GOOGL β€” Alphabet Inc.

Ownership history in GRIMES & Co WEALTH MANAGEMENT, LLC  Β·  21 quarters on record

AI Ownership Summary

GRIMES & Co WEALTH MANAGEMENT, LLC reported Alphabet Inc. (GOOGL) in 21 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.13% in 2025 Q4. The latest visible filing shows GOOGL at 1.13% 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 GRIMES & Co WEALTH MANAGEMENT, LLC's position in Alphabet 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 1.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.13% in 2025 Q4

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.

GOOGL stock page GRIMES & Co WEALTH MANAGEMENT, LLC fund profile GRIMES & Co WEALTH MANAGEMENT, LLC full holdings
How GRIMES & Co WEALTH MANAGEMENT, LLC held GOOGL β€” position size vs. price
% of Fund (quarterly)    GOOGL price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 150,998 -12,453 -7.6% 1.13% $47.3M 2026-02-14 (Est.) $305.50
2025 Q3 REDUCED 163,451 -3,223 -1.9% 0.98% $39.7M 2025-10-27 $268.90
2025 Q2 REDUCED 166,674 -4,400 -2.6% 0.80% $29.4M 2025-07-22 $190.91
2025 Q1 REDUCED 171,074 -1,858 -1.1% 0.82% $26.5M 2025-04-17 $150.64
2024 Q4 REDUCED 172,932 -575 -0.3% 0.94% $32.7M 2025-01-21 $197.14
2024 Q3 REDUCED 173,507 -2,346 -1.3% 0.78% $28.8M 2024-10-22 $164.19
2024 Q2 REDUCED 175,853 -268 -0.2% 0.96% $32.0M 2024-07-22 $180.39
2024 Q1 ADDED 176,121 +2,727 +1.6% 0.82% $26.6M 2024-04-17 $154.20
2023 Q4 ADDED 173,394 +1,635 +1.0% 0.80% $24.2M 2024-01-24 $147.48
12 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding GOOGL

As of 2026 Q1 β€” sorted by position size

Luma Capital S.A. - SPF 16.29% AMS Capital Ltda 3Y 7Y 12.69% Violich Capital Management, Inc. 3Y 7Y 10.93% ABLES, IANNONE, MOORE & ASSOCIATES, INC. 10.26% Putney Financial Group LLC 10.21% Shelter Rock Management, LLC 8.56% Hoffman, Alan N Investment Management 3Y 7.27% Generali Investments, Management Co LLC 6.66% Karras Company, Inc. 6.6% Atala Financial Inc 6.5%

FAQ About GRIMES & Co WEALTH MANAGEMENT, LLC and GOOGL

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

How long has GRIMES & Co WEALTH MANAGEMENT, LLC reported owning GOOGL?

GRIMES & Co WEALTH MANAGEMENT, LLC reported GOOGL across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported GOOGL position in GRIMES & Co WEALTH MANAGEMENT, LLC's portfolio?

The largest reported portfolio weight for GOOGL was 1.13% in 2025 Q4.

What is the latest reported GOOGL position on this page?

The most recent filing on this page is 2025 Q4, when GRIMES & Co WEALTH MANAGEMENT, LLC reported 150,998 shares, equal to 1.13% of portfolio, with an estimated market value of $47.3M.

What does the chart on this GOOGL ownership page compare?

The chart compares GRIMES & Co WEALTH MANAGEMENT, LLC'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.

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