Axxcess Wealth Management’s Albemarle ALB Stock Holding History

Axxcess Wealth Management’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	-1,430	Closed	-$202K	–	397
2025 Q4	$202K	Buy	+1,430	New	+$162K	﹤0.01%	990
2024 Q2	–	Sell	-1,600	Closed	-$211K	–	846
2024 Q1	$211K	Buy	+1,600	New	+$197K	0.01%	800
2022 Q4	–	Sell	-2,141	Closed	-$566K	–	611
2022 Q3	$566K	Buy	2,141 +109	+5%	+$27.7K	0.05%	294
2022 Q2	$425K	Buy	+2,032	New	+$453K	0.04%	334

Other funds holding ALB

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Axxcess Wealth Management's ALB Position: Q1 2026 in Review

Axxcess Wealth Management sold out of Albemarle (ALB) in Q1 2026, closing a stake of 1,430 shares — an estimated $202K sold.

Axxcess Wealth Management first reported a position in ALB in Q2 2022 and held it in 4 quarters. The position peaked at $566K in Q3 2022. 982 funds tracked by Wall St. Rank hold ALB as of Q1 2026.

Axxcess Wealth Management reported no remaining Albemarle position as of Q1 2026 after selling out during the quarter.
Axxcess Wealth Management sold 1,430 Albemarle shares in Q1 2026, an estimated $202K.
Axxcess Wealth Management first reported a position in Albemarle in Q2 2022 and held it in 4 quarters.
Axxcess Wealth Management's Albemarle position peaked at $566K in Q3 2022.
982 funds tracked by Wall St. Rank held Albemarle as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.