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Balboa Wealth Partners’s Albemarle ALB Stock Holding History

Balboa Wealth Partners’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 		$351K Sell
2,600
-722
-22% -$127K 0.05% 304
2026
Q1 		$596K Sell
3,322
-330
-9% -$56.3K 0.1% 171
2025
Q4 		$517K Buy
3,652
+502
+16% +$57K 0.09% 188
2025
Q3 		$255K Sell
3,150
-137
-4% -$10.6K 0.04% 308
2025
Q2 		$206K Sell
3,287
-2,050
-38% -$121K 0.04% 318
2025
Q1 		$384K Hold
5,337
– – 0.09% 157
2024
Q4 		$459K Hold
5,337
– – 0.1% 150
2024
Q3 		$505K Sell
5,337
-339
-6% -$30.1K 0.13% 141
2024
Q2 		$542K Buy
5,676
+142
+3% +$16.9K 0.14% 126
2024
Q1 		$729K Sell
5,534
-858
-13% -$106K 0.21% 85
2023
Q4 		$924K Sell
6,392
-1,742
-21% -$239K 0.31% 63
2023
Q3 		$1.38M Buy
8,134
+2,442
+43% +$486K 0.52% 30
2023
Q2 		$1.27M Buy
5,692
+791
+16% +$162K 0.44% 36
2023
Q1 		$1.08M Buy
4,901
+1,526
+45% +$376K 0.41% 47
2022
Q4 		$732K Buy
3,375
+475
+16% +$127K 0.33% 72
2022
Q3 		$767K Buy
+2,900
New +$737K 0.34% 61

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

Balboa Wealth Partners's ALB Position: Q2 2026 in Review

Balboa Wealth Partners reduced its Albemarle (ALB) stake by 22% in Q2 2026, selling an estimated $127K and leaving 2,600 shares worth $351K. The position accounts for 0.05% of the portfolio, ranked #304.

Balboa Wealth Partners first reported a position in ALB in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.38M in Q3 2023. 945 funds tracked by Wall St. Rank hold ALB as of Q2 2026.

  • Balboa Wealth Partners held 2,600 shares of Albemarle worth $351K as of Q2 2026.
  • Balboa Wealth Partners sold 722 Albemarle shares in Q2 2026, an estimated $127K.
  • Albemarle made up 0.05% of Balboa Wealth Partners's portfolio in Q2 2026, its #304 holding.
  • Balboa Wealth Partners first reported a position in Albemarle in Q3 2022 and has held it in 16 quarters since.
  • Balboa Wealth Partners's Albemarle position peaked at $1.38M in Q3 2023.
  • 945 funds tracked by Wall St. Rank held Albemarle as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.