JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC GOOG — ALPHABET INC

Ownership history in JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC  ·  3 quarters on record

AI Ownership Summary

JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC reported ALPHABET INC (GOOG) in 3 quarterly 13F filings from 2026 Q1 through 2026 Q3. Peak portfolio weight reached 2.21% in 2026 Q2. The latest visible filing shows GOOG at 1.80% 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.

What this GOOG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was JOURNEY RETIREMENT PLANNING & INVESTMENT 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
2026 Q3

GOOG was reported at 1.80% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.21% in 2026 Q2

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

Time in book
Holding Window
2026 Q1 to 2026 Q3

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.

GOOG stock page JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC fund profile JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC full holdings
How JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC held GOOG — position size vs. price
% of Fund (quarterly)    GOOG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 REDUCED — — — 7,389 -634 -7.9% 1.80% $2.5M 2026-10-09 $347.86
2026 Q2 REDUCED 75.7% -4.0% ✅ 8,023 -24,929 -75.7% 2.21% $2.8M 2026-07-24 $318.88
2026 Q1 INITIATED — — — 32,952 — — 2.12% $10.3M 2026-05-15 $392.83

🏢 Other funds also holding GOOG

As of 2026 Q3 — sorted by position size

Beau Ventures, LLc 45.01% STEGINSKY CAPITAL LLC 3Y 7Y 36.34% Violich Capital Management, Inc. 3Y 7Y 11.95% LDIC Inc. 10.85% Brown Shipley& Co Ltd 3Y 9.03% Gouws Capital LLC 3Y 8.95% Lipe & Dalton 3Y 7Y 7.72% ERSTE TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH S.A. 7.58% Sullivan Wood Capital Management LLC 7.39% Ulland Investment Advisors, LLC 3Y 7.35%

FAQ About JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC and GOOG

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

How long has JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC reported owning GOOG?

JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC reported GOOG across 3 quarterly 13F filings, from 2026 Q1 through 2026 Q3.

What was the largest reported GOOG position in JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC's portfolio?

The largest reported portfolio weight for GOOG was 2.21% in 2026 Q2.

What is the latest reported GOOG position on this page?

The most recent filing on this page is 2026 Q3, when JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC reported 7,389 shares, equal to 1.80% of portfolio, with an estimated market value of $2.5M.

What does the chart on this GOOG ownership page compare?

The chart compares JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC's quarterly GOOG 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.

← Back to JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC Holdings