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EP Wealth Advisors’s Albemarle ALB Stock Holding History

EP 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 		$1.49M Buy
11,015
+8,847
+408% +$1.56M 0.01% 652
2026
Q1 		$389K Sell
2,168
-1,864
-46% -$318K ﹤0.01% 1019
2025
Q4 		$570K Buy
+4,032
New +$458K ﹤0.01% 822
2025
Q2 		$278K Buy
+4,436
New +$262K ﹤0.01% 1063
2025
Q1 		– Sell
-2,816
Closed -$242K – 1284
2024
Q4 		$242K Buy
2,816
+15
+0.5% +$1.49K ﹤0.01% 967
2024
Q3 		$265K Sell
2,801
-78
-3% -$6.92K ﹤0.01% 909
2024
Q2 		$275K Sell
2,879
-575
-17% -$68.4K ﹤0.01% 679
2024
Q1 		$455K Sell
3,454
-656
-16% -$80.8K 0.01% 528
2023
Q4 		$594K Sell
4,110
-287
-7% -$39.4K 0.01% 461
2023
Q3 		$748K Sell
4,397
-132
-3% -$26.3K 0.01% 385
2023
Q2 		$987K Hold
4,529
– – 0.01% 340
2023
Q1 		$1M Buy
4,529
+163
+4% +$40.2K 0.02% 303
2022
Q4 		$947K Buy
+4,366
New +$1.16M 0.02% 290

Other funds holding ALB

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

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

EP Wealth Advisors increased its Albemarle (ALB) stake by 408% in Q2 2026, buying an estimated $1.56M and bringing the position to 11,015 shares worth $1.49M. The position accounts for 0.01% of the portfolio, ranked #652.

EP Wealth Advisors first reported a position in ALB in Q4 2022 and has held it in 13 quarters since. 942 funds tracked by Wall St. Rank hold ALB as of Q2 2026.

  • EP Wealth Advisors held 11,015 shares of Albemarle worth $1.49M as of Q2 2026.
  • EP Wealth Advisors bought 8,847 Albemarle shares in Q2 2026, an estimated $1.56M.
  • Albemarle made up 0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #652 holding.
  • EP Wealth Advisors first reported a position in Albemarle in Q4 2022 and has held it in 13 quarters since.
  • 942 funds tracked by Wall St. Rank held Albemarle as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.