GOOGL β€” ALPHABET INC

Ownership history in Legacy Wealth Management, LLC / MS  Β·  7 quarters on record

AI Ownership Summary

Legacy Wealth Management, LLC / MS reported ALPHABET INC (GOOGL) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 3.57% in 2026 Q1. The latest visible filing shows GOOGL at 3.57% 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 Legacy Wealth Management, LLC / MS'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 Q1

GOOGL was reported at 3.57% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.57% in 2026 Q1

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

Time in book
Holding Window
2024 Q3 to 2026 Q1

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 Legacy Wealth Management, LLC / MS held GOOGL β€” position size vs. price
% of Fund (quarterly)    GOOGL price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 43,504 +1,147 +2.7% 3.57% $12.5M 2026-04-10 $317.24
2025 Q4 ADDED 42,357 +5,053 +13.5% 3.54% $13.3M 2026-01-05 $316.32
2025 Q3 REDUCED 37,304 -5,478 -12.8% 2.73% $9.1M 2025-10-23 $252.74
2025 Q2 REDUCED 42,782 -4,460 -9.4% 2.29% $7.5M 2025-07-01 $175.44
2025 Q1 ADDED 47,242 +5,687 +13.7% 2.39% $7.3M 2025-04-03 $150.20
2024 Q4 ADDED 41,555 +40,501 +3842.6% 3.13% $7.9M 2025-01-06 $195.96
2024 Q3 INITIATED 1,054 β€” β€” 1.23% $1.4M 2024-12-12 $191.08

FAQ About Legacy Wealth Management, LLC / MS and GOOGL

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

How long has Legacy Wealth Management, LLC / MS reported owning GOOGL?

Legacy Wealth Management, LLC / MS reported GOOGL across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported GOOGL position in Legacy Wealth Management, LLC / MS's portfolio?

The largest reported portfolio weight for GOOGL was 3.57% in 2026 Q1.

What is the latest reported GOOGL position on this page?

The most recent filing on this page is 2026 Q1, when Legacy Wealth Management, LLC / MS reported 43,504 shares, equal to 3.57% of portfolio, with an estimated market value of $12.5M.

What does the chart on this GOOGL ownership page compare?

The chart compares Legacy Wealth Management, LLC / MS'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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