PCM
GOOGL icon

Patient Capital Management’s Alphabet (Google) Class A GOOGL Stock Holding History

Patient Capital Management’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
2026
Q1 		$154M Sell
533,993
-47,644
-8% -$15M 5.61% 3
2025
Q4 		$182M Sell
581,637
-31,696
-5% -$9.06M 7.03% 1
2025
Q3 		$149M Buy
613,333
+280
+0% +$58.6K 5.97% 1
2025
Q2 		$108M Buy
613,053
+7,361
+1% +$1.2M 4.88% 4
2025
Q1 		$93.7M Buy
605,692
+10,202
+2% +$1.85M 4.82% 4
2024
Q4 		$113M Sell
595,490
-246
-0% -$43K 5.2% 3
2024
Q3 		$98.8M Sell
595,736
-5,542
-0.9% -$930K 4.85% 3
2024
Q2 		$110M Sell
601,278
-259
-0% -$43.7K 5.82% 2
2024
Q1 		$90.8M Buy
601,537
+949
+0.2% +$136K 4.42% 6
2023
Q4 		$83.9M Sell
600,588
-31,102
-5% -$4.18M 4.44% 5
2023
Q3 		$82.7M Buy
631,690
+8,587
+1% +$1.11M 4.85% 4
2023
Q2 		$74.6M Buy
623,103
+551,903
+775% +$63.5M 4.15% 5
2023
Q1 		$7.39M Hold
71,200
– – 3.29% 10
2022
Q4 		$6.28M Hold
71,200
– – 3.05% 12
2022
Q3 		$6.81M Hold
71,200
– – 3.4% 10
2022
Q2 		$7.76M Buy
71,200
+2,400
+3% +$283K 3.44% 10
2022
Q1 		$9.57M Sell
68,800
-4,900
-7% -$666K 3.24% 9
2021
Q4 		$10.7M Buy
+73,700
New +$10.6M 3.08% 4

Other funds holding GOOGL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Patient Capital Management's GOOGL Position: Q1 2026 in Review

Patient Capital Management reduced its Alphabet (Google) Class A (GOOGL) stake by 8.2% in Q1 2026, selling an estimated $15M and leaving 533,993 shares worth $154M. The position accounts for 5.61% of the portfolio, ranked #3.

Patient Capital Management first reported a position in GOOGL in Q4 2021 and has held it in 18 quarters since. The position peaked at $182M in Q4 2025. 5,620 funds tracked by Wall St. Rank hold GOOGL as of Q1 2026.

  • Patient Capital Management held 533,993 shares of Alphabet (Google) Class A worth $154M as of Q1 2026.
  • Patient Capital Management sold 47,644 Alphabet (Google) Class A shares in Q1 2026, an estimated $15M.
  • Alphabet (Google) Class A made up 5.61% of Patient Capital Management's portfolio in Q1 2026, its #3 holding.
  • Patient Capital Management first reported a position in Alphabet (Google) Class A in Q4 2021 and has held it in 18 quarters since.
  • Patient Capital Management's Alphabet (Google) Class A position peaked at $182M in Q4 2025.
  • 5,620 funds tracked by Wall St. Rank held Alphabet (Google) Class A as of Q1 2026.

Based on Patient Capital Management's 13F filing for Q1 2026, filed 14 May 2026.