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Bard Financial Services’s Albemarle ALB Stock Holding History

Bard Financial Services’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
2025
Q3 		$3.48M Buy
42,895
+13,380
+45% +$1.03M 0.38% 69
2025
Q2 		$1.85M Buy
+29,515
New +$1.75M 0.22% 88
2024
Q2 		– Sell
-1,685
Closed -$222K – 223
2024
Q1 		$222K Sell
1,685
-250
-13% -$30.8K 0.02% 207
2023
Q4 		$280K Buy
1,935
+385
+25% +$52.9K 0.03% 193
2023
Q3 		$264K Hold
1,550
– – 0.03% 190
2023
Q2 		$346K Hold
1,550
– – 0.03% 243
2023
Q1 		$343K Buy
1,550
+125
+9% +$30.8K 0.03% 247
2022
Q4 		$309K Buy
1,425
+200
+16% +$53.3K 0.03% 244
2022
Q3 		$324K Hold
1,225
– – 0.03% 229
2022
Q2 		$256K Buy
1,225
+50
+4% +$11.2K 0.02% 245
2022
Q1 		$260K Buy
1,175
+300
+34% +$63.4K 0.02% 259
2021
Q4 		$205K Sell
875
-75
-8% -$18.6K 0.02% 268
2021
Q3 		$208K Buy
+950
New +$203K 0.02% 257

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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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return