James Hambro & Partners 13F: Adds $1.5M to Alphabet (GOOGL) Stake

James Hambro & Partners increased its stake in Alphabet Inc. (GOOGL) during the quarter, adding 4,461 shares to lift its total holdings to 43,716 shares. According to a Form 13F filed with the SEC on October 19, 2026, the updated position carried a reported value of about $15.05 million.

GOOGL Alphabet Inc.

$344.18 ▲ +9.42% year to date

1M 3M YTD

Daily close · Oct 19, 2026

What Changed in James Hambro & Partners's Alphabet Inc. Position

The firm grew its investment by 11.4%, bringing its total share count up from 39,255 shares to 43,716 shares. The value of the holding reflected the stock's market valuation at the time of reporting.

Other Institutional Activity in Alphabet Inc.

PensionDanmark Pensionsforsikringsaktieselskab grew its holdings by 15,421 shares, ending with 1,080,942 shares worth about $371.93 million. Concurrent Investment Advisors boosted its stake by 91,846 shares, or 21.0%, bringing its total to 529,427 shares valued at about $182.17 million.

Alphabet Inc. Stock Up 1.1%

Alphabet shares recently traded around $344.20, sitting about equal to the 50-day moving average and roughly 0.9% above the 200-day moving average of $341.06. The stock closed at $344.18 on the filing date of October 19, 2026. Shares trade well below their 52-week high of $408.61 and well above their 52-week low of $244.15.

Recent Earnings

Alphabet generated trailing-twelve-month revenue of $445.87 billion and basic earnings of $19.93 per share. The company posted a net profit margin of 54.8% alongside a return on equity of 48.7%. The next corporate earnings release is scheduled for October 28, 2026.

Dividend

Alphabet pays an annual dividend of $0.88 per share, giving investors a dividend yield of 0.26% based on recent share prices.

Insider Buying and Selling at Alphabet Inc.

Director Kavitark Ram Shriram sold 33,566 shares on July 18, 2025, at an average price of $185.76 for a total value of $6.24 million. The same insider later sold 26,000 shares on August 15, 2025, at an average price of $205.00 for a total of $5.33 million. Director John L Hennessy also disposed of shares in early 2026, selling 600 shares on January 13, 2026, and another 600 shares on February 13, 2026.

Analysts Set New Price Targets

Wall Street research firms actively updated their views on the stock ahead of the filing. On October 8, 2026, Needham reiterated a buy rating with a target of $450.00. Cantor Fitzgerald maintained an overweight rating on October 12, 2026, keeping its target at $420.00. UBS maintained a neutral rating on October 14, 2026, adjusting its target to $380.00 from $379.00. JP Morgan maintained an overweight rating on October 15, 2026, lifting its target to $425.00 from $420.00. Keybanc maintained an overweight rating on October 19, 2026, adjusting its price target to $410.00 from $435.00. The broader analyst community maintains a strong buy consensus with a mean price target of $430.05 across 54 opinions.

About Alphabet Inc.

Alphabet Inc. operates internet search, cloud computing, advertising, and hardware businesses globally. Its major offerings include Google Search, YouTube, Android, Gmail, and Google Cloud, serving billions of users daily and driving significant digital advertising revenue worldwide.

Bottom Line

Institutional interest in the tech giant remains high as markets look toward the upcoming earnings report on October 28, 2026. Investors will monitor whether revenue growth and cloud segment performance continue to support the current valuation.