Heritage Wealth Advisors’s Albemarle ALB Stock Holding History

Heritage Wealth Advisors’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	$539K	Hold	3,000	–	–	0.02%	120
2025 Q4	$424K	Hold	3,000	–	–	0.02%	155
2025 Q3	$243K	Hold	3,000	–	–	0.01%	192
2025 Q2	$188K	Sell	3,000 -2	-0.1%	-$118	0.01%	212
2025 Q1	$216K	Sell	3,002 -16	-0.5%	-$1.3K	0.01%	194
2024 Q4	$260K	Buy	3,018 +3	+0.1%	+$299	0.01%	179
2024 Q3	$286K	Buy	3,015 +15	+0.5%	+$1.33K	0.01%	181
2024 Q2	$287K	Hold	3,000	–	–	0.01%	172
2024 Q1	$395K	Hold	3,000	–	–	0.02%	161
2023 Q4	$433K	Hold	3,000	–	–	0.02%	153
2023 Q3	$510K	Hold	3,000	–	–	0.03%	130
2023 Q2	$669K	Hold	3,000	–	–	0.04%	112
2023 Q1	$663K	Hold	3,000	–	–	0.04%	106
2022 Q4	$651K	Hold	3,000	–	–	0.04%	108
2022 Q3	$793K	Hold	3,000	–	–	0.06%	87
2022 Q2	$627K	Hold	3,000	–	–	0.04%	105
2022 Q1	$663K	Hold	3,000	–	–	0.04%	111
2021 Q4	$701K	Hold	3,000	–	–	0.04%	121
2021 Q3	$657K	Hold	3,000	–	–	0.04%	118
2021 Q2	$505K	Hold	3,000	–	–	0.03%	138
2021 Q1	$438K	Hold	3,000	–	–	0.03%	149
2020 Q4	$443K	Buy	+3,000	New	+$356K	0.03%	138

Other funds holding ALB

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

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

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

Heritage Wealth Advisors's ALB Position: Q1 2026 in Review

Heritage Wealth Advisors held its Albemarle (ALB) position steady in Q1 2026 at 3,000 shares worth $539K. The position accounts for 0.02% of the portfolio, ranked #120.

Heritage Wealth Advisors first reported a position in ALB in Q4 2020 and has held it in 22 quarters since. The position peaked at $793K in Q3 2022. 982 funds tracked by Wall St. Rank hold ALB as of Q1 2026.

Heritage Wealth Advisors held 3,000 shares of Albemarle worth $539K as of Q1 2026.
Heritage Wealth Advisors left its Albemarle share count unchanged in Q1 2026.
Albemarle made up 0.02% of Heritage Wealth Advisors's portfolio in Q1 2026, its #120 holding.
Heritage Wealth Advisors first reported a position in Albemarle in Q4 2020 and has held it in 22 quarters since.
Heritage Wealth Advisors's Albemarle position peaked at $793K in Q3 2022.
982 funds tracked by Wall St. Rank held Albemarle as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.