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Lutz Financial Services’s Alphabet (Google) Class C GOOG Stock Holding History

Lutz Financial Services’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 		$505K Sell
1,759
-72
-4% -$22.6K 0.03% 77
2025
Q4 		$575K Sell
1,831
-406
-18% -$116K 0.04% 74
2025
Q3 		$545K Buy
2,237
+75
+3% +$15.8K 0.04% 72
2025
Q2 		$384K Buy
2,162
+31
+1% +$5.12K 0.03% 77
2025
Q1 		$333K Buy
2,131
+134
+7% +$24.5K 0.03% 79
2024
Q4 		$380K Buy
1,997
+119
+6% +$21K 0.03% 74
2024
Q3 		$314K Buy
1,878
+167
+10% +$28.3K 0.03% 79
2024
Q2 		$314K Buy
1,711
+180
+12% +$30.6K 0.03% 78
2024
Q1 		$233K Sell
1,531
-31
-2% -$4.47K 0.02% 83
2023
Q4 		$220K Sell
1,562
-65
-4% -$8.82K 0.02% 84
2023
Q3 		$215K Sell
1,627
-565
-26% -$73.5K 0.02% 78
2023
Q2 		$265K Sell
2,192
-212
-9% -$24.5K 0.03% 72
2023
Q1 		$250K Buy
+2,404
New +$232K 0.03% 73
2022
Q4 		– Sell
-2,230
Closed -$214K – 76
2022
Q3 		$214K Buy
+2,230
New +$249K 0.03% 69

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

Lutz Financial Services's GOOG Position: Q1 2026 in Review

Lutz Financial Services reduced its Alphabet (Google) Class C (GOOG) stake by 3.9% in Q1 2026, selling an estimated $22.6K and leaving 1,759 shares worth $505K. The position accounts for 0.03% of the portfolio, ranked #77.

Lutz Financial Services first reported a position in GOOG in Q3 2022 and has held it in 14 quarters since. The position peaked at $575K in Q4 2025. 5,120 funds tracked by Wall St. Rank hold GOOG as of Q1 2026.

  • Lutz Financial Services held 1,759 shares of Alphabet (Google) Class C worth $505K as of Q1 2026.
  • Lutz Financial Services sold 72 Alphabet (Google) Class C shares in Q1 2026, an estimated $22.6K.
  • Alphabet (Google) Class C made up 0.03% of Lutz Financial Services's portfolio in Q1 2026, its #77 holding.
  • Lutz Financial Services first reported a position in Alphabet (Google) Class C in Q3 2022 and has held it in 14 quarters since.
  • Lutz Financial Services's Alphabet (Google) Class C position peaked at $575K in Q4 2025.
  • 5,120 funds tracked by Wall St. Rank held Alphabet (Google) Class C as of Q1 2026.

Based on Lutz Financial Services's 13F filing for Q1 2026, filed 4 May 2026.