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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
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 $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

Pinnacle Wealth Planning Services's ALB Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Albemarle (ALB) stake by 245% in Q1 2026, buying an estimated $261K and bringing the position to 2,154 shares worth $387K. The position accounts for 0.04% of the portfolio, ranked #270.

Pinnacle Wealth Planning Services first reported a position in ALB in Q4 2020 and has held it in 3 quarters since. 982 funds tracked by Wall St. Rank hold ALB as of Q1 2026.

  • Pinnacle Wealth Planning Services held 2,154 shares of Albemarle worth $387K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 1,530 Albemarle shares in Q1 2026, an estimated $261K.
  • Albemarle made up 0.04% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #270 holding.
  • Pinnacle Wealth Planning Services first reported a position in Albemarle in Q4 2020 and has held it in 3 quarters since.
  • 982 funds tracked by Wall St. Rank held Albemarle as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.