Carolina Wealth Advisors’s Albemarle ALB Stock Holding History

Carolina 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 Q2	$19.8K	Buy	147 +60	+69%	+$10.6K	0.01%	157
2026 Q1	$15.6K	Buy	+87	New	+$14.9K	0.01%	151
2024 Q4	–	Sell	-10	Closed	-$947	–	299
2024 Q3	$947	Hold	10	–	–	﹤0.01%	307
2024 Q2	$955	Hold	10	–	–	﹤0.01%	198
2024 Q1	$1.32K	Hold	10	–	–	﹤0.01%	197
2023 Q4	$1.44K	Hold	10	–	–	﹤0.01%	210
2023 Q3	$1.7K	Hold	10	–	–	﹤0.01%	222
2023 Q2	$2.23K	Sell	10 -2,015	-100%	-$412K	﹤0.01%	211
2023 Q1	$448K	Buy	2,025 +1,985	+4,963%	+$489K	0.26%	59
2022 Q4	$9K	Hold	40	–	–	0.01%	147
2022 Q3	$11K	Hold	40	–	–	0.01%	140
2022 Q2	$8K	Hold	40	–	–	0.01%	174
2022 Q1	$9K	Hold	40	–	–	0.01%	183
2021 Q4	$9K	Hold	40	–	–	0.01%	189
2021 Q3	$9K	Buy	+40	New	+$8.54K	0.01%	181

Other funds holding ALB

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

AHT

Amanah Holdings Trust London $1.7B AUM 612.53% 1-Year Est. Return

CMF

Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Carolina Wealth Advisors's ALB Position: Q2 2026 in Review

Carolina Wealth Advisors increased its Albemarle (ALB) stake by 69% in Q2 2026, buying an estimated $10.6K and bringing the position to 147 shares worth $19.8K. The position accounts for 0.01% of the portfolio, ranked #157.

Carolina Wealth Advisors first reported a position in ALB in Q3 2021 and has held it in 15 quarters since. The position peaked at $448K in Q1 2023. 212 funds tracked by Wall St. Rank hold ALB as of Q2 2026.

Carolina Wealth Advisors held 147 shares of Albemarle worth $19.8K as of Q2 2026.
Carolina Wealth Advisors bought 60 Albemarle shares in Q2 2026, an estimated $10.6K.
Albemarle made up 0.01% of Carolina Wealth Advisors's portfolio in Q2 2026, its #157 holding.
Carolina Wealth Advisors first reported a position in Albemarle in Q3 2021 and has held it in 15 quarters since.
Carolina Wealth Advisors's Albemarle position peaked at $448K in Q1 2023.
212 funds tracked by Wall St. Rank held Albemarle as of Q2 2026.

Based on Carolina Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.