PWC
GOOGL icon

PYA Waltman Capital’s Alphabet (Google) Class A GOOGL Stock Holding History

PYA Waltman Capital’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 		$21.5M Sell
74,670
-401
-0.5% -$126K 5.95% 5
2025
Q4 		$23.5M Sell
75,071
-3,727
-5% -$1.06M 6.31% 5
2025
Q3 		$19.2M Buy
78,798
+3,237
+4% +$678K 5.13% 5
2025
Q2 		$13.3M Buy
75,561
+6,413
+9% +$1.05M 3.83% 10
2025
Q1 		$10.7M Sell
69,148
-283
-0.4% -$51.3K 3.36% 11
2024
Q4 		$13.1M Buy
69,431
+325
+0.5% +$56.9K 4.23% 8
2024
Q3 		$11.5M Buy
69,106
+1,298
+2% +$218K 3.75% 11
2024
Q2 		$12.4M Sell
67,808
-2,033
-3% -$343K 4.54% 8
2024
Q1 		$10.5M Buy
69,841
+400
+0.6% +$57.2K 3.91% 8
2023
Q4 		$9.7M Sell
69,441
-619
-0.9% -$83.2K 4.04% 9
2023
Q3 		$9.17M Buy
70,060
+891
+1% +$115K 3.88% 9
2023
Q2 		$9.08M Buy
69,169
+5,375
+8% +$619K 3.91% 8
2023
Q1 		$6.62M Buy
63,794
+2,211
+4% +$212K 3.29% 10
2022
Q4 		$5.43M Buy
61,583
+13,006
+27% +$1.24M 2.85% 11
2022
Q3 		$4.65M Buy
48,577
+39,177
+417% +$4.34M 2.73% 12
2022
Q2 		$1.02M Buy
9,400
+8,400
+840% +$989K 0.57% 24
2022
Q1 		$139K Hold
1,000
– – 0.07% 57
2021
Q4 		$145K Buy
+1,000
New +$144K 0.07% 55

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

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

PYA Waltman Capital reduced its Alphabet (Google) Class A (GOOGL) stake by 0.53% in Q1 2026, selling an estimated $126K and leaving 74,670 shares worth $21.5M. The position accounts for 5.95% of the portfolio, ranked #5.

PYA Waltman Capital first reported a position in GOOGL in Q4 2021 and has held it in 18 quarters since. The position peaked at $23.5M in Q4 2025. 5,615 funds tracked by Wall St. Rank hold GOOGL as of Q1 2026.

  • PYA Waltman Capital held 74,670 shares of Alphabet (Google) Class A worth $21.5M as of Q1 2026.
  • PYA Waltman Capital sold 401 Alphabet (Google) Class A shares in Q1 2026, an estimated $126K.
  • Alphabet (Google) Class A made up 5.95% of PYA Waltman Capital's portfolio in Q1 2026, its #5 holding.
  • PYA Waltman Capital first reported a position in Alphabet (Google) Class A in Q4 2021 and has held it in 18 quarters since.
  • PYA Waltman Capital's Alphabet (Google) Class A position peaked at $23.5M in Q4 2025.
  • 5,615 funds tracked by Wall St. Rank held Alphabet (Google) Class A as of Q1 2026.

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