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 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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

AHT

Amanah Holdings Trust London $1.7B AUM 612.53% 1-Year Est. Return

Sava Infond Maribor, Slovenia $1.41B AUM 69.95% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

ONSWM

Old North State Wealth Management Wilmington, North Carolina $234M AUM 31.73% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

GoalVest Advisory's ALB Position: Q2 2026 in Review

GoalVest Advisory held its Albemarle (ALB) position steady in Q2 2026 at 110 shares worth $14.9K. The position accounts for ﹤0.01% of the portfolio, ranked #331.

GoalVest Advisory first reported a position in ALB in Q1 2022 and has held it in 5 quarters since. The position peaked at $19.7K in Q1 2026. 113 funds tracked by Wall St. Rank hold ALB as of Q2 2026.

GoalVest Advisory held 110 shares of Albemarle worth $14.9K as of Q2 2026.
GoalVest Advisory left its Albemarle share count unchanged in Q2 2026.
Albemarle made up ﹤0.01% of GoalVest Advisory's portfolio in Q2 2026, its #331 holding.
GoalVest Advisory first reported a position in Albemarle in Q1 2022 and has held it in 5 quarters since.
GoalVest Advisory's Albemarle position peaked at $19.7K in Q1 2026.
113 funds tracked by Wall St. Rank held Albemarle as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.