GOOGL β€” ALPHABET INC

Ownership history in MRWM Advisors, LLC  Β·  3 quarters on record

This page tracks every 13F SEC filing in which MRWM Advisors, LLC reported a position in ALPHABET INC (GOOGL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.77% (2025 Q4)
πŸ“Š Avg. % of fund
0.7%
πŸ“… First filed
2025 Q2
πŸ“… Last filed
2025 Q4
⏱ Quarters held
3

Position Intelligence

MRWM Advisors, LLC Γ— GOOGL AI Analytics

πŸ“ˆ MRWM Advisors, LLC outperformed the S&P 500 by +112.2% annually on this GOOGL position. Average cost basis: $175.83. Maximum drawdown during holding period: –0.0%.

πŸ“ˆ Position Alpha vs SPY
+112.2%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 112.2% per year on this position.
2 quarters analyzed

πŸ’° Entry Quality
$175.83
+77.9% vs current ($312.78)

Best entry: $175.83 (2025 Q2)  Β·  Worst: $175.83 (2025 Q2)

πŸ›‘οΈ Drawdown Resilience
–0.0%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
33%
buy-side decisions

1 add Β· 2 trims. πŸ“‰ Predominantly trimming β€” distribution phase.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.77% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    GOOGL price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 4,592 -688 -13.0% 0.77% $1.4M $312.78
2025 Q3 REDUCED 5,280 -130 -2.4% 0.73% $1.3M $242.77
2025 Q2 INITIATED 5,410 β€” β€” 0.60% $953K $175.83
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