TLW Wealth Management LLC Has $27.10 Million Stock Holdings in Alphabet Inc. $GOOG

Key Points

• TLW Wealth Management trimmed its Alphabet stake by 5.2% in the fourth quarter, but GOOG remains its biggest holding at $27.1 million and about 15.6% of its portfolio.
• Alphabet’s latest earnings were strong, with EPS of $5.11 and revenue of $109.9 billion, both above expectations, while quarterly revenue rose 21.8% year over year.
• The stock is being supported by bullish AI and analyst sentiment, but it also faces regulatory risk from an EU fine report and ongoing U.S. antitrust appeals.

TLW Wealth Management LLC reduced its holdings in shares of Alphabet Inc. (NASDAQ:GOOG - Free Report) by 5.2% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 86,363 shares of the information services provider's stock after selling 4,705 shares during the quarter. Alphabet accounts for about 15.6% of TLW Wealth Management LLC's holdings, making the stock its biggest holding. TLW Wealth Management LLC's holdings in Alphabet were worth $27,101,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also modified their holdings of the company. Imprint Wealth LLC bought a new stake in shares of Alphabet during the 3rd quarter worth $31,000. Nvest Wealth Strategies Inc. acquired a new position in Alphabet in the 4th quarter worth about $38,000. Towne Trust Company N.A increased its holdings in Alphabet by 34.0% in the 4th quarter. Towne Trust Company N.A now owns 134 shares of the information services provider's stock worth $42,000 after purchasing an additional 34 shares in the last quarter. Winnow Wealth LLC acquired a new position in Alphabet in the 3rd quarter worth about $63,000. Finally, CBIZ Investment Advisory Services LLC increased its holdings in Alphabet by 29.0% in the 3rd quarter. CBIZ Investment Advisory Services LLC now owns 258 shares of the information services provider's stock worth $63,000 after purchasing an additional 58 shares in the last quarter. 27.26% of the stock is currently owned by institutional investors.

Key Headlines Impacting Alphabet

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Alphabet highlighted new AI-powered ad formats at Google Marketing Live, including Gemini-linked tools that could improve ad targeting, conversion rates, and monetization across search and shopping. Google rolls out AI-powered ad formats at Marketing Live
• Positive Sentiment: Investors are also focusing on Google I/O takeaways that suggest stronger Gemini adoption and broader AI product momentum, which could help Alphabet defend its search and cloud businesses. Google I/O Key Takeaways: Gemini's Growth, Smart Glasses & Ties to Space Economy
• Positive Sentiment: Several analyst-style articles argued that Alphabet’s AI ecosystem, cloud growth, and expanding Gemini usage make the stock look stronger over the long term. Google Made a Bigger AI Push with Gemini Spark. Alphabet (GOOG) Looks Stronger for It
• Neutral Sentiment: Commentary from investors and stock screeners continued to describe Alphabet as a high-quality growth name, but these pieces are more opinion-based than company-specific catalysts. ‘The Path Is Clear,’ Says Investor About Alphabet Stock
• Neutral Sentiment: Some media reports noted concerns from publishers that Google’s AI-driven search changes could reduce referral traffic, which is a longer-term industry risk rather than an immediate earnings issue. Google Search AI Overhaul Leaves Publishers Bracing For ‘Google Zero’
• Negative Sentiment: The EU fine report is the clearest negative catalyst: a large penalty would add to regulatory uncertainty and reinforce concerns that Alphabet’s search dominance is under pressure in Europe. EU plans to fine Google high triple-digit million euro sum, Handelsblatt reports
• Negative Sentiment: Google’s appeal of the U.S. search monopoly ruling keeps antitrust risks front and center for investors. Google Appeals Court Decision on Search Monopoly
• Negative Sentiment: Reports that Stanley Druckenmiller dumped Alphabet may also weigh on sentiment, though this is more a signaling factor than a fundamental change. Billionaire Stanley Druckenmiller Just Dumped Alphabet (Google) and Picked Up 2 Stocks That Are Direct Bets on Agentic AI

