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

Lionstone 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
Q1 		$67M Hold
233,545
– – 16.22% 2
2025
Q4 		$73.3M Sell
233,545
-27,575
-11% -$7.9M 16.94% 2
2025
Q3 		$63.6M Hold
261,120
– – 14.86% 3
2025
Q2 		$46.3M Sell
261,120
-81,410
-24% -$13.5M 11.12% 3
2025
Q1 		$53.5M Hold
342,530
– – 14.8% 3
2024
Q4 		$65.2M Hold
342,530
– – 16.7% 3
2024
Q3 		$57.3M Hold
342,530
– – 15.43% 3
2024
Q2 		$62.8M Hold
342,530
– – 16.05% 3
2024
Q1 		$52.2M Hold
342,530
– – 13.22% 3
2023
Q4 		$48.3M Hold
342,530
– – 13.3% 3
2023
Q3 		$45.2M Hold
342,530
– – 14.09% 2
2023
Q2 		$41.4M Hold
342,530
– – 12.25% 4
2023
Q1 		$35.6M Hold
342,530
– – 12.13% 3
2022
Q4 		$30.4M Buy
342,530
+26,650
+8% +$2.54M 10.86% 3
2022
Q3 		$30.4M Hold
315,880
– – 12.65% 1
2022
Q2 		$34.5M Buy
315,880
+36,600
+13% +$4.32M 12.34% 1
2022
Q1 		$39M Buy
279,280
+14,360
+5% +$1.95M 11.57% 2
2021
Q4 		$38.3M Hold
264,920
– – 9.32% 3
2021
Q3 		$35.3M Hold
264,920
– – 9.24% 2
2021
Q2 		$33.2M Hold
264,920
– – 8.09% 2
2021
Q1 		$27.4M Buy
264,920
+19,300
+8% +$1.91M 6.99% 4
2020
Q4 		$21.5M Hold
245,620
– – 6.36% 4
2020
Q3 		$18M Buy
245,620
+18,660
+8% +$1.42M 6.62% 4
2020
Q2 		$16M Buy
226,960
+8,320
+4% +$561K 6.8% 4
2020
Q1 		$12.7M Buy
+218,640
New +$14.8M 8.19% 3
2013
Q4 		– Sell
-442,854
Closed -$9.66M – 17
2013
Q3 		$9.66M Hold
442,854
– – 5.63% 8
2013
Q2 		$9.71M Buy
+442,854
New +$9.37M 5.99% 11

Other funds holding GOOG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Lionstone Capital Management's GOOG Position: Q1 2026 in Review

Lionstone Capital Management held its Alphabet (Google) Class C (GOOG) position steady in Q1 2026 at 233,545 shares worth $67M. The position accounts for 16.22% of the portfolio, ranked #2.

Lionstone Capital Management first reported a position in GOOG in Q2 2013 and has held it in 27 quarters since. The position peaked at $73.3M in Q4 2025. 5,123 funds tracked by Wall St. Rank hold GOOG as of Q1 2026.

  • Lionstone Capital Management held 233,545 shares of Alphabet (Google) Class C worth $67M as of Q1 2026.
  • Lionstone Capital Management left its Alphabet (Google) Class C share count unchanged in Q1 2026.
  • Alphabet (Google) Class C made up 16.22% of Lionstone Capital Management's portfolio in Q1 2026, its #2 holding.
  • Lionstone Capital Management first reported a position in Alphabet (Google) Class C in Q2 2013 and has held it in 27 quarters since.
  • Lionstone Capital Management's Alphabet (Google) Class C position peaked at $73.3M in Q4 2025.
  • 5,123 funds tracked by Wall St. Rank held Alphabet (Google) Class C as of Q1 2026.

Based on Lionstone Capital Management's 13F filing for Q1 2026, filed 15 May 2026.