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Pinnacle Wealth Planning Services’s Albemarle ALB Stock Holding History

Pinnacle Wealth Planning Services’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
Q2 		$238K Sell
1,766
-388
-18% -$68.4K 0.02% 461
2026
Q1 		$387K Buy
2,154
+1,530
+245% +$261K 0.04% 270
2025
Q4 		$88.3K Buy
+624
New +$70.8K 0.01% 849
2021
Q1 		– Sell
-1,061
Closed -$157K – 393
2020
Q4 		$157K Buy
+1,061
New +$126K 0.04% 331

Other funds holding ALB

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Pinnacle Wealth Planning Services's ALB Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Albemarle (ALB) stake by 18% in Q2 2026, selling an estimated $68.4K and leaving 1,766 shares worth $238K. The position accounts for 0.02% of the portfolio, ranked #461.

Pinnacle Wealth Planning Services first reported a position in ALB in Q4 2020 and has held it in 4 quarters since. The position peaked at $387K in Q1 2026. 942 funds tracked by Wall St. Rank hold ALB as of Q2 2026.

  • Pinnacle Wealth Planning Services held 1,766 shares of Albemarle worth $238K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 388 Albemarle shares in Q2 2026, an estimated $68.4K.
  • Albemarle made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #461 holding.
  • Pinnacle Wealth Planning Services first reported a position in Albemarle in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Albemarle position peaked at $387K in Q1 2026.
  • 942 funds tracked by Wall St. Rank held Albemarle as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.