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Forum Financial Management’s Albemarle ALB Stock Holding History

Forum Financial 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
2026
Q1 		– Sell
-1,901
Closed -$269K – 359
2025
Q4 		$269K Buy
+1,901
New +$216K ﹤0.01% 809
2024
Q2 		– Sell
-1,833
Closed -$242K – 719
2024
Q1 		$242K Sell
1,833
-161
-8% -$19.8K ﹤0.01% 608
2023
Q4 		$288K Buy
1,994
+15
+0.8% +$2.06K 0.01% 472
2023
Q3 		$337K Hold
1,979
– – 0.01% 393
2023
Q2 		$441K Buy
1,979
+212
+12% +$43.4K 0.01% 317
2023
Q1 		$391K Hold
1,767
– – 0.01% 320
2022
Q4 		$383K Hold
1,767
– – 0.01% 322
2022
Q3 		$467K Sell
1,767
-13
-0.7% -$3.31K 0.02% 230
2022
Q2 		$372K Buy
1,780
+13
+0.7% +$2.9K 0.02% 296
2022
Q1 		$390K Hold
1,767
– – 0.02% 298
2021
Q4 		$413K Buy
+1,767
New +$437K 0.02% 295

Other funds holding ALB

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Forum Financial Management's ALB Position: Q1 2026 in Review

Forum Financial Management sold out of Albemarle (ALB) in Q1 2026, closing a stake of 1,901 shares — an estimated $269K sold.

Forum Financial Management first reported a position in ALB in Q4 2021 and held it in 11 quarters. The position peaked at $467K in Q3 2022. 982 funds tracked by Wall St. Rank hold ALB as of Q1 2026.

  • Forum Financial Management reported no remaining Albemarle position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 1,901 Albemarle shares in Q1 2026, an estimated $269K.
  • Forum Financial Management first reported a position in Albemarle in Q4 2021 and held it in 11 quarters.
  • Forum Financial Management's Albemarle position peaked at $467K in Q3 2022.
  • 982 funds tracked by Wall St. Rank held Albemarle as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.