Clifford Swan Investment Counsel’s Albemarle ALB Stock Holding History

Clifford Swan Investment Counsel’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 Q1	$20.5M	Sell	114,365 -2,900	-2%	-$495K	0.7%	44
2025 Q4	$16.6M	Sell	117,265 -1,774	-1%	-$201K	0.55%	52
2025 Q3	$9.65M	Sell	119,039 -427	-0.4%	-$32.9K	0.32%	83
2025 Q2	$7.49M	Sell	119,466 -7,627	-6%	-$451K	0.26%	91
2025 Q1	$9.15M	Buy	127,093 +1,453	+1%	+$118K	0.34%	81
2024 Q4	$10.8M	Buy	125,640 +1,222	+1%	+$122K	0.39%	72
2024 Q3	$11.8M	Buy	124,418 +982	+0.8%	+$87.2K	0.42%	71
2024 Q2	$11.8M	Buy	123,436 +9,182	+8%	+$1.09M	0.44%	65
2024 Q1	$15.1M	Buy	114,254 +12,996	+13%	+$1.6M	0.56%	56
2023 Q4	$14.6M	Buy	101,258 +293	+0.3%	+$40.2K	0.57%	57
2023 Q3	$17.2M	Sell	100,965 -305	-0.3%	-$60.8K	0.72%	43
2023 Q2	$22.6M	Buy	101,270 +4,745	+5%	+$970K	0.91%	32
2023 Q1	$21.3M	Sell	96,525 -343	-0.4%	-$84.5K	0.89%	34
2022 Q4	$21M	Sell	96,868 -480	-0.5%	-$128K	0.91%	33
2022 Q3	$25.7M	Sell	97,348 -6,634	-6%	-$1.69M	1.21%	15
2022 Q2	$21.7M	Sell	103,982 -1,187	-1%	-$265K	0.94%	31
2022 Q1	$23.3M	Buy	105,169 +321	+0.3%	+$67.8K	0.86%	35
2021 Q4	$24.5M	Sell	104,848 -5,910	-5%	-$1.46M	0.86%	36
2021 Q3	$28.3M	Sell	110,758 -11,030	-9%	-$2.36M	1.04%	28
2021 Q2	$25.2M	Sell	121,788 -9,549	-7%	-$1.54M	0.96%	31
2021 Q1	$19.2M	Sell	131,337 -23,373	-15%	-$3.75M	0.79%	40
2020 Q4	$22.8M	Sell	154,710 -35,474	-19%	-$4.21M	1%	33
2020 Q3	$17M	Sell	190,184 -1,360	-0.7%	-$120K	0.81%	38
2020 Q2	$14.8M	Sell	191,544 -7,283	-4%	-$495K	0.76%	42
2020 Q1	$11.2M	Sell	198,827 -8,200	-4%	-$628K	0.68%	47
2019 Q4	$15.1M	Sell	207,027 -9,805	-5%	-$655K	0.73%	45
2019 Q3	$15.1M	Buy	216,832 +10,215	+5%	+$696K	0.78%	42
2019 Q2	$14.5M	Buy	206,617 +51,742	+33%	+$3.82M	0.77%	44
2019 Q1	$12.7M	Buy	154,875 +9,000	+6%	+$736K	0.68%	50
2018 Q4	$11.2M	Buy	145,875 +25,843	+22%	+$2.44M	0.68%	53
2018 Q3	$12M	Hold	120,032	–	–	0.62%	54
2018 Q2	$11.3M	Hold	120,032	–	–	0.63%	55
2018 Q1	$11.1M	Sell	120,032 -5,000	-4%	-$551K	0.63%	57
2017 Q4	$16M	Buy	125,032 +85,824	+219%	+$11.6M	0.87%	40
2017 Q3	$5.34M	Hold	39,208	–	–	0.32%	88
2017 Q2	$4.14M	Buy	39,208 +208	+0.5%	+$22.6K	0.26%	96
2017 Q1	$4.12M	Hold	39,000	–	–	0.26%	96
2016 Q4	$3.36M	Hold	39,000	–	–	0.22%	98
2016 Q3	$3.33M	Hold	39,000	–	–	0.23%	98
2016 Q2	$3.09M	Hold	39,000	–	–	0.21%	101
2016 Q1	$2.49M	Hold	39,000	–	–	0.17%	109
2015 Q4	$2.18M	Hold	39,000	–	–	0.15%	111
2015 Q3	$1.72M	Hold	39,000	–	–	0.12%	117
2015 Q2	$2.16M	Hold	39,000	–	–	0.14%	109
2015 Q1	$2.06M	Hold	39,000	–	–	0.14%	111
2014 Q4	$2.35M	Hold	39,000	–	–	0.15%	105
2014 Q3	$2.3M	Hold	39,000	–	–	0.16%	104
2014 Q2	$2.79M	Hold	39,000	–	–	0.19%	100
2014 Q1	$2.59M	Hold	39,000	–	–	0.18%	100
2013 Q4	$2.47M	Sell	39,000 -1,000	-3%	-$66.4K	0.18%	100
2013 Q3	$2.52M	Hold	40,000	–	–	0.2%	92
2013 Q2	$2.49M	Buy	+40,000	New	+$2.51M	0.21%	89

Other funds holding ALB

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Clifford Swan Investment Counsel's ALB Position: Q1 2026 in Review

Clifford Swan Investment Counsel reduced its Albemarle (ALB) stake by 2.5% in Q1 2026, selling an estimated $495K and leaving 114,365 shares worth $20.5M. The position accounts for 0.7% of the portfolio, ranked #44.

Clifford Swan Investment Counsel first reported a position in ALB in Q2 2013 and has held it in 52 quarters since. The position peaked at $28.3M in Q3 2021. 983 funds tracked by Wall St. Rank hold ALB as of Q1 2026.

Clifford Swan Investment Counsel held 114,365 shares of Albemarle worth $20.5M as of Q1 2026.
Clifford Swan Investment Counsel sold 2,900 Albemarle shares in Q1 2026, an estimated $495K.
Albemarle made up 0.7% of Clifford Swan Investment Counsel's portfolio in Q1 2026, its #44 holding.
Clifford Swan Investment Counsel first reported a position in Albemarle in Q2 2013 and has held it in 52 quarters since.
Clifford Swan Investment Counsel's Albemarle position peaked at $28.3M in Q3 2021.
983 funds tracked by Wall St. Rank held Albemarle as of Q1 2026.

Based on Clifford Swan Investment Counsel's 13F filing for Q1 2026, filed 6 May 2026.