Principia Wealth Advisory’s Albemarle ALB Stock Holding History

Principia Wealth Advisory’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	$1.22K	Buy	9 +1	+13%	+$176	﹤0.01%	722
2026 Q1	$1.44K	Hold	8	–	–	﹤0.01%	606
2025 Q4	$1.13K	Buy	8 +7	+700%	+$795	﹤0.01%	631
2025 Q3	$81	Hold	1	–	–	﹤0.01%	949
2025 Q2	$63	Sell	1 -9	-90%	-$532	﹤0.01%	928
2025 Q1	$605	Buy	10 +6	+150%	+$488	﹤0.01%	526
2024 Q4	$344	Buy	+4	New	+$398	﹤0.01%	648

Other funds holding ALB

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Principia Wealth Advisory's ALB Position: Q2 2026 in Review

Principia Wealth Advisory increased its Albemarle (ALB) stake by 13% in Q2 2026, buying an estimated $176 and bringing the position to 9 shares worth $1.22K. The position accounts for ﹤0.01% of the portfolio, ranked #722.

Principia Wealth Advisory first reported a position in ALB in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.44K in Q1 2026. 945 funds tracked by Wall St. Rank hold ALB as of Q2 2026.

Principia Wealth Advisory held 9 shares of Albemarle worth $1.22K as of Q2 2026.
Principia Wealth Advisory bought 1 Albemarle share in Q2 2026, an estimated $176.
Albemarle made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #722 holding.
Principia Wealth Advisory first reported a position in Albemarle in Q4 2024 and has held it in 7 quarters since.
Principia Wealth Advisory's Albemarle position peaked at $1.44K in Q1 2026.
945 funds tracked by Wall St. Rank held Albemarle as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.