LWM Advisory Services’s Alphabet (Google) Class C GOOG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.58M Sell
4,462
-3,207
-42% -$1.15M 2.81% 6
2026
Q1
$2.21M Sell
7,669
-270
-3% -$84.8K 2.36% 13
2025
Q4
$2.49M Sell
7,939
-104
-1% -$29.8K 1.46% 19
2025
Q3
$1.96M Sell
8,043
-89
-1% -$18.7K 1.14% 19
2025
Q2
$1.44M Sell
8,132
-433
-5% -$71.6K 0.99% 21
2025
Q1
$1.34M Hold
8,565
0.93% 24
2024
Q4
$1.63M Sell
8,565
-88
-1% -$15.5K 1.13% 19
2024
Q3
$1.45M Buy
8,653
+345
+4% +$58.4K 1.07% 20
2024
Q2
$1.52M Sell
8,308
-987
-11% -$168K 1.28% 21
2024
Q1
$1.42M Buy
9,295
+766
+9% +$111K 1.13% 21
2023
Q4
$1.2M Buy
8,529
+244
+3% +$33.1K 1.06% 21
2023
Q3
$1.1M Sell
8,285
-84
-1% -$10.9K 1.17% 19
2023
Q2
$1.01M Sell
8,369
-23
-0.3% -$2.66K 1.07% 18
2023
Q1
$874K Buy
8,392
+122
+1% +$11.8K 0.93% 20
2022
Q4
$743K Sell
8,270
-3,878
-32% -$370K 0.82% 25
2022
Q3
$1.17M Buy
12,148
+348
+3% +$38.9K 1.32% 15
2022
Q2
$1.29M Sell
11,800
-340
-3% -$40.2K 1.55% 12
2022
Q1
$1.7M Sell
12,140
-2,620
-18% -$356K 2.11% 6
2021
Q4
$2.13M Buy
+14,760
New +$2.13M 2.65% 5

Other funds holding GOOG

LWM Advisory Services's GOOG Position: Q2 2026 in Review

LWM Advisory Services reduced its Alphabet (Google) Class C (GOOG) stake by 42% in Q2 2026, selling an estimated $1.15M and leaving 4,462 shares worth $1.58M. The position accounts for 2.81% of the portfolio, ranked #6.

LWM Advisory Services first reported a position in GOOG in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.49M in Q4 2025. 2,651 funds tracked by Wall St. Rank hold GOOG as of Q2 2026.

  • LWM Advisory Services held 4,462 shares of Alphabet (Google) Class C worth $1.58M as of Q2 2026.
  • LWM Advisory Services sold 3,207 Alphabet (Google) Class C shares in Q2 2026, an estimated $1.15M.
  • Alphabet (Google) Class C made up 2.81% of LWM Advisory Services's portfolio in Q2 2026, its #6 holding.
  • LWM Advisory Services first reported a position in Alphabet (Google) Class C in Q4 2021 and has held it in 19 quarters since.
  • LWM Advisory Services's Alphabet (Google) Class C position peaked at $2.49M in Q4 2025.
  • 2,651 funds tracked by Wall St. Rank held Alphabet (Google) Class C as of Q2 2026.

Based on LWM Advisory Services's 13F filing for Q2 2026, filed 3 Aug 2026.