IMA Advisory Services’s Albemarle ALB Stock Holding History

IMA Advisory Services’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	$2.7K	Buy	+15	New	+$2.56K	﹤0.01%	572
2023 Q4	–	Sell	-80	Closed	-$13.6K	–	76
2023 Q3	$13.6K	Hold	80	–	–	﹤0.01%	234
2023 Q2	$17.8K	Hold	80	–	–	﹤0.01%	230
2023 Q1	$17.7K	Hold	80	–	–	﹤0.01%	217
2022 Q4	$17.3K	Hold	80	–	–	﹤0.01%	229
2022 Q3	$21K	Hold	80	–	–	0.01%	215
2022 Q2	$17K	Sell	80 -30	-27%	-$6.69K	﹤0.01%	233
2022 Q1	$24K	Hold	110	–	–	0.01%	192
2021 Q4	$26K	Sell	110 -40	-27%	-$9.9K	0.01%	198
2021 Q3	$33K	Hold	150	–	–	0.01%	167
2021 Q2	$25K	Hold	150	–	–	0.01%	178
2021 Q1	$22K	Sell	150 -20	-12%	-$3.21K	0.01%	191
2020 Q4	$25K	Buy	+170	New	+$20.2K	0.01%	169

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

IMA Advisory Services's ALB Position: Q1 2026 in Review

IMA Advisory Services opened a new position in Albemarle (ALB) in Q1 2026: 15 shares worth $2.7K. The stake represents ﹤0.01% of the portfolio and ranks #572 among its holdings. This is a return to the name: IMA Advisory Services previously reported a position in ALB as recently as Q3 2023.

IMA Advisory Services first reported a position in ALB in Q4 2020 and has held it in 13 quarters since. The position peaked at $33K in Q3 2021. 982 funds tracked by Wall St. Rank hold ALB as of Q1 2026.

IMA Advisory Services held 15 shares of Albemarle worth $2.7K as of Q1 2026.
Albemarle was a new IMA Advisory Services position in Q1 2026.
Albemarle made up ﹤0.01% of IMA Advisory Services's portfolio in Q1 2026, its #572 holding.
IMA Advisory Services first reported a position in Albemarle in Q4 2020 and has held it in 13 quarters since.
IMA Advisory Services's Albemarle position peaked at $33K in Q3 2021.
982 funds tracked by Wall St. Rank held Albemarle as of Q1 2026.

Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.