Optimum Investment Advisors’s Albemarle ALB Stock Holding History

Optimum Investment 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	$10.1K	Hold	125	–	–	﹤0.01%	504
2025 Q2	$7.83K	Hold	125	–	–	﹤0.01%	524
2025 Q1	$9K	Hold	125	–	–	﹤0.01%	525
2024 Q4	$10.8K	Buy	+125	New	+$12.4K	﹤0.01%	500
2024 Q2	–	Sell	-200	Closed	-$26.3K	–	638
2024 Q1	$26.3K	Sell	200 -200	-50%	-$24.6K	0.01%	431
2023 Q4	$57.8K	Hold	400	–	–	0.03%	334
2023 Q3	$68K	Hold	400	–	–	0.03%	324
2023 Q2	$89.2K	Buy	400 +200	+100%	+$40.9K	0.04%	289
2023 Q1	$44.2K	Sell	200 -70	-26%	-$17.2K	0.02%	381
2022 Q4	$58.6K	Buy	270 +70	+35%	+$18.7K	0.03%	358
2022 Q3	$53K	Hold	200	–	–	0.03%	366
2022 Q2	$42K	Hold	200	–	–	0.02%	420
2022 Q1	$44K	Hold	200	–	–	0.02%	458
2021 Q4	$47K	Hold	200	–	–	0.02%	472
2021 Q3	$44K	Hold	200	–	–	0.02%	471
2021 Q2	$34K	Buy	+200	New	+$32.3K	0.01%	582

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Optimum Investment Advisors's ALB Position: Q3 2025 in Review

Optimum Investment Advisors held its Albemarle (ALB) position steady in Q3 2025 at 125 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #504.

Optimum Investment Advisors first reported a position in ALB in Q2 2021 and has held it in 16 quarters since. The position peaked at $89.2K in Q2 2023. 767 funds tracked by Wall St. Rank hold ALB as of Q3 2025.

Optimum Investment Advisors held 125 shares of Albemarle worth $10.1K as of Q3 2025.
Optimum Investment Advisors left its Albemarle share count unchanged in Q3 2025.
Albemarle made up ﹤0.01% of Optimum Investment Advisors's portfolio in Q3 2025, its #504 holding.
Optimum Investment Advisors first reported a position in Albemarle in Q2 2021 and has held it in 16 quarters since.
Optimum Investment Advisors's Albemarle position peaked at $89.2K in Q2 2023.
767 funds tracked by Wall St. Rank held Albemarle as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.