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Opes Wealth Management’s Albemarle ALB Stock Holding History

Opes 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 		$1.65M Buy
9,199
+1
+0% +$171 0.27% 55
2025
Q4 		$1.3M Buy
9,198
+1,567
+21% +$178K 0.21% 66
2025
Q3 		$619K Buy
7,631
+155
+2% +$12K 0.11% 83
2025
Q2 		$469K Buy
7,476
+25
+0.3% +$1.48K 0.08% 96
2025
Q1 		$537K Sell
7,451
-10
-0.1% -$814 0.11% 86
2024
Q4 		$642K Buy
7,461
+760
+11% +$75.7K 0.13% 74
2024
Q3 		$635K Buy
6,701
+10
+0.1% +$888 0.12% 71
2024
Q2 		$639K Sell
6,691
-6
-0.1% -$713 0.13% 69
2024
Q1 		$882K Sell
6,697
-129
-2% -$15.9K 0.2% 64
2023
Q4 		$986K Buy
6,826
+140
+2% +$19.2K 0.24% 60
2023
Q3 		$1.14M Buy
6,686
+736
+12% +$147K 0.31% 53
2023
Q2 		$1.33M Hold
5,950
– – 0.38% 48
2023
Q1 		$1.32M Hold
5,950
– – 0.42% 46
2022
Q4 		$1.29M Hold
5,950
– – 0.47% 45
2022
Q3 		$1.57M Buy
5,950
+775
+15% +$197K 0.63% 33
2022
Q2 		$1.08M Hold
5,175
– – 0.43% 42
2022
Q1 		$1.14M Hold
5,175
– – 0.37% 49
2021
Q4 		$1.21M Hold
5,175
– – 0.38% 47
2021
Q3 		$1.13M Buy
5,175
+1,725
+50% +$368K 0.4% 45
2021
Q2 		$581K Hold
3,450
– – 0.22% 48
2021
Q1 		$504K Hold
3,450
– – 0.2% 50
2020
Q4 		$509K Hold
3,450
– – 0.25% 48
2020
Q3 		$308K Buy
+3,450
New +$306K 0.15% 60

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

Opes Wealth Management's ALB Position: Q1 2026 in Review

Opes Wealth Management increased its Albemarle (ALB) stake by 0.01% in Q1 2026, buying an estimated $171 and bringing the position to 9,199 shares worth $1.65M. The position accounts for 0.27% of the portfolio, ranked #55.

Opes Wealth Management first reported a position in ALB in Q3 2020 and has held it in 23 quarters since. 982 funds tracked by Wall St. Rank hold ALB as of Q1 2026.

  • Opes Wealth Management held 9,199 shares of Albemarle worth $1.65M as of Q1 2026.
  • Opes Wealth Management bought 1 Albemarle share in Q1 2026, an estimated $171.
  • Albemarle made up 0.27% of Opes Wealth Management's portfolio in Q1 2026, its #55 holding.
  • Opes Wealth Management first reported a position in Albemarle in Q3 2020 and has held it in 23 quarters since.
  • 982 funds tracked by Wall St. Rank held Albemarle as of Q1 2026.

Based on Opes Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.