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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

Other funds holding ALB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bard Financial Services's ALB Position: Q3 2025 in Review

Bard Financial Services increased its Albemarle (ALB) stake by 45% in Q3 2025, buying an estimated $1.03M and bringing the position to 42,895 shares worth $3.48M. The position accounts for 0.38% of the portfolio, ranked #69.

Bard Financial Services first reported a position in ALB in Q3 2021 and has held it in 13 quarters since. 767 funds tracked by Wall St. Rank hold ALB as of Q3 2025.

  • Bard Financial Services held 42,895 shares of Albemarle worth $3.48M as of Q3 2025.
  • Bard Financial Services bought 13,380 Albemarle shares in Q3 2025, an estimated $1.03M.
  • Albemarle made up 0.38% of Bard Financial Services's portfolio in Q3 2025, its #69 holding.
  • Bard Financial Services first reported a position in Albemarle in Q3 2021 and has held it in 13 quarters since.
  • 767 funds tracked by Wall St. Rank held Albemarle as of Q3 2025.

Based on Bard Financial Services's 13F filing for Q3 2025, filed 17 Oct 2025.