Estate Planners Group’s Albemarle ALB Stock Holding History

Estate Planners Group’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	–	Sell	-175	Closed	-$24.8K	–	93
2025 Q4	$24.8K	Buy	+175	New	+$19.9K	0.01%	189

Other funds holding ALB

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Estate Planners Group's ALB Position: Q1 2026 in Review

Estate Planners Group sold out of Albemarle (ALB) in Q1 2026, closing a stake of 175 shares — an estimated $24.8K sold.

Estate Planners Group first reported a position in ALB in Q4 2025 and held it in 1 quarter. The position peaked at $24.8K in Q4 2025. 987 funds tracked by Wall St. Rank hold ALB as of Q1 2026.

Estate Planners Group reported no remaining Albemarle position as of Q1 2026 after selling out during the quarter.
Estate Planners Group sold 175 Albemarle shares in Q1 2026, an estimated $24.8K.
Estate Planners Group first reported a position in Albemarle in Q4 2025 and held it in 1 quarter.
Estate Planners Group's Albemarle position peaked at $24.8K in Q4 2025.
987 funds tracked by Wall St. Rank held Albemarle as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.