WMG Financial Advisors’s Alphabet (Google) Class C GOOG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$428K Sell
1,213
-294
-20% -$105K 0.16% 58
2026
Q1
$432K Sell
1,507
-174
-10% -$54.7K 0.18% 55
2025
Q4
$527K Sell
1,681
-498
-23% -$143K 0.22% 57
2025
Q3
$529K Sell
2,179
-116
-5% -$24.4K 0.18% 86
2025
Q2
$407K Sell
2,295
-5
-0.2% -$826 0.15% 98
2025
Q1
$360K Buy
2,300
+168
+8% +$30.8K 0.15% 93
2024
Q4
$406K Buy
2,132
+20
+0.9% +$3.53K 0.17% 82
2024
Q3
$352K Buy
2,112
+399
+23% +$67.5K 0.16% 91
2024
Q2
$313K Buy
1,713
+248
+17% +$42.2K 0.17% 92
2024
Q1
$223K Buy
+1,465
New +$211K 0.13% 128
2022
Q3
Sell
-3,360
Closed -$366K 144
2022
Q2
$366K Hold
3,360
0.32% 74
2022
Q1
$470K Buy
3,360
+140
+4% +$19K 0.35% 72
2021
Q4
$466K Buy
+3,220
New +$465K 0.36% 72

Other funds holding GOOG

WMG Financial Advisors's GOOG Position: Q2 2026 in Review

WMG Financial Advisors reduced its Alphabet (Google) Class C (GOOG) stake by 20% in Q2 2026, selling an estimated $105K and leaving 1,213 shares worth $428K. The position accounts for 0.16% of the portfolio, ranked #58.

WMG Financial Advisors first reported a position in GOOG in Q4 2021 and has held it in 13 quarters since. The position peaked at $529K in Q3 2025. 1,756 funds tracked by Wall St. Rank hold GOOG as of Q2 2026.

  • WMG Financial Advisors held 1,213 shares of Alphabet (Google) Class C worth $428K as of Q2 2026.
  • WMG Financial Advisors sold 294 Alphabet (Google) Class C shares in Q2 2026, an estimated $105K.
  • Alphabet (Google) Class C made up 0.16% of WMG Financial Advisors's portfolio in Q2 2026, its #58 holding.
  • WMG Financial Advisors first reported a position in Alphabet (Google) Class C in Q4 2021 and has held it in 13 quarters since.
  • WMG Financial Advisors's Alphabet (Google) Class C position peaked at $529K in Q3 2025.
  • 1,756 funds tracked by Wall St. Rank held Alphabet (Google) Class C as of Q2 2026.

Based on WMG Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.