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Perigon Wealth Management’s Albemarle ALB Stock Holding History

Perigon 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 		$223K Buy
+1,241
New +$212K ﹤0.01% 1162
2023
Q4 		– Sell
-1,213
Closed -$206K – 834
2023
Q3 		$206K Buy
+1,213
New +$242K 0.01% 726
2022
Q1 		– Sell
-2,631
Closed -$615K – 601
2021
Q4 		$615K Sell
2,631
-76
-3% -$18.8K 0.04% 297
2021
Q3 		$593K Buy
2,707
+41
+2% +$8.76K 0.05% 276
2021
Q2 		$449K Buy
2,666
+59
+2% +$9.52K 0.04% 328
2021
Q1 		$381K Buy
2,607
+281
+12% +$45.1K 0.04% 344
2020
Q4 		$343K Buy
+2,326
New +$276K 0.04% 311
2018
Q4 		– Sell
-2,316
Closed -$232K – 225
2018
Q3 		$232K Sell
2,316
-585
-20% -$56.6K 0.06% 217
2018
Q2 		$275K Buy
2,901
+2,709
+1,411% +$260K 0.08% 203
2018
Q1 		$18K Buy
192
+157
+449% +$17.3K 0.01% 451
2017
Q4 		$4K Sell
35
-2,097
-98% -$284K ﹤0.01% 544
2017
Q3 		$291K Sell
2,132
-4,914
-70% -$584K 0.09% 160
2017
Q2 		$746K Buy
7,046
+426
+6% +$46.3K 0.16% 141
2017
Q1 		$701K Buy
6,620
+269
+4% +$26.2K 0.15% 141
2016
Q4 		$665K Sell
6,351
-39
-0.6% -$3.3K 0.15% 141
2016
Q3 		$548K Buy
+6,390
New +$526K 0.14% 142

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

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

Perigon Wealth Management opened a new position in Albemarle (ALB) in Q1 2026: 1,241 shares worth $223K. The stake represents ﹤0.01% of the portfolio and ranks #1162 among its holdings. This is a return to the name: Perigon Wealth Management previously reported a position in ALB as recently as Q3 2023.

Perigon Wealth Management first reported a position in ALB in Q3 2016 and has held it in 16 quarters since. The position peaked at $746K in Q2 2017. 982 funds tracked by Wall St. Rank hold ALB as of Q1 2026.

  • Perigon Wealth Management held 1,241 shares of Albemarle worth $223K as of Q1 2026.
  • Albemarle was a new Perigon Wealth Management position in Q1 2026.
  • Albemarle made up ﹤0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #1162 holding.
  • Perigon Wealth Management first reported a position in Albemarle in Q3 2016 and has held it in 16 quarters since.
  • Perigon Wealth Management's Albemarle position peaked at $746K in Q2 2017.
  • 982 funds tracked by Wall St. Rank held Albemarle as of Q1 2026.

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