LWM Advisory Services’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
$956K Sell
3,216
-1,248
-28% -$392K 1.02% 19
2025
Q4
$1.4M Buy
4,464
+38
+0.9% +$10.9K 0.82% 27
2025
Q3
$1.09M Buy
4,426
+141
+3% +$29.5K 0.63% 33
2025
Q2
$755K Sell
4,285
-302
-7% -$49.4K 0.52% 35
2025
Q1
$714K Buy
4,587
+71
+2% +$12.9K 0.5% 35
2024
Q4
$855K Sell
4,516
-266
-6% -$46.5K 0.59% 32
2024
Q3
$793K Buy
4,782
+2,781
+139% +$466K 0.59% 33
2024
Q2
$364K Sell
2,001
-2,070
-51% -$349K 0.31% 58
2024
Q1
$614K Buy
4,071
+63
+2% +$9.01K 0.49% 35
2023
Q4
$560K Buy
4,008
+197
+5% +$26.5K 0.49% 36
2023
Q3
$505K Sell
3,811
-37
-1% -$4.79K 0.54% 32
2023
Q2
$460K Hold
3,848
0.49% 37
2023
Q1
$401K Hold
3,848
0.43% 46
2022
Q4
$358K Sell
3,848
-7,235
-65% -$688K 0.4% 51
2022
Q3
$1.06M Buy
11,083
+683
+7% +$75.7K 1.2% 17
2022
Q2
$1.14M Buy
10,400
+20
+0.2% +$2.35K 1.37% 14
2022
Q1
$1.45M Buy
10,380
+1,720
+20% +$234K 1.8% 9
2021
Q4
$1.25M Buy
+8,660
New +$1.25M 1.56% 12

Other funds holding GOOGL

LWM Advisory Services's GOOGL Position: Q1 2026 in Review

LWM Advisory Services reduced its Alphabet (Google) Class A (GOOGL) stake by 28% in Q1 2026, selling an estimated $392K and leaving 3,216 shares worth $956K. The position accounts for 1.02% of the portfolio, ranked #19.

LWM Advisory Services first reported a position in GOOGL in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.45M in Q1 2022. 5,615 funds tracked by Wall St. Rank hold GOOGL as of Q1 2026.

  • LWM Advisory Services held 3,216 shares of Alphabet (Google) Class A worth $956K as of Q1 2026.
  • LWM Advisory Services sold 1,248 Alphabet (Google) Class A shares in Q1 2026, an estimated $392K.
  • Alphabet (Google) Class A made up 1.02% of LWM Advisory Services's portfolio in Q1 2026, its #19 holding.
  • LWM Advisory Services first reported a position in Alphabet (Google) Class A in Q4 2021 and has held it in 18 quarters since.
  • LWM Advisory Services's Alphabet (Google) Class A position peaked at $1.45M in Q1 2022.
  • 5,615 funds tracked by Wall St. Rank held Alphabet (Google) Class A as of Q1 2026.

Based on LWM Advisory Services's 13F filing for Q1 2026, filed 29 Apr 2026.