Alphabet Inc.
MX ˙ BMV ˙ US02079K3059
SecurityMX:GOOGL / Alphabet Inc.
InstitutionPeterson Wealth Services
Latest Disclosed Ownership3,727 shares
Latest Disclosed Value $ 1,071,774
Peterson Wealth Services reports 6.50% decrease in ownership of GOOGL / Alphabet Inc.

On April 30, 2026 - Peterson Wealth Services filed a 13F-HR form disclosing ownership of 3,727 shares of Alphabet Inc. (MX:GOOGL) valued at $1,071,774 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 3,986 shares of Alphabet Inc.. This represents a change in shares of -6.50% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-30 2026-03-31 13F ALPHABET INCORPORATED CAP STK CAP STK CL A 02079K305 3,727 -259 -6.50 1,072 -14.11 0.2648
2026-02-12 2025-12-31 13F ALPHABET INCORPORATED CAP STK CAP STK CL A 02079K305 3,986 2,342 142.46 1,248 25.71 0.3191
2025-11-04 2025-09-30 13F ALPHABET INCORPORATED CAP STK CAP STK CL A 02079K305 1,644 -2,215 -57.40 993 45.88 0.2450
2025-07-31 2025-06-30 13F ALPHABET INCORPORATED CAP STK CAP STK CL A 02079K305 3,859 7 0.18 680 14.29 0.1863
2025-05-05 2025-03-31 13F ALPHABET INCORPORATED CAP STK CAP STK CL A 02079K305 3,852 -45 -1.15 596 -19.27 0.1845
2025-01-29 2024-12-31 13F ALPHABET INCORPORATED CAP STK CAP STK CL A 02079K305 3,897 475 13.88 738 29.98 0.2215
2024-11-07 2024-09-30 13F ALPHABET INCORPORATED CAP STK CAP STK CL A 02079K305 3,422 600 21.26 567 10.53 0.1813
2024-07-30 2024-06-30 13F ALPHABET CAP STK CL A 02079K305 2,822 25 0.89 514 21.56 0.1796
2024-05-01 2024-03-31 13F ALPHABET CAP STK CL A 02079K305 2,797 -59 -2.07 422 6.03 0.1537
2024-01-31 2023-12-31 13F ALPHABET CAP STK CL A 02079K305 2,856 239 9.13 399 16.37 0.1710
2023-11-14 2023-09-30 13F ALPHABET CAP STK CL A 02079K305 2,617 -35 -1.32 342 7.89 0.2562
2023-07-13 2023-06-30 13F ALPHABET CAP STK CL A 02079K305 2,652 33 1.26 317 16.97 0.1524
2023-04-06 2023-03-31 13F ALPHABET CAP STK CL A 02079K305 2,619 -73 -2.71 272 14.35 0.1398
2023-01-20 2022-12-31 13F ALPHABET CAP STK CL A 02079K305 2,692 73 2.79 238 -5.58 0.1360
2022-11-09 2022-09-30 13F ALPHABET CAP STK CL A 02079K305 2,619 2,497 2,046.72 251 -5.64 0.1780
2022-07-11 2022-06-30 13F ALPHABET CAP STK CL A 02079K305 122 3 2.52 266 -19.64 0.1917
2022-04-18 2022-03-31 13F ALPHABET CAP STK CL A 02079K305 119 16 15.53 331 11.07 0.2035
2022-01-31 2021-12-31 13F ALPHABET CAP STK CL A 02079K305 103 103 298 0.1976
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.