James Hambro & Partners 13F: Cuts Alphabet (GOOG) Stake by $4.1M

James Hambro & Partners trimmed its stake in Alphabet Inc. GOOG by 11,984 shares during the quarter, bringing its total holdings to 658,442 shares. The position was valued at roughly $224.4 million at the time of the filing. Disclosed in a Form 13F filing with the SEC on October 19, 2026, the adjustment reflects a 1.8% decrease in the firm's investment in the internet giant.

GOOG Alphabet Inc.

$336.91 ▲ +7.06% year to date

1M 3M YTD

Daily close · Oct 16, 2026

Other Institutional Activity in Alphabet Inc.

Other large investors also adjusted their positions in Alphabet Inc. GOOG during the period. PensionDanmark Pensionsforsikringsaktieselskab cut its stake by 37,043 shares, ending with 997,490 shares worth about $339.9 million. Meanwhile, AlphaStar Capital Management grew its holdings by 1,775 shares, ending with 16,998 shares worth about $5.8 million.

Alphabet Inc. Stock Up 1.0%

Alphabet Inc. GOOG recently traded around $340.18 as of October 20, 2026, sitting close to its event-day close of $340.16 on October 19, 2026. The stock trades just below its 50-day moving average of $341.18 and roughly 0.3% above its 200-day moving average of $339.26.

Recent Earnings

Alphabet Inc. GOOG posted $445.9 billion in trailing-twelve-month revenue alongside earnings of $19.93 per share. The company is scheduled to report its next round of earnings on October 28, 2026.

Dividend

Alphabet Inc. GOOG pays an annual dividend rate of $0.88 per share, which translates to a dividend yield of 0.26% with a payout ratio of 4.3%.

Insider Buying and Selling at Alphabet Inc.

Company insiders executed several sales prior to the filing. Officer Marsida Saraci sold 449 shares on July 29, 2026, at $333.20 per share for a total of $149,607. Director Frances H. Arnold sold 82 shares on July 30, 2026, at $333.39 per share, and another 82 shares on August 28, 2026, at $337.71 per share.

Analysts Set New Price Targets

Analyst firms adjusted their views on Alphabet Inc. GOOG through the summer and fall. On July 23, 2026, JP Morgan maintained an Overweight rating and lowered its target from $460.00 to $420.00, while TD Cowen reiterated a Buy rating with a $475.00 target. Later, on October 8, 2026, TD Cowen maintained its Buy rating and raised its target to $485.00. UBS maintained a Neutral rating on October 14, 2026, while adjusting its target from $379.00 to $380.00. JP Morgan followed up on October 15, 2026, maintaining an Overweight rating and bumping its target from $420.00 to $425.00. Wall Street consensus currently rates the stock a strong buy across 14 analyst opinions, with a mean price target of $420.79.

About Alphabet Inc.

Alphabet Inc. GOOG operates major digital platforms and services worldwide, spanning search engines, online advertising, cloud computing, and mobile operating systems. Through properties like Google Search, YouTube, Android, and Google Cloud, the Mountain View, California-based company reaches billions of global users.

Bottom Line

Investors will look toward Alphabet Inc. GOOG's upcoming earnings report on October 28, 2026, for further updates on revenue growth and profit margins. Future institutional filings will show whether other major holders continue to trim or expand their positions.