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Arete Wealth Advisors’s Albemarle ALB Stock Holding History

Arete Wealth Advisors’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
Q1 		– Sell
-1,586
Closed -$224K – 332
2025
Q4 		$224K Buy
+1,586
New +$180K 0.01% 686
2024
Q3 		– Sell
-4,470
Closed -$425K – 711
2024
Q2 		$425K Buy
+4,470
New +$532K 0.03% 427
2024
Q1 		– Sell
-4,754
Closed -$687K – 388
2023
Q4 		$687K Buy
+4,754
New +$653K 0.05% 328
2023
Q3 		– Sell
-2,297
Closed -$512K – 513
2023
Q2 		$512K Buy
2,297
+1,331
+138% +$272K 0.05% 354
2023
Q1 		$214K Buy
+966
New +$238K 0.02% 565

Other funds holding ALB

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Arete Wealth Advisors's ALB Position: Q1 2026 in Review

Arete Wealth Advisors sold out of Albemarle (ALB) in Q1 2026, closing a stake of 1,586 shares — an estimated $224K sold.

Arete Wealth Advisors first reported a position in ALB in Q1 2023 and held it in 5 quarters. The position peaked at $687K in Q4 2023. 982 funds tracked by Wall St. Rank hold ALB as of Q1 2026.

  • Arete Wealth Advisors reported no remaining Albemarle position as of Q1 2026 after selling out during the quarter.
  • Arete Wealth Advisors sold 1,586 Albemarle shares in Q1 2026, an estimated $224K.
  • Arete Wealth Advisors first reported a position in Albemarle in Q1 2023 and held it in 5 quarters.
  • Arete Wealth Advisors's Albemarle position peaked at $687K in Q4 2023.
  • 982 funds tracked by Wall St. Rank held Albemarle as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.