LMFP
ALB icon

Larry Mathis Financial Planning’s Albemarle ALB Stock Holding History

Larry Mathis Financial Planning’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 		– Sell
-4,097
Closed -$579K – 157
2025
Q4 		$579K Buy
+4,097
New +$465K 0.51% 54

Other funds holding ALB

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Larry Mathis Financial Planning's ALB Position: Q1 2026 in Review

Larry Mathis Financial Planning sold out of Albemarle (ALB) in Q1 2026, closing a stake of 4,097 shares — an estimated $579K sold.

Larry Mathis Financial Planning first reported a position in ALB in Q4 2025 and held it in 1 quarter. The position peaked at $579K in Q4 2025. 987 funds tracked by Wall St. Rank hold ALB as of Q1 2026.

  • Larry Mathis Financial Planning reported no remaining Albemarle position as of Q1 2026 after selling out during the quarter.
  • Larry Mathis Financial Planning sold 4,097 Albemarle shares in Q1 2026, an estimated $579K.
  • Larry Mathis Financial Planning first reported a position in Albemarle in Q4 2025 and held it in 1 quarter.
  • Larry Mathis Financial Planning's Albemarle position peaked at $579K in Q4 2025.
  • 987 funds tracked by Wall St. Rank held Albemarle as of Q1 2026.

Based on Larry Mathis Financial Planning's 13F filing for Q1 2026, filed 22 Apr 2026.