Carson Wealth (CWM LLC)’s Albemarle ALB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $35M | Buy |
195,063
+21,867
| +13% | +$3.73M | 0.09% | 209 |
|
|
2025
Q4 | $24.5M | Buy |
173,196
+8,122
| +5% | +$922K | 0.07% | 263 |
|
|
2025
Q3 | $13.4M | Buy |
165,074
+21,257
| +15% | +$1.64M | 0.04% | 376 |
|
|
2025
Q2 | $9.01M | Buy |
143,817
+1,392
| +1% | +$82.3K | 0.03% | 415 |
|
|
2025
Q1 | $10.3M | Buy |
142,425
+23,953
| +20% | +$1.95M | 0.04% | 344 |
|
|
2024
Q4 | $10.2M | Buy |
118,472
+114,550
| +2,921% | +$11.4M | 0.04% | 319 |
|
|
2024
Q3 | $371K | Sell |
3,922
-47
| -1% | -$4.17K | ﹤0.01% | 1440 |
|
|
2024
Q2 | $379K | Sell |
3,969
-190
| -5% | -$22.6K | ﹤0.01% | 1294 |
|
|
2024
Q1 | $548K | Buy |
4,159
+680
| +20% | +$83.7K | ﹤0.01% | 1098 |
|
|
2023
Q4 | $503K | Buy |
3,479
+828
| +31% | +$114K | ﹤0.01% | 1062 |
|
|
2023
Q3 | $451K | Sell |
2,651
-67
| -2% | -$13.3K | ﹤0.01% | 1012 |
|
|
2023
Q2 | $606K | Buy |
2,718
+216
| +9% | +$44.2K | ﹤0.01% | 878 |
|
|
2023
Q1 | $553K | Buy |
2,502
+111
| +5% | +$27.4K | ﹤0.01% | 863 |
|
|
2022
Q4 | $519K | Buy |
2,391
+206
| +9% | +$54.9K | ﹤0.01% | 797 |
|
|
2022
Q3 | $578K | Buy |
2,185
+47
| +2% | +$12K | ﹤0.01% | 708 |
|
|
2022
Q2 | $447K | Buy |
2,138
+609
| +40% | +$136K | ﹤0.01% | 771 |
|
|
2022
Q1 | $338K | Buy |
1,529
+268
| +21% | +$56.6K | ﹤0.01% | 846 |
|
|
2021
Q4 | $295K | Buy |
+1,261
| New | +$312K | ﹤0.01% | 878 |
|
|
2021
Q2 | $288K | Hold |
1,712
| – | – | ﹤0.01% | 793 |
|
|
2021
Q1 | $288K | Hold |
1,712
| – | – | ﹤0.01% | 793 |
|
|
2020
Q4 | $288K | Hold |
1,712
| – | – | ﹤0.01% | 793 |
|
|
2020
Q3 | $288K | Hold |
1,712
| – | – | ﹤0.01% | 793 |
|
|
2020
Q2 | $288K | Hold |
1,712
| – | – | ﹤0.01% | 793 |
|
|
2020
Q1 | $288K | Hold |
1,712
| – | – | ﹤0.01% | 793 |
|
|
2019
Q4 | $288K | Hold |
1,712
| – | – | ﹤0.01% | 793 |
|
|
2019
Q3 | $288K | Hold |
1,712
| – | – | ﹤0.01% | 793 |
|
|
2019
Q2 | $288K | Hold |
1,712
| – | – | ﹤0.01% | 793 |
|
|
2019
Q1 | $288K | Buy |
1,712
+1,633
| +2,067% | +$134K | ﹤0.01% | 793 |
|
|
2018
Q4 | $6K | Buy |
79
+54
| +216% | +$5.1K | ﹤0.01% | 1469 |
|
|
2018
Q3 | $2K | Buy |
25
+14
| +127% | +$1.35K | ﹤0.01% | 1494 |
|
|
2018
Q2 | $1K | Buy |
+11
| New | +$1.06K | ﹤0.01% | 1467 |
|
|
2018
Q1 | – | Sell |
-38
| Closed | -$5K | – | 1392 |
|
|
2017
Q4 | $5K | Hold |
38
| – | – | ﹤0.01% | 1068 |
|
|
2017
Q3 | $5K | Buy |
+38
| New | +$4.52K | ﹤0.01% | 1062 |
|
Other funds holding ALB
VCM
VPM
Carson Wealth (CWM LLC)'s ALB Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its Albemarle (ALB) stake by 13% in Q1 2026, buying an estimated $3.73M and bringing the position to 195,063 shares worth $35M. The position accounts for 0.09% of the portfolio, ranked #209.
Carson Wealth (CWM LLC) first reported a position in ALB in Q3 2017 and has held it in 33 quarters since. 982 funds tracked by Wall St. Rank hold ALB as of Q1 2026.
- Carson Wealth (CWM LLC) held 195,063 shares of Albemarle worth $35M as of Q1 2026.
- Carson Wealth (CWM LLC) bought 21,867 Albemarle shares in Q1 2026, an estimated $3.73M.
- Albemarle made up 0.09% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #209 holding.
- Carson Wealth (CWM LLC) first reported a position in Albemarle in Q3 2017 and has held it in 33 quarters since.
- 982 funds tracked by Wall St. Rank held Albemarle as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.