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Walled Lake Planning & Wealth Management’s Alphabet (Google) Class C GOOG Stock Holding History

Walled Lake Planning & 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
Q2 		$1.43M Buy
4,059
+49
+1% +$17.5K 0.36% 41
2026
Q1 		$1.15M Sell
4,010
-82
-2% -$25.8K 0.34% 43
2025
Q4 		$1.28M Buy
4,092
+139
+4% +$39.8K 0.41% 41
2025
Q3 		$963K Sell
3,953
-209
-5% -$43.9K 0.32% 44
2025
Q2 		$738K Sell
4,162
-1,171
-22% -$194K 0.24% 51
2025
Q1 		$833K Sell
5,333
-53
-1% -$9.71K 0.3% 48
2024
Q4 		$1.03M Sell
5,386
-350
-6% -$61.8K 0.38% 44
2024
Q3 		$959K Sell
5,736
-2,528
-31% -$428K 0.36% 42
2024
Q2 		$1.52M Sell
8,264
-2,761
-25% -$470K 0.62% 36
2024
Q1 		$1.68M Sell
11,025
-4,744
-30% -$685K 0.69% 34
2023
Q4 		$2.22M Hold
15,769
– – 1.03% 25
2023
Q3 		$2.08M Sell
15,769
-73
-0.5% -$9.49K 1.04% 27
2023
Q2 		$1.92M Sell
15,842
-7,531
-32% -$872K 0.93% 27
2023
Q1 		$2.43M Buy
+23,373
New +$2.26M 1.27% 24
2022
Q4 		– Sell
-34,120
Closed -$3.28M – 64
2022
Q3 		$3.28M Hold
34,120
– – 2.29% 24
2022
Q2 		$3.73M Hold
34,120
– – 2.57% 18
2022
Q1 		$4.76M Buy
34,120
+280
+0.8% +$38.1K 2.84% 14
2021
Q4 		$4.9M Buy
33,840
+140
+0.4% +$20.2K 2.84% 12
2021
Q3 		$4.49M Buy
33,700
+28,780
+585% +$3.97M 2.77% 12
2021
Q2 		$617K Hold
4,920
– – 0.4% 39
2021
Q1 		$509K Hold
4,920
– – 0.35% 40
2020
Q4 		$431K Hold
4,920
– – 0.33% 43
2020
Q3 		$362K Buy
4,920
+160
+3% +$12.2K 0.29% 44
2020
Q2 		$336K Hold
4,760
– – 0.28% 42
2020
Q1 		$277K Hold
4,760
– – 0.25% 42
2019
Q4 		$318K Buy
+4,760
New +$307K 0.23% 44

Other funds holding GOOG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Walled Lake Planning & Wealth Management's GOOG Position: Q2 2026 in Review

Walled Lake Planning & Wealth Management increased its Alphabet (Google) Class C (GOOG) stake by 1.2% in Q2 2026, buying an estimated $17.5K and bringing the position to 4,059 shares worth $1.43M. The position accounts for 0.36% of the portfolio, ranked #41.

Walled Lake Planning & Wealth Management first reported a position in GOOG in Q4 2019 and has held it in 26 quarters since. The position peaked at $4.9M in Q4 2021. 5,228 funds tracked by Wall St. Rank hold GOOG as of Q2 2026.

  • Walled Lake Planning & Wealth Management held 4,059 shares of Alphabet (Google) Class C worth $1.43M as of Q2 2026.
  • Walled Lake Planning & Wealth Management bought 49 Alphabet (Google) Class C shares in Q2 2026, an estimated $17.5K.
  • Alphabet (Google) Class C made up 0.36% of Walled Lake Planning & Wealth Management's portfolio in Q2 2026, its #41 holding.
  • Walled Lake Planning & Wealth Management first reported a position in Alphabet (Google) Class C in Q4 2019 and has held it in 26 quarters since.
  • Walled Lake Planning & Wealth Management's Alphabet (Google) Class C position peaked at $4.9M in Q4 2021.
  • 5,228 funds tracked by Wall St. Rank held Alphabet (Google) Class C as of Q2 2026.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.