CWC
ALB icon

Carolinas Wealth Consulting’s Albemarle ALB Stock Holding History

Carolinas Wealth Consulting’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
Q1 		– Sell
-13
Closed -$1.13K – 1016
2024
Q4 		$1.13K Buy
13
+8
+160% +$797 ﹤0.01% 927
2024
Q3 		$476 Sell
5
-6
-55% -$533 ﹤0.01% 1012
2024
Q2 		$1.06K Buy
+11
New +$1.31K ﹤0.01% 904
2024
Q1 		– Sell
-2
Closed -$290 – 1035
2023
Q4 		$290 Hold
2
– – ﹤0.01% 969
2023
Q3 		$254 Sell
2
-53
-96% -$10.6K ﹤0.01% 987
2023
Q2 		$12.3K Hold
55
– – ﹤0.01% 566
2023
Q1 		$12.2K Hold
55
– – ﹤0.01% 581
2022
Q4 		$11.9K Sell
55
-1
-2% -$267 ﹤0.01% 592
2022
Q3 		$15K Buy
56
+1
+2% +$254 ﹤0.01% 486
2022
Q2 		$12K Hold
55
– – ﹤0.01% 536
2022
Q1 		$12K Hold
55
– – ﹤0.01% 571
2021
Q4 		$13K Buy
+55
New +$13.6K ﹤0.01% 574
2021
Q2 		– Sell
-100
Closed -$15K – 940
2021
Q1 		$15K Buy
+100
New +$16K ﹤0.01% 558

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 $733B AUM 35.63% 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 $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Carolinas Wealth Consulting's ALB Position: Q1 2025 in Review

Carolinas Wealth Consulting sold out of Albemarle (ALB) in Q1 2025, closing a stake of 13 shares — an estimated $1.13K sold.

Carolinas Wealth Consulting first reported a position in ALB in Q1 2021 and held it in 13 quarters. The position peaked at $15K in Q3 2022. 765 funds tracked by Wall St. Rank hold ALB as of Q1 2025.

  • Carolinas Wealth Consulting reported no remaining Albemarle position as of Q1 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 13 Albemarle shares in Q1 2025, an estimated $1.13K.
  • Carolinas Wealth Consulting first reported a position in Albemarle in Q1 2021 and held it in 13 quarters.
  • Carolinas Wealth Consulting's Albemarle position peaked at $15K in Q3 2022.
  • 765 funds tracked by Wall St. Rank held Albemarle as of Q1 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q1 2025, filed 14 Aug 2025.