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Summit Wealth & Retirement Planning’s Alphabet (Google) Class C GOOG Stock Holding History

Summit Wealth & Retirement Planning’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 		$2.09M Buy
7,284
+65
+0.9% +$20.4K 0.5% 27
2025
Q4 		$2.27M Buy
7,219
+103
+1% +$29.5K 0.53% 26
2025
Q3 		$1.73M Hold
7,116
– – 0.43% 30
2025
Q2 		$1.26M Buy
7,116
+951
+15% +$157K 0.34% 32
2025
Q1 		$963K Buy
6,165
+721
+13% +$132K 0.3% 31
2024
Q4 		$1.04M Buy
5,444
+280
+5% +$49.4K 0.32% 26
2024
Q3 		$863K Buy
5,164
+160
+3% +$27.1K 0.28% 25
2024
Q2 		$918K Sell
5,004
-1,665
-25% -$283K 0.31% 26
2024
Q1 		$1.02M Buy
6,669
+60
+0.9% +$8.66K 0.36% 25
2023
Q4 		$931K Sell
6,609
-1
-0% -$136 0.39% 24
2023
Q3 		$872K Sell
6,610
-690
-9% -$89.7K 0.35% 26
2023
Q2 		$883K Buy
7,300
+4,020
+123% +$465K 0.35% 27
2023
Q1 		$341K Sell
3,280
-200
-6% -$19.3K 0.13% 75
2022
Q4 		$309K Hold
3,480
– – 0.13% 80
2022
Q3 		$335K Hold
3,480
– – 0.13% 83
2022
Q2 		$381K Buy
3,480
+1,700
+96% +$201K 0.15% 81
2022
Q1 		$249K Sell
1,780
-860
-33% -$117K 0.09% 94
2021
Q4 		$382K Sell
2,640
-520
-16% -$75.2K 0.13% 73
2021
Q3 		$421K Sell
3,160
-620
-16% -$85.5K 0.15% 66
2021
Q2 		$474K Sell
3,780
-2,520
-40% -$300K 0.18% 60
2021
Q1 		$652K Sell
6,300
-1,000
-14% -$99.2K 0.24% 63
2020
Q4 		$639K Sell
7,300
-420
-5% -$35.4K 0.24% 71
2020
Q3 		$567K Sell
7,720
-100
-1% -$7.63K 0.24% 69
2020
Q2 		$553K Buy
7,820
+80
+1% +$5.4K 0.26% 70
2020
Q1 		$450K Buy
7,740
+2,620
+51% +$178K 0.24% 73
2019
Q4 		$342K Sell
5,120
-60
-1% -$3.87K 0.15% 102
2019
Q3 		$316K Hold
5,180
– – 0.19% 96
2019
Q2 		$280K Hold
5,180
– – 0.16% 110
2019
Q1 		$304K Buy
5,180
+980
+23% +$55K 0.18% 109
2018
Q4 		$217K Buy
+4,200
New +$225K 0.16% 105

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

Summit Wealth & Retirement Planning's GOOG Position: Q1 2026 in Review

Summit Wealth & Retirement Planning increased its Alphabet (Google) Class C (GOOG) stake by 0.9% in Q1 2026, buying an estimated $20.4K and bringing the position to 7,284 shares worth $2.09M. The position accounts for 0.5% of the portfolio, ranked #27.

Summit Wealth & Retirement Planning first reported a position in GOOG in Q4 2018 and has held it in 30 quarters since. The position peaked at $2.27M in Q4 2025. 5,117 funds tracked by Wall St. Rank hold GOOG as of Q1 2026.

  • Summit Wealth & Retirement Planning held 7,284 shares of Alphabet (Google) Class C worth $2.09M as of Q1 2026.
  • Summit Wealth & Retirement Planning bought 65 Alphabet (Google) Class C shares in Q1 2026, an estimated $20.4K.
  • Alphabet (Google) Class C made up 0.5% of Summit Wealth & Retirement Planning's portfolio in Q1 2026, its #27 holding.
  • Summit Wealth & Retirement Planning first reported a position in Alphabet (Google) Class C in Q4 2018 and has held it in 30 quarters since.
  • Summit Wealth & Retirement Planning's Alphabet (Google) Class C position peaked at $2.27M in Q4 2025.
  • 5,117 funds tracked by Wall St. Rank held Alphabet (Google) Class C as of Q1 2026.

Based on Summit Wealth & Retirement Planning's 13F filing for Q1 2026, filed 11 May 2026.