Creative Planning’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 | $5.21M | Buy |
29,033
+10,536
| +57% | +$1.8M | ﹤0.01% | 1160 |
|
|
2025
Q4 | $2.62M | Buy |
18,497
+2,947
| +19% | +$335K | ﹤0.01% | 1491 |
|
|
2025
Q3 | $1.26M | Buy |
15,550
+4,813
| +45% | +$371K | ﹤0.01% | 1907 |
|
|
2025
Q2 | $673K | Sell |
10,737
-5,691
| -35% | -$337K | ﹤0.01% | 2203 |
|
|
2025
Q1 | $1.18M | Sell |
16,428
-4,182
| -20% | -$340K | ﹤0.01% | 1585 |
|
|
2024
Q4 | $1.77M | Sell |
20,610
-2,322
| -10% | -$231K | ﹤0.01% | 1212 |
|
|
2024
Q3 | $2.17M | Sell |
22,932
-16,691
| -42% | -$1.48M | ﹤0.01% | 1019 |
|
|
2024
Q2 | $3.78M | Buy |
39,623
+24,704
| +166% | +$2.94M | ﹤0.01% | 720 |
|
|
2024
Q1 | $1.97M | Buy |
14,919
+871
| +6% | +$107K | ﹤0.01% | 961 |
|
|
2023
Q4 | $2.03M | Sell |
14,048
-9,589
| -41% | -$1.32M | ﹤0.01% | 912 |
|
|
2023
Q3 | $4.02M | Buy |
23,637
+13,183
| +126% | +$2.63M | 0.01% | 593 |
|
|
2023
Q2 | $2.33M | Buy |
10,454
+2,725
| +35% | +$557K | ﹤0.01% | 748 |
|
|
2023
Q1 | $1.71M | Sell |
7,729
-408
| -5% | -$101K | ﹤0.01% | 842 |
|
|
2022
Q4 | $1.76M | Buy |
8,137
+583
| +8% | +$155K | ﹤0.01% | 795 |
|
|
2022
Q3 | $2M | Buy |
7,554
+409
| +6% | +$104K | ﹤0.01% | 700 |
|
|
2022
Q2 | $1.49M | Buy |
7,145
+2,535
| +55% | +$566K | ﹤0.01% | 806 |
|
|
2022
Q1 | $1.02M | Sell |
4,610
-943
| -17% | -$199K | ﹤0.01% | 970 |
|
|
2021
Q4 | $1.3M | Buy |
5,553
+676
| +14% | +$167K | ﹤0.01% | 839 |
|
|
2021
Q3 | $1.07M | Sell |
4,877
-266
| -5% | -$56.8K | ﹤0.01% | 914 |
|
|
2021
Q2 | $866K | Sell |
5,143
-1,479
| -22% | -$239K | ﹤0.01% | 1001 |
|
|
2021
Q1 | $968K | Sell |
6,622
-172
| -3% | -$27.6K | ﹤0.01% | 1042 |
|
|
2020
Q4 | $1M | Buy |
6,794
+2,514
| +59% | +$298K | ﹤0.01% | 947 |
|
|
2020
Q3 | $382K | Buy |
+4,280
| New | +$379K | ﹤0.01% | 1270 |
|
|
2020
Q2 | – | Sell |
-4,010
| Closed | -$226K | – | 2017 |
|
|
2020
Q1 | $226K | Buy |
4,010
+146
| +4% | +$11.2K | ﹤0.01% | 1328 |
|
|
2019
Q4 | $282K | Sell |
3,864
-385
| -9% | -$25.7K | ﹤0.01% | 1436 |
|
|
2019
Q3 | $295K | Buy |
4,249
+457
| +12% | +$31.1K | ﹤0.01% | 1371 |
|
|
2019
Q2 | $267K | Buy |
3,792
+217
| +6% | +$16K | ﹤0.01% | 1438 |
|
|
2019
Q1 | $293K | Sell |
3,575
-876
| -20% | -$71.6K | ﹤0.01% | 1333 |
|
|
2018
Q4 | $343K | Buy |
4,451
+242
| +6% | +$22.8K | ﹤0.01% | 1159 |
|
|
2018
Q3 | $420K | Buy |
4,209
+132
| +3% | +$12.8K | ﹤0.01% | 1188 |
