Montag & Caldwell’s Albemarle ALB Stock Holding History

Montag & Caldwell’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 Q2	–	Sell	-24	Closed	-$1.73K	–	115
2025 Q1	$1.73K	Hold	24	–	–	﹤0.01%	127
2024 Q4	$2.07K	Buy	+24	New	+$2.39K	﹤0.01%	134

Other funds holding ALB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Montag & Caldwell's ALB Position: Q2 2025 in Review

Montag & Caldwell sold out of Albemarle (ALB) in Q2 2025, closing a stake of 24 shares — an estimated $1.73K sold.

Montag & Caldwell first reported a position in ALB in Q4 2024 and held it in 2 quarters. The position peaked at $2.07K in Q4 2024. 699 funds tracked by Wall St. Rank hold ALB as of Q2 2025.

Montag & Caldwell reported no remaining Albemarle position as of Q2 2025 after selling out during the quarter.
Montag & Caldwell sold 24 Albemarle shares in Q2 2025, an estimated $1.73K.
Montag & Caldwell first reported a position in Albemarle in Q4 2024 and held it in 2 quarters.
Montag & Caldwell's Albemarle position peaked at $2.07K in Q4 2024.
699 funds tracked by Wall St. Rank held Albemarle as of Q2 2025.

Based on Montag & Caldwell's 13F filing for Q2 2025, filed 15 Aug 2025.