GOOG β€” ALPHABET INC CAP STK CL C

Ownership history in LM Advisors LLC  Β·  9 quarters on record

AI Ownership Summary

LM Advisors LLC reported ALPHABET INC CAP STK CL C (GOOG) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 4.84% in 2025 Q3. The latest visible filing shows GOOG at 2.47% 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 LM Advisors LLC's position in ALPHABET INC CAP STK CL C, 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

GOOG was reported at 2.47% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.84% in 2025 Q3

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 LM Advisors LLC held GOOG β€” position size vs. price
% of Fund (quarterly)    GOOG 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 43,073 -94,925 -68.8% 2.47% $137K 2026-02-14 (Est.) $305.80
2025 Q3 REDUCED 137,998 -5,086 -3.6% 4.84% $33.6M 2025-11-13 $278.74
2025 Q2 ADDED 143,084 +7,705 +5.7% 3.27% $25.4M 2025-08-14 $203.36
2025 Q1 ADDED 135,379 +800 +0.6% 3.81% $21.1M 2025-05-13 $160.34
2024 Q4 REDUCED 134,579 -1,414 -1.0% 4.48% $25.6M 2025-02-12 $184.58
2024 Q3 REDUCED 135,993 -13,539 -9.1% 4.62% $22.7M 2024-11-07 $181.24
2024 Q2 ADDED 149,532 +1,248 +0.8% 0.04% $27.4M 2024-08-14 $160.89
2024 Q1 ADDED 148,284 +2,491 +1.7% 3.58% $22.6M 2024-05-15 $172.46
2023 Q4 INITIATED 145,793 β€” β€” 4.13% $20.5M 2024-02-14 $145.94

FAQ About LM Advisors 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 LM Advisors LLC reported owning GOOG?

LM Advisors LLC reported GOOG across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported GOOG position in LM Advisors LLC's portfolio?

The largest reported portfolio weight for GOOG was 4.84% in 2025 Q3.

What is the latest reported GOOG position on this page?

The most recent filing on this page is 2025 Q4, when LM Advisors LLC reported 43,073 shares, equal to 2.47% of portfolio, with an estimated market value of $137K.

What does the chart on this GOOG ownership page compare?

The chart compares LM Advisors 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.

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