Invesco’s Alexander & Baldwin ALEX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-361,381
Closed -$7.46M 3742
2025
Q4
$7.46M Sell
361,381
-20,434
-5% -$355K ﹤0.01% 2035
2025
Q3
$6.95M Sell
381,815
-40,300
-10% -$740K ﹤0.01% 2055
2025
Q2
$7.53M Sell
422,115
-27,579
-6% -$480K ﹤0.01% 1958
2025
Q1
$7.75M Sell
449,694
-7,683
-2% -$136K ﹤0.01% 1927
2024
Q4
$8.11M Buy
457,377
+9,705
+2% +$183K ﹤0.01% 1982
2024
Q3
$8.6M Sell
447,672
-27,519
-6% -$519K ﹤0.01% 1924
2024
Q2
$8.06M Sell
475,191
-78,714
-14% -$1.29M ﹤0.01% 1932
2024
Q1
$9.12M Sell
553,905
-28,411
-5% -$489K ﹤0.01% 1869
2023
Q4
$11.1M Buy
582,316
+4,042
+0.7% +$68.3K ﹤0.01% 1753
2023
Q3
$9.67M Buy
578,274
+17,224
+3% +$312K ﹤0.01% 1783
2023
Q2
$10.4M Buy
561,050
+47,234
+9% +$885K ﹤0.01% 1791
2023
Q1
$9.72M Sell
513,816
-48,124
-9% -$912K ﹤0.01% 1812
2022
Q4
$10.5M Buy
561,940
+9,846
+2% +$186K ﹤0.01% 1808
2022
Q3
$9.15M Sell
552,094
-36,442
-6% -$670K ﹤0.01% 1856
2022
Q2
$10.6M Buy
588,536
+300,573
+104% +$6.19M ﹤0.01% 1812
2022
Q1
$6.68M Buy
287,963
+40,076
+16% +$924K ﹤0.01% 2218
2021
Q4
$6.22M Buy
247,887
+8,950
+4% +$216K ﹤0.01% 2287
2021
Q3
$5.6M Buy
238,937
+37,475
+19% +$769K ﹤0.01% 2327
2021
Q2
$3.69M Buy
201,462
+17,566
+10% +$324K ﹤0.01% 2580
2021
Q1
$3.09M Buy
183,896
+92,365
+101% +$1.58M ﹤0.01% 2598
2020
Q4
$1.57M Buy
91,531
+8,225
+10% +$120K ﹤0.01% 2737
2020
Q3
$933K Sell
83,306
-1,420
-2% -$17K ﹤0.01% 2850
2020
Q2
$1.03M Sell
84,726
-116
-0.1% -$1.37K ﹤0.01% 2788
2020
Q1
$952K Sell
84,842
-76,466
-47% -$1.43M ﹤0.01% 2749
2019
Q4
$3.38M Sell
161,308
-56,026
-26% -$1.27M ﹤0.01% 2391
2019
Q3
$5.33M Buy
217,334
+2,401
+1% +$56.3K ﹤0.01% 2096
2019
Q2
$4.96M Sell
214,933
-929
-0.4% -$22K ﹤0.01% 2187
2019
Q1
$5.49M Buy
215,862
+69,555
+48% +$1.6M ﹤0.01% 1952
2018
Q4
$2.69M Buy
146,307
+40,977
+39% +$826K ﹤0.01% 2343
2018
Q3
$2.39M Sell
105,330
-135
-0.1% -$3.2K ﹤0.01% 2636
2018
Q2
$2.48M Buy
105,465
+33,326
+46% +$740K ﹤0.01% 2625
2018
Q1
$1.67M Sell
72,139
-264,280
-79% -$6.61M ﹤0.01% 2714
2017
Q4
$9.33M Buy
336,419
+304,719
+961% +$11.9M ﹤0.01% 1612
2017
Q3
$1.47M Buy
31,700
+937
+3% +$40.5K ﹤0.01% 2779
2017
Q2
$1.27M Buy
30,763
+500
+2% +$21.4K ﹤0.01% 2869
2017
Q1
$1.35M Buy
30,263
+758
+3% +$33.6K ﹤0.01% 2872
2016
Q4
$1.32M Buy
29,505
+370
+1% +$15.4K ﹤0.01% 2854
2016
Q3
$1.12M Buy
29,135
+5,606
+24% +$219K ﹤0.01% 2905
2016
Q2
$850K Buy
23,529
+141
+0.6% +$5.2K ﹤0.01% 2991
2016
Q1
$858K Buy
23,388
+143
+0.6% +$4.71K ﹤0.01% 2995
2015
Q4
$821K Buy
23,245
+607
+3% +$22.3K ﹤0.01% 3054
2015
Q3
$777K Buy
22,638
+1,234
+6% +$45.1K ﹤0.01% 3044
2015
Q2
$843K Sell
21,404
-1,575
-7% -$64.8K ﹤0.01% 3171
2015
Q1
$992K Sell
22,979
-1,018
-4% -$40.4K ﹤0.01% 3036
2014
Q4
$942K Buy
23,997
+1,434
+6% +$54.4K ﹤0.01% 3000
2014
Q3
$812K Buy
22,563
+659
+3% +$26.1K ﹤0.01% 3093
2014
Q2
$908K Buy
21,904
+300
+1% +$11.8K ﹤0.01% 3066
2014
Q1
$919K Buy
+21,604
New +$886K ﹤0.01% 3073

Other funds holding ALEX

Invesco's ALEX Position: Q1 2026 in Review

Invesco sold out of Alexander & Baldwin (ALEX) in Q1 2026, closing a stake of 361,381 shares — an estimated $7.46M sold.

Invesco first reported a position in ALEX in Q1 2014 and held it in 48 quarters. The position peaked at $11.1M in Q4 2023. 1 fund tracked by Wall St. Rank holds ALEX as of Q1 2026.

  • Invesco reported no remaining Alexander & Baldwin position as of Q1 2026 after selling out during the quarter.
  • Invesco sold 361,381 Alexander & Baldwin shares in Q1 2026, an estimated $7.46M.
  • Invesco first reported a position in Alexander & Baldwin in Q1 2014 and held it in 48 quarters.
  • Invesco's Alexander & Baldwin position peaked at $11.1M in Q4 2023.
  • 1 fund tracked by Wall St. Rank held Alexander & Baldwin as of Q1 2026.

Based on Invesco's 13F filing for Q1 2026, filed 12 May 2026.