PERRYMAN FINANCIAL ADVISORY INC /AD GOOGL ALPHABET INC

Ownership history in PERRYMAN FINANCIAL ADVISORY INC /AD  ·  3 quarters on record

AI Ownership Summary

PERRYMAN FINANCIAL ADVISORY INC /AD reported ALPHABET INC (GOOGL) in 3 quarterly 13F filings from 2025 Q4 through 2026 Q2. Peak portfolio weight reached 1.97% in 2026 Q2. The latest visible filing shows GOOGL at 1.97% 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 PERRYMAN FINANCIAL ADVISORY INC /AD'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 Q2

GOOGL was reported at 1.97% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.97% 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
2025 Q4 to 2026 Q2

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 PERRYMAN FINANCIAL ADVISORY INC /AD 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 Q2 ADDED 41,439 +251 +0.6% 1.97% $14.8M 2026-07-24 $319.53
2026 Q1 REDUCED 41,188 -89 -0.2% 1.78% $11.8M 2026-04-29 $349.51
2025 Q4 INITIATED 41,277 1.90% $12.9M 2026-02-13 $305.13

FAQ About PERRYMAN FINANCIAL ADVISORY INC /AD and GOOGL

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

How long has PERRYMAN FINANCIAL ADVISORY INC /AD reported owning GOOGL?

PERRYMAN FINANCIAL ADVISORY INC /AD reported GOOGL across 3 quarterly 13F filings, from 2025 Q4 through 2026 Q2.

What was the largest reported GOOGL position in PERRYMAN FINANCIAL ADVISORY INC /AD's portfolio?

The largest reported portfolio weight for GOOGL was 1.97% in 2026 Q2.

What is the latest reported GOOGL position on this page?

The most recent filing on this page is 2026 Q2, when PERRYMAN FINANCIAL ADVISORY INC /AD reported 41,439 shares, equal to 1.97% of portfolio, with an estimated market value of $14.8M.

What does the chart on this GOOGL ownership page compare?

The chart compares PERRYMAN FINANCIAL ADVISORY INC /AD'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.

← Back to PERRYMAN FINANCIAL ADVISORY INC /AD Holdings