Perfromance Wealth Partners’s Albemarle ALB Stock Holding History

Perfromance Wealth Partners’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	$337K	Sell	1,877 -123	-6%	-$21K	0.01%	155
2025 Q4	$283K	Buy	+2,000	New	+$227K	0.01%	170
2025 Q2	–	Sell	-3,000	Closed	-$216K	–	189
2025 Q1	$216K	Hold	3,000	–	–	0.01%	161
2024 Q4	$258K	Sell	3,000 -1,000	-25%	-$99.6K	0.01%	150
2024 Q3	$379K	Hold	4,000	–	–	0.01%	121
2024 Q2	$382K	Hold	4,000	–	–	0.01%	101
2024 Q1	$527K	Hold	4,000	–	–	0.02%	94
2023 Q4	$578K	Sell	4,000 -1,000	-20%	-$137K	0.03%	96
2023 Q3	$850K	Sell	5,000 -1,000	-17%	-$199K	0.04%	80
2023 Q2	$1.37M	Buy	6,000 +1,000	+20%	+$205K	0.06%	70
2023 Q1	$1.11M	Buy	5,000 +585	+13%	+$144K	0.06%	72
2022 Q4	$957K	Sell	4,415 -1,283	-23%	-$342K	0.06%	72
2022 Q3	$1.51M	Buy	5,698 +500	+10%	+$127K	0.09%	55
2022 Q2	$1.09M	Sell	5,198 -500	-9%	-$112K	0.06%	64
2022 Q1	$1.26M	Buy	5,698 +300	+6%	+$63.4K	0.05%	67
2021 Q4	$1.26M	Buy	+5,398	New	+$1.34M	0.05%	74

Other funds holding ALB

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

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

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

Perfromance Wealth Partners's ALB Position: Q1 2026 in Review

Perfromance Wealth Partners reduced its Albemarle (ALB) stake by 6.2% in Q1 2026, selling an estimated $21K and leaving 1,877 shares worth $337K. The position accounts for 0.01% of the portfolio, ranked #155.

Perfromance Wealth Partners first reported a position in ALB in Q4 2021 and has held it in 16 quarters since. The position peaked at $1.51M in Q3 2022. 982 funds tracked by Wall St. Rank hold ALB as of Q1 2026.

Perfromance Wealth Partners held 1,877 shares of Albemarle worth $337K as of Q1 2026.
Perfromance Wealth Partners sold 123 Albemarle shares in Q1 2026, an estimated $21K.
Albemarle made up 0.01% of Perfromance Wealth Partners's portfolio in Q1 2026, its #155 holding.
Perfromance Wealth Partners first reported a position in Albemarle in Q4 2021 and has held it in 16 quarters since.
Perfromance Wealth Partners's Albemarle position peaked at $1.51M in Q3 2022.
982 funds tracked by Wall St. Rank held Albemarle as of Q1 2026.

Based on Perfromance Wealth Partners's 13F filing for Q1 2026, filed 10 Apr 2026.