020
Q1 | $166M | Sell |
2,861,680
-29,900
| -1% | -$2.03M | 7.6% | 2 |
|
|
2019
Q4 | $194M | Sell |
2,891,580
-1,480,000
| -34% | -$95.5M | 6.85% | 3 |
|
|
2019
Q3 | $267M | Sell |
4,371,580
-780,000
| -15% | -$46.2M | 9.11% | 1 |
|
|
2019
Q2 | $279M | Buy |
5,151,580
+642,740
| +14% | +$37.2M | 8.5% | 2 |
|
|
2019
Q1 | $265M | Sell |
4,508,840
-254,280
| -5% | -$14.4M | 7.44% | 3 |
|
|
2018
Q4 | $249M | Buy |
4,763,120
+340,000
| +8% | +$18.4M | 8.2% | 2 |
|
|
2018
Q3 | $267M | Sell |
4,423,120
-777,560
| -15% | -$47.1M | 8.82% | 3 |
|
|
2018
Q2 | $294M | Sell |
5,200,680
-220,000
| -4% | -$12M | 9.7% | 2 |
|
|
2018
Q1 | $281M | Buy |
5,420,680
+1,740,000
| +47% | +$96.5M | 9.13% | 2 |
|
|
2017
Q4 | $194M | Buy |
3,680,680
+110,000
| +3% | +$5.68M | 6.74% | 4 |
|
|
2017
Q3 | $174M | Buy |
3,570,680
+254,220
| +8% | +$12.1M | 6.28% | 6 |
|
|
2017
Q2 | $154M | Buy |
3,316,460
+40,000
| +1% | +$1.87M | 6.08% | 7 |
|
|
2017
Q1 | $139M | Buy |
3,276,460
+690,000
| +27% | +$29M | 5.77% | 8 |
|
|
2016
Q4 | $102M | Buy |
2,586,460
+1,340,000
| +108% | +$53.6M | 4.64% | 7 |
|
|
2016
Q3 | $50.1M | Buy |
+1,246,460
| New | +$48.7M | 1.13% | 19 |
|
Other funds holding GOOGL
VCM
VPM
Lakewood Capital Management's GOOGL Position: Q1 2026 in Review
Lakewood Capital Management increased its Alphabet (Google) Class A (GOOGL) stake by 16% in Q1 2026, buying an estimated $2.45M and bringing the position to 57,580 shares worth $16.6M. The position accounts for 1.05% of the portfolio, ranked #34.
Lakewood Capital Management first reported a position in GOOGL in Q3 2016 and has held it in 39 quarters since. The position peaked at $294M in Q2 2018. 5,616 funds tracked by Wall St. Rank hold GOOGL as of Q1 2026.
- Lakewood Capital Management held 57,580 shares of Alphabet (Google) Class A worth $16.6M as of Q1 2026.
- Lakewood Capital Management bought 7,800 Alphabet (Google) Class A shares in Q1 2026, an estimated $2.45M.
- Alphabet (Google) Class A made up 1.05% of Lakewood Capital Management's portfolio in Q1 2026, its #34 holding.
- Lakewood Capital Management first reported a position in Alphabet (Google) Class A in Q3 2016 and has held it in 39 quarters since.
- Lakewood Capital Management's Alphabet (Google) Class A position peaked at $294M in Q2 2018.
- 5,616 funds tracked by Wall St. Rank held Alphabet (Google) Class A as of Q1 2026.
Based on Lakewood Capital Management's 13F filing for Q1 2026, filed 15 May 2026.