Lodge Hill Capital’s Alphabet (Google) Class A GOOGL Stock Holding History

Lodge Hill Capital’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
2025 Q2	–	Sell	-113,580	Closed	-$17.6M	–	21
2025 Q1	$17.6M	Buy	+113,580	New	+$20.6M	4.15%	11
2020 Q1	–	Sell	-140,000	Closed	-$9.38M	–	33
2019 Q4	$9.38M	Buy	140,000 +20,000	+17%	+$1.29M	2.51%	17
2019 Q3	$7.33M	Hold	120,000	–	–	2.11%	16
2019 Q2	$6.5M	Sell	120,000 -10,000	-8%	-$579K	1.55%	27
2019 Q1	$7.65M	Buy	+130,000	New	+$7.34M	2.09%	20
2017 Q2	–	Sell	-708,000	Closed	-$30M	–	39
2017 Q1	$30M	Buy	+708,000	New	+$29.8M	2.14%	16
2016 Q2	–	Sell	-840,000	Closed	-$32M	–	38
2016 Q1	$32M	Buy	840,000 +140,000	+20%	+$5.15M	4.55%	10
2015 Q4	$27.2M	Buy	+700,000	New	+$25.9M	5.77%	7

Other funds holding GOOGL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lodge Hill Capital's GOOGL Position: Q2 2025 in Review

Lodge Hill Capital sold out of Alphabet (Google) Class A (GOOGL) in Q2 2025, closing a stake of 113,580 shares — an estimated $17.6M sold.

Lodge Hill Capital first reported a position in GOOGL in Q4 2015 and held it in 8 quarters. The position peaked at $32M in Q1 2016. 4,966 funds tracked by Wall St. Rank hold GOOGL as of Q2 2025.

Lodge Hill Capital reported no remaining Alphabet (Google) Class A position as of Q2 2025 after selling out during the quarter.
Lodge Hill Capital sold 113,580 Alphabet (Google) Class A shares in Q2 2025, an estimated $17.6M.
Lodge Hill Capital first reported a position in Alphabet (Google) Class A in Q4 2015 and held it in 8 quarters.
Lodge Hill Capital's Alphabet (Google) Class A position peaked at $32M in Q1 2016.
4,966 funds tracked by Wall St. Rank held Alphabet (Google) Class A as of Q2 2025.

Based on Lodge Hill Capital's 13F filing for Q2 2025, filed 13 Aug 2025.