GoalVest Advisory
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GoalVest Advisory’s Albemarle ALB Stock Holding History

GoalVest Advisory’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
Q3 		$11.6K Hold
110
– – ﹤0.01% 417
2026
Q2 		$14.9K Hold
110
– – ﹤0.01% 331
2026
Q1 		$19.7K Hold
110
– – ﹤0.01% 333
2025
Q4 		$15.6K Buy
+110
New +$12.5K ﹤0.01% 382
2025
Q2 		– Sell
-3
Closed -$216 – 366
2025
Q1 		$216 Buy
+3
New +$244 ﹤0.01% 439
2022
Q2 		– Sell
-1
Closed – – 308
2022
Q1 		$0 Buy
+1
New +$211 ﹤0.01% 376

Other funds holding ALB

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return

GoalVest Advisory's ALB Position: Q3 2026 in Review

GoalVest Advisory held its Albemarle (ALB) position steady in Q3 2026 at 110 shares worth $11.6K. The position accounts for ﹤0.01% of the portfolio, ranked #417.

GoalVest Advisory first reported a position in ALB in Q1 2022 and has held it in 6 quarters since. The position peaked at $19.7K in Q1 2026. 708 funds tracked by Wall St. Rank hold ALB as of Q3 2026.

  • GoalVest Advisory held 110 shares of Albemarle worth $11.6K as of Q3 2026.
  • GoalVest Advisory left its Albemarle share count unchanged in Q3 2026.
  • Albemarle made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #417 holding.
  • GoalVest Advisory first reported a position in Albemarle in Q1 2022 and has held it in 6 quarters since.
  • GoalVest Advisory's Albemarle position peaked at $19.7K in Q1 2026.
  • 708 funds tracked by Wall St. Rank held Albemarle as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.