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Medallion Wealth Advisors’s Albemarle ALB Stock Holding History

Medallion 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
2025
Q3 		– Sell
-304
Closed -$19.1K – 1105
2025
Q2 		$19.1K Buy
304
+2
+0.7% +$118 0.01% 625
2025
Q1 		$21.7K Buy
302
+102
+51% +$8.3K 0.01% 563
2024
Q4 		$17.2K Buy
+200
New +$19.9K 0.01% 580

Other funds holding ALB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Medallion Wealth Advisors's ALB Position: Q3 2025 in Review

Medallion Wealth Advisors sold out of Albemarle (ALB) in Q3 2025, closing a stake of 304 shares — an estimated $19.1K sold.

Medallion Wealth Advisors first reported a position in ALB in Q4 2024 and held it in 3 quarters. The position peaked at $21.7K in Q1 2025. 767 funds tracked by Wall St. Rank hold ALB as of Q3 2025.

  • Medallion Wealth Advisors reported no remaining Albemarle position as of Q3 2025 after selling out during the quarter.
  • Medallion Wealth Advisors sold 304 Albemarle shares in Q3 2025, an estimated $19.1K.
  • Medallion Wealth Advisors first reported a position in Albemarle in Q4 2024 and held it in 3 quarters.
  • Medallion Wealth Advisors's Albemarle position peaked at $21.7K in Q1 2025.
  • 767 funds tracked by Wall St. Rank held Albemarle as of Q3 2025.

Based on Medallion Wealth Advisors's 13F filing for Q3 2025, filed 24 Apr 2026.