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Mowery & Schoenfeld Wealth Management’s Albemarle ALB Stock Holding History

Mowery & Schoenfeld Wealth Management’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
-36
Closed -$5.09K – 363
2025
Q4 		$5.09K Buy
+36
New +$4.09K 0.01% 321

Other funds holding ALB

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's ALB Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management sold out of Albemarle (ALB) in Q1 2026, closing a stake of 36 shares — an estimated $5.09K sold.

Mowery & Schoenfeld Wealth Management first reported a position in ALB in Q4 2025 and held it in 1 quarter. The position peaked at $5.09K in Q4 2025. 982 funds tracked by Wall St. Rank hold ALB as of Q1 2026.

  • Mowery & Schoenfeld Wealth Management reported no remaining Albemarle position as of Q1 2026 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 36 Albemarle shares in Q1 2026, an estimated $5.09K.
  • Mowery & Schoenfeld Wealth Management first reported a position in Albemarle in Q4 2025 and held it in 1 quarter.
  • Mowery & Schoenfeld Wealth Management's Albemarle position peaked at $5.09K in Q4 2025.
  • 982 funds tracked by Wall St. Rank held Albemarle as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.