SEC 13F Intelligence

Shelton Wealth Management, LLC / GOOGL

Shelton Wealth Management, LLC’s Alphabet Inc Position

Does Shelton Wealth Management, LLC own Alphabet Inc (GOOGL)? Yes9.9K shares worth $3M (+1.25% of its 13F portfolio) as of Q1 2026, down from 12.3K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
9.9K
% of Portfolio
+1.25%
Quarters Held
18
currently held

Position History GOOGL

Reported value by quarter
Q4 ’21: $478,000Q4 ’21Q1 ’22: $617,000Q2 ’22: $508,000Q3 ’22: $446,000Q3 ’22Q4 ’22: $438,062Q1 ’23: $534,521Q2 ’23: $563,787Q2 ’23Q3 ’23: $616,351Q4 ’23: $1MQ1 ’24: $1MQ1 ’24Q2 ’24: $2MQ3 ’24: $2MQ4 ’24: $861,303Q4 ’24Q1 ’25: $703,608Q2 ’25: $2MQ3 ’25: $3MQ3 ’25Q4 ’25: $4MQ1 ’26: $3Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20269.9K$3M+1.25%
Q4 202512.3K$4M+1.65%
Q3 202511.9K$3M+1.31%
Q2 202512.1K$2M+1.02%
Q1 20254.5K$703,608+0.38%
Q4 20244.5K$861,303+0.45%
Q3 202410.1K$2M+0.91%
Q2 20249.1K$2M+0.94%
Q1 20248.5K$1M+0.80%
Q4 20237.3K$1M+0.73%
Q3 20234.7K$616,351+0.49%
Q2 20234.7K$563,787+0.44%
Q1 20235.2K$534,521+0.43%
Q4 20225.0K$438,062+0.35%
Q3 20224.7K$446,000+0.40%
Q2 2022233$508,000+0.43%
Q1 2022222$617,000+0.49%
Q4 2021165$478,000+0.38%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Shelton Wealth Management, LLC’s full portfolio or all institutional holders of GOOGL.