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 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 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

EP Wealth Advisors's ALB Position: Q1 2026 in Review

EP Wealth Advisors reduced its Albemarle (ALB) stake by 46% in Q1 2026, selling an estimated $318K and leaving 2,168 shares worth $389K. The position accounts for ﹤0.01% of the portfolio, ranked #1019.

EP Wealth Advisors first reported a position in ALB in Q4 2022 and has held it in 12 quarters since. The position peaked at $1M in Q1 2023. 982 funds tracked by Wall St. Rank hold ALB as of Q1 2026.

EP Wealth Advisors held 2,168 shares of Albemarle worth $389K as of Q1 2026.
EP Wealth Advisors sold 1,864 Albemarle shares in Q1 2026, an estimated $318K.
Albemarle made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #1019 holding.
EP Wealth Advisors first reported a position in Albemarle in Q4 2022 and has held it in 12 quarters since.
EP Wealth Advisors's Albemarle position peaked at $1M in Q1 2023.
982 funds tracked by Wall St. Rank held Albemarle as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.