Evermay Wealth Management’s Albemarle ALB Stock Holding History

Evermay Wealth Management’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
2025 Q4	–	Sell	-670	Closed	-$76K	–	565
2025 Q3	$54.6K	Hold	670	–	–	0.01%	321
2025 Q2	$42.2K	Hold	670	–	–	0.01%	334
2025 Q1	$48.5K	Buy	670 +306	+84%	+$24.9K	0.01%	323
2024 Q4	$31.5K	Sell	364 -291	-44%	-$29K	﹤0.01%	353
2024 Q3	$62.3K	Buy	+655	New	+$58.1K	0.01%	318
2024 Q1	–	Sell	-84	Closed	-$12.1K	–	615
2023 Q4	$12.1K	Hold	84	–	–	﹤0.01%	434
2023 Q3	$14.3K	Hold	84	–	–	﹤0.01%	395
2023 Q2	$18.7K	Hold	84	–	–	﹤0.01%	383
2023 Q1	$18.6K	Hold	84	–	–	﹤0.01%	370
2022 Q4	$18.2K	Hold	84	–	–	﹤0.01%	373
2022 Q3	$22K	Hold	84	–	–	﹤0.01%	342
2022 Q2	$18K	Hold	84	–	–	﹤0.01%	348
2022 Q1	$19K	Hold	84	–	–	﹤0.01%	368
2021 Q4	$20K	Sell	84 -97	-54%	-$24K	﹤0.01%	354
2021 Q3	$40K	Sell	181 -69	-28%	-$14.7K	0.01%	288
2021 Q2	$42K	Buy	+250	New	+$40.3K	0.01%	301

Other funds holding ALB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

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

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Evermay Wealth Management's ALB Position: Q4 2025 in Review

Evermay Wealth Management sold out of Albemarle (ALB) in Q4 2025, closing a stake of 670 shares — an estimated $76K sold.

Evermay Wealth Management first reported a position in ALB in Q2 2021 and held it in 16 quarters. The position peaked at $62.3K in Q3 2024. 907 funds tracked by Wall St. Rank hold ALB as of Q4 2025.

Evermay Wealth Management reported no remaining Albemarle position as of Q4 2025 after selling out during the quarter.
Evermay Wealth Management sold 670 Albemarle shares in Q4 2025, an estimated $76K.
Evermay Wealth Management first reported a position in Albemarle in Q2 2021 and held it in 16 quarters.
Evermay Wealth Management's Albemarle position peaked at $62.3K in Q3 2024.
907 funds tracked by Wall St. Rank held Albemarle as of Q4 2025.

Based on Evermay Wealth Management's 13F filing for Q4 2025, filed 22 Jan 2026.