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Silphium Asset Management’s Alphabet (Google) Class A GOOGL Stock Holding History

Silphium Asset 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 		$5.09M Sell
17,710
-4,727
-21% -$1.49M 1.93% 10
2025
Q4 		$7.02M Sell
22,437
-27,663
-55% -$7.9M 2.98% 6
2025
Q3 		$12.2M Buy
50,100
+25,700
+105% +$5.38M 3.6% 8
2025
Q2 		$4.3M Buy
24,400
+2,450
+11% +$401K 1.53% 23
2025
Q1 		$3.39M Buy
21,950
+3,696
+20% +$670K 2.74% 19
2024
Q4 		$3.46M Buy
+18,254
New +$3.19M 1.14% 29
2024
Q3 		– Sell
-13,929
Closed -$2.54M – 57
2024
Q2 		$2.54M Sell
13,929
-22,271
-62% -$3.75M 1.21% 35
2024
Q1 		$5.46M Hold
36,200
– – 2.76% 11
2023
Q4 		$5.06M Buy
36,200
+18,200
+101% +$2.45M 2.69% 11
2023
Q3 		$2.36M Buy
+18,000
New +$2.33M 0.75% 42
2023
Q1 		– Sell
-5,000
Closed -$441K – 36
2022
Q4 		$441K Hold
5,000
– – 0.44% 33
2022
Q3 		$478K Hold
5,000
– – 0.43% 29
2022
Q2 		$545K Sell
5,000
-25,400
-84% -$2.99M 0.83% 17
2022
Q1 		$4.23M Buy
30,400
+29,000
+2,071% +$3.94M 5.03% 6
2021
Q4 		$203K Sell
1,400
-600
-30% -$86.4K 0.19% 46
2021
Q3 		$267K Hold
2,000
– – 0.1% 101
2021
Q2 		$244K Buy
+2,000
New +$234K 0.09% 61
2020
Q1 		– Sell
-79,000
Closed -$5.29M – 17
2019
Q4 		$5.29M Sell
79,000
-14,400
-15% -$929K 2.77% 9
2019
Q3 		$5.7M Sell
93,400
-21,200
-18% -$1.26M 2.06% 15
2019
Q2 		$6.2M Buy
114,600
+44,000
+62% +$2.55M 1.76% 18
2019
Q1 		$4.15M Buy
70,600
+9,400
+15% +$531K 2.24% 13
2018
Q4 		$3.2M Buy
61,200
+14,240
+30% +$770K 1.99% 13
2018
Q3 		$2.83M Buy
46,960
+41,000
+688% +$2.48M 0.81% 35
2018
Q2 		$336K Buy
5,960
+1,000
+20% +$54.4K 0.11% 70
2018
Q1 		$257K Buy
+4,960
New +$275K 0.14% 59

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

Silphium Asset Management's GOOGL Position: Q1 2026 in Review

Silphium Asset Management reduced its Alphabet (Google) Class A (GOOGL) stake by 21% in Q1 2026, selling an estimated $1.49M and leaving 17,710 shares worth $5.09M. The position accounts for 1.93% of the portfolio, ranked #10.

Silphium Asset Management first reported a position in GOOGL in Q1 2018 and has held it in 25 quarters since. The position peaked at $12.2M in Q3 2025. 5,614 funds tracked by Wall St. Rank hold GOOGL as of Q1 2026.

  • Silphium Asset Management held 17,710 shares of Alphabet (Google) Class A worth $5.09M as of Q1 2026.
  • Silphium Asset Management sold 4,727 Alphabet (Google) Class A shares in Q1 2026, an estimated $1.49M.
  • Alphabet (Google) Class A made up 1.93% of Silphium Asset Management's portfolio in Q1 2026, its #10 holding.
  • Silphium Asset Management first reported a position in Alphabet (Google) Class A in Q1 2018 and has held it in 25 quarters since.
  • Silphium Asset Management's Alphabet (Google) Class A position peaked at $12.2M in Q3 2025.
  • 5,614 funds tracked by Wall St. Rank held Alphabet (Google) Class A as of Q1 2026.

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