AMJ Financial Wealth Management GOOGL GOOGLE INC

Ownership history in AMJ Financial Wealth Management  ·  9 quarters on record

AI Ownership Summary

AMJ Financial Wealth Management reported GOOGLE INC (GOOGL) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.74% in 2024 Q2. The latest visible filing shows GOOGL at 1.93% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this GOOGL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was AMJ Financial Wealth Management's position in GOOGLE INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

GOOGL was reported at 1.93% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.74% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How AMJ Financial Wealth Management held GOOGL — position size vs. price
% of Fund (quarterly)    GOOGL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 19.8% -8.1% 26,042 -6,417 -19.8% 1.93% $8.2M 2026-02-14 (Est.) $305.50
2025 Q1 ADDED 32,459 +48 +0.1% 1.48% $5.0M 2025-05-12 $157.91
2024 Q4 ADDED 32,411 +499 +1.6% 1.70% $6.1M 2025-02-06 $190.72
2024 Q3 REDUCED 34.3% +15.4% 31,912 -16,667 -34.3% 1.52% $5.3M 2024-11-12 $180.58
2024 Q2 ADDED 48,579 +846 +1.8% 2.74% $8.8M 2024-08-07 $157.82
2024 Q1 ADDED 47,733 +4,931 +11.5% 2.41% $7.2M 2024-05-07 $169.85
2023 Q4 REDUCED 42,802 -455 -1.1% 2.52% $6.0M 2024-02-12 $146.32
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About AMJ Financial Wealth Management and GOOGL

These are the practical questions this page is built to answer before you even open the full history table.

How long has AMJ Financial Wealth Management reported owning GOOGL?

AMJ Financial Wealth Management reported GOOGL across 7 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported GOOGL position in AMJ Financial Wealth Management's portfolio?

The largest reported portfolio weight for GOOGL was 2.74% in 2024 Q2.

What is the latest reported GOOGL position on this page?

The most recent filing on this page is 2025 Q4, when AMJ Financial Wealth Management reported 26,042 shares, equal to 1.93% of portfolio, with an estimated market value of $8.2M.

What does the chart on this GOOGL ownership page compare?

The chart compares AMJ Financial Wealth Management's quarterly GOOGL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did AMJ Financial Wealth Management time their GOOGL position?

Based on 13F filing dates vs. subsequent GOOGL price moves, AMJ Financial Wealth Management correctly timed 4 out of 8 reported position changes (50%). The annualised alpha on GOOGL relative to SPY over the holding period was -7.3%.

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