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Schwallier Wealth Management’s Alphabet (Google) Class C GOOG Stock Holding History

Schwallier Wealth Management’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 		– Sell
-723
Closed -$245K – 61
2025
Q4 		$245K Buy
+723
New +$207K 0.16% 51

Other funds holding GOOG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Schwallier Wealth Management's GOOG Position: Q1 2026 in Review

Schwallier Wealth Management sold out of Alphabet (Google) Class C (GOOG) in Q1 2026, closing a stake of 723 shares — an estimated $245K sold.

Schwallier Wealth Management first reported a position in GOOG in Q4 2025 and held it in 1 quarter. The position peaked at $245K in Q4 2025. 5,120 funds tracked by Wall St. Rank hold GOOG as of Q1 2026.

  • Schwallier Wealth Management reported no remaining Alphabet (Google) Class C position as of Q1 2026 after selling out during the quarter.
  • Schwallier Wealth Management sold 723 Alphabet (Google) Class C shares in Q1 2026, an estimated $245K.
  • Schwallier Wealth Management first reported a position in Alphabet (Google) Class C in Q4 2025 and held it in 1 quarter.
  • Schwallier Wealth Management's Alphabet (Google) Class C position peaked at $245K in Q4 2025.
  • 5,120 funds tracked by Wall St. Rank held Alphabet (Google) Class C as of Q1 2026.

Based on Schwallier Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.