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Aegis Wealth Management (Maryland)’s Albemarle ALB Stock Holding History

Aegis Wealth Management (Maryland)’s Portfolio ALB Stock Details ALB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$540K Sell
4,000
-3
-0.1% -$529 0.25% 78
2026
Q1 		$719K Buy
4,003
+1
+0% +$171 0.41% 51
2025
Q4 		$566K Hold
4,002
– – 0.32% 58
2025
Q3 		$324K Buy
+4,002
New +$309K 0.17% 87

Other funds holding ALB

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Aegis Wealth Management (Maryland)'s ALB Position: Q2 2026 in Review

Aegis Wealth Management (Maryland) reduced its Albemarle (ALB) stake by 0.07% in Q2 2026, selling an estimated $529 and leaving 4,000 shares worth $540K. The position accounts for 0.25% of the portfolio, ranked #78.

Aegis Wealth Management (Maryland) first reported a position in ALB in Q3 2025 and has held it in 4 quarters since. The position peaked at $719K in Q1 2026. 934 funds tracked by Wall St. Rank hold ALB as of Q2 2026.

  • Aegis Wealth Management (Maryland) held 4,000 shares of Albemarle worth $540K as of Q2 2026.
  • Aegis Wealth Management (Maryland) sold 3 Albemarle shares in Q2 2026, an estimated $529.
  • Albemarle made up 0.25% of Aegis Wealth Management (Maryland)'s portfolio in Q2 2026, its #78 holding.
  • Aegis Wealth Management (Maryland) first reported a position in Albemarle in Q3 2025 and has held it in 4 quarters since.
  • Aegis Wealth Management (Maryland)'s Albemarle position peaked at $719K in Q1 2026.
  • 934 funds tracked by Wall St. Rank held Albemarle as of Q2 2026.

Based on Aegis Wealth Management (Maryland)'s 13F filing for Q2 2026, filed 7 Aug 2026.