Insider Buying and Selling

In related news, insider John Kent Walker sold 8,993 shares of the firm's stock in a transaction that occurred on Friday, March 27th. The stock was sold at an average price of $275.89, for a total transaction of $2,481,078.77. Following the completion of the sale, the insider owned 51,808 shares of the company's stock, valued at $14,293,309.12. This trade represents a 14.79% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, CAO Amie Thuener O'toole sold 617 shares of the firm's stock in a transaction that occurred on Wednesday, April 1st. The stock was sold at an average price of $289.63, for a total value of $178,701.71. Following the sale, the chief accounting officer directly owned 10,093 shares of the company's stock, valued at $2,923,235.59. This represents a 5.76% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders have sold 226,481 shares of company stock valued at $27,422,061. Corporate insiders own 12.99% of the company's stock.

Wall Street Analyst Weigh In

A number of brokerages have issued reports on GOOG. Wells Fargo & Company raised Alphabet from a "hold" rating to a "strong-buy" rating in a report on Monday, February 23rd. JPMorgan Chase & Co. upped their target price on Alphabet from $395.00 to $460.00 and gave the stock an "overweight" rating in a report on Thursday, April 30th. Sanford C. Bernstein reaffirmed a "market perform" rating and issued a $345.00 target price on shares of Alphabet in a report on Thursday, February 5th. Piper Sandler reaffirmed an "overweight" rating and issued a $395.00 target price on shares of Alphabet in a report on Thursday, February 5th. Finally, Scotiabank reaffirmed an "outperform" rating and issued a $450.00 target price (up from $400.00) on shares of Alphabet in a report on Thursday, April 30th. Six analysts have rated the stock with a Strong Buy rating, twenty-eight have given a Buy rating and four have given a Hold rating to the company. According to data from MarketBeat, the stock presently has an average rating of "Buy" and an average target price of $372.65.

Alphabet Stock Performance

Shares of GOOG stock opened at $379.38 on Tuesday. The stock has a market cap of $4.60 trillion, a price-to-earnings ratio of 28.94, a PEG ratio of 1.62 and a beta of 1.25. The stock has a 50-day moving average of $337.06 and a 200-day moving average of $321.78. The company has a current ratio of 1.92, a quick ratio of 1.92 and a debt-to-equity ratio of 0.16. Alphabet Inc. has a 1-year low of $163.33 and a 1-year high of $404.47.

Alphabet (NASDAQ:GOOG - Get Free Report) last issued its quarterly earnings results on Thursday, April 30th. The information services provider reported $5.11 earnings per share for the quarter, beating the consensus estimate of $2.68 by $2.43. The company had revenue of $109.90 billion during the quarter, compared to analysts' expectations of $106.96 billion. Alphabet had a return on equity of 38.99% and a net margin of 37.92%.The business's quarterly revenue was up 21.8% on a year-over-year basis. During the same quarter in the prior year, the firm posted $2.81 earnings per share. On average, equities research analysts forecast that Alphabet Inc. will post 14.29 earnings per share for the current year.

Alphabet Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Monday, June 15th. Stockholders of record on Monday, June 8th will be paid a $0.22 dividend. The ex-dividend date of this dividend is Monday, June 8th. This is a positive change from Alphabet's previous quarterly dividend of $0.21. This represents a $0.88 annualized dividend and a dividend yield of 0.2%. Alphabet's payout ratio is currently 6.41%.

Alphabet Profile

Alphabet Inc NASDAQ: GOOG is a multinational technology holding company headquartered in Mountain View, California. Formed in 2015 through a corporate restructuring of Google, Alphabet serves as the parent to Google LLC and a portfolio of businesses collectively known as "Other Bets." Google was originally founded in 1998 by Larry Page and Sergey Brin; Alphabet is led by CEO Sundar Pichai, who oversees Google and the broader company while the founders remain prominent shareholders and influential figures in the company's history.

Alphabet's core business centers on internet search and advertising, with Google Search and the company's ad platforms (including Google Ads and AdSense) generating the majority of revenue by connecting advertisers with consumers worldwide.

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