JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC GOOGL — 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 (GOOGL) in 3 quarterly 13F filings from 2026 Q1 through 2026 Q3. Peak portfolio weight reached 3.01% in 2026 Q2. The latest visible filing shows GOOGL at 2.81% 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 GOOGL 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

GOOGL was reported at 2.81% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.01% 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.

GOOGL 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 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 3 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 11,410 +618 +5.7% 2.81% $3.9M 2026-10-09 $351.66
2026 Q2 REDUCED 71.7% -4.0% ✅ 10,792 -27,368 -71.7% 3.01% $3.9M 2026-07-24 $319.53
2026 Q1 INITIATED — — — 38,160 — — 2.45% $11.9M 2026-05-15 $396.29

🏢 Other funds also holding GOOGL

As of 2026 Q3 — sorted by position size

Neumann Advisory Hong Kong Ltd 3Y 7Y 18.69% Draper Asset Management, LLC 3Y 15.03% Violich Capital Management, Inc. 3Y 7Y 11.67% JIA INVESTMENT ALLIANCE PTE. LTD. 3Y 10.97% ABLES, IANNONE, MOORE & ASSOCIATES, INC. 10.31% Quintet Private Bank (Europe) S.A. 3Y 9.84% Lincoln Capital LLC 3Y 7Y 9.28% Shelter Rock Management, LLC 9.03% OSLO PENSJONSFORSIKRING AS 8.9% HWG Holdings LP 3Y 7Y 8.03%

FAQ About JOURNEY RETIREMENT PLANNING & INVESTMENT 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 JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC reported owning GOOGL?

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

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

The largest reported portfolio weight for GOOGL was 3.01% in 2026 Q2.

What is the latest reported GOOGL position on this page?

The most recent filing on this page is 2026 Q3, when JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC reported 11,410 shares, equal to 2.81% of portfolio, with an estimated market value of $3.9M.

What does the chart on this GOOGL ownership page compare?

The chart compares JOURNEY RETIREMENT PLANNING & INVESTMENT 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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