|
|
2018
Q2 | $385K | Sell |
4,077
-692
| -15% | -$66.4K | ﹤0.01% | 1219 |
|
|
2018
Q1 | $442K | Sell |
4,769
-1,795
| -27% | -$198K | ﹤0.01% | 1140 |
|
|
2017
Q4 | $839K | Buy |
6,564
+2,723
| +71% | +$369K | ﹤0.01% | 823 |
|
|
2017
Q3 | $524K | Buy |
3,841
+335
| +10% | +$39.8K | ﹤0.01% | 1038 |
|
|
2017
Q2 | $370K | Buy |
3,506
+359
| +11% | +$39K | ﹤0.01% | 1172 |
|
|
2017
Q1 | $332K | Buy |
3,147
+1,952
| +163% | +$190K | ﹤0.01% | 1206 |
|
|
2016
Q4 | $103K | Sell |
1,195
-33
| -3% | -$2.79K | ﹤0.01% | 1840 |
|
|
2016
Q3 | $105K | Buy |
1,228
+177
| +17% | +$14.6K | ﹤0.01% | 1811 |
|
|
2016
Q2 | $83K | Buy |
1,051
+66
| +7% | +$4.84K | ﹤0.01% | 1791 |
|
|
2016
Q1 | $63K | Sell |
985
-48
| -5% | -$2.63K | ﹤0.01% | 1928 |
|
|
2015
Q4 | $58K | Sell |
1,033
-128
| -11% | -$6.59K | ﹤0.01% | 1992 |
|
|
2015
Q3 | $51K | Buy |
+1,161
| New | +$56.7K | ﹤0.01% | 2023 |
|
|
2015
Q2 | – | Sell |
-1,808
| Closed | -$96K | – | 1154 |
|
|
2015
Q1 | $96K | Buy |
1,808
+1,270
| +236% | +$69.4K | ﹤0.01% | 1593 |
|
|
2014
Q4 | $32K | Buy |
538
+88
| +20% | +$5.18K | ﹤0.01% | 2296 |
|
|
2014
Q3 | $27K | Buy |
+450
| New | +$29.2K | ﹤0.01% | 2314 |
|
|
2014
Q1 | – | Sell |
-34
| Closed | -$2K | – | 3613 |
|
|
2013
Q4 | $2K | Sell |
34
-223
| -87% | -$14.8K | ﹤0.01% | 3077 |
|
|
2013
Q3 | $16K | Buy |
257
+223
| +656% | +$14K | ﹤0.01% | 2205 |
|
|
2013
Q2 | $2K | Buy |
+34
| New | +$2.14K | ﹤0.01% | 2806 |
|
Other funds holding ALB
VCM
VPM
Creative Planning's ALB Position: Q1 2026 in Review
Creative Planning increased its Albemarle (ALB) stake by 57% in Q1 2026, buying an estimated $1.8M and bringing the position to 29,033 shares worth $5.21M. The position accounts for ﹤0.01% of the portfolio, ranked #1160.
Creative Planning first reported a position in ALB in Q2 2013 and has held it in 48 quarters since. 982 funds tracked by Wall St. Rank hold ALB as of Q1 2026.
- Creative Planning held 29,033 shares of Albemarle worth $5.21M as of Q1 2026.
- Creative Planning bought 10,536 Albemarle shares in Q1 2026, an estimated $1.8M.
- Albemarle made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1160 holding.
- Creative Planning first reported a position in Albemarle in Q2 2013 and has held it in 48 quarters since.
- 982 funds tracked by Wall St. Rank held Albemarle as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.