PYA Waltman Capital’s Alphabet (Google) Class C GOOG Stock Holding History

PYA Waltman Capital’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	$501K	Hold	1,748	–	–	0.14%	57
2025 Q4	$549K	Hold	1,748	–	–	0.15%	57
2025 Q3	$426K	Sell	1,748 -103	-6%	-$21.6K	0.11%	60
2025 Q2	$328K	Sell	1,851 -20	-1%	-$3.31K	0.09%	64
2025 Q1	$292K	Sell	1,871 -40	-2%	-$7.33K	0.09%	62
2024 Q4	$364K	Hold	1,911	–	–	0.12%	62
2024 Q3	$320K	Buy	1,911 +669	+54%	+$113K	0.1%	62
2024 Q2	$228K	Buy	+1,242	New	+$211K	0.08%	62
2022 Q4	–	Sell	-1,460	Closed	-$140K	–	108
2022 Q3	$140K	Buy	1,460 +60	+4%	+$6.7K	0.08%	62
2022 Q2	$153K	Buy	1,400 +200	+17%	+$23.6K	0.09%	52
2022 Q1	$168K	Hold	1,200	–	–	0.08%	51
2021 Q4	$174K	Buy	+1,200	New	+$173K	0.09%	47

Other funds holding GOOG

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

PYA Waltman Capital's GOOG Position: Q1 2026 in Review

PYA Waltman Capital held its Alphabet (Google) Class C (GOOG) position steady in Q1 2026 at 1,748 shares worth $501K. The position accounts for 0.14% of the portfolio, ranked #57.

PYA Waltman Capital first reported a position in GOOG in Q4 2021 and has held it in 12 quarters since. The position peaked at $549K in Q4 2025. 5,119 funds tracked by Wall St. Rank hold GOOG as of Q1 2026.

PYA Waltman Capital held 1,748 shares of Alphabet (Google) Class C worth $501K as of Q1 2026.
PYA Waltman Capital left its Alphabet (Google) Class C share count unchanged in Q1 2026.
Alphabet (Google) Class C made up 0.14% of PYA Waltman Capital's portfolio in Q1 2026, its #57 holding.
PYA Waltman Capital first reported a position in Alphabet (Google) Class C in Q4 2021 and has held it in 12 quarters since.
PYA Waltman Capital's Alphabet (Google) Class C position peaked at $549K in Q4 2025.
5,119 funds tracked by Wall St. Rank held Alphabet (Google) Class C as of Q1 2026.

Based on PYA Waltman Capital's 13F filing for Q1 2026, filed 13 May 2026.