Sound Financial Strategies Group’s Albemarle ALB Stock Holding History

Sound Financial Strategies Group’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	$324K	Sell	1,807 -3,314	-65%	-$566K	0.22%	64
2025 Q4	$724K	Buy	+5,121	New	+$581K	0.51%	47
2023 Q1	–	Sell	-4,404	Closed	-$955K	–	59
2022 Q4	$955K	Buy	4,404 +21	+0.5%	+$5.6K	0.69%	40
2022 Q3	$1.16M	Buy	+4,383	New	+$1.11M	1.74%	9
2022 Q2	–	Sell	-7,333	Closed	-$1.62M	–	47
2022 Q1	$1.62M	Buy	7,333 +4,681	+177%	+$989K	0.9%	22
2021 Q4	$620K	Sell	2,652 -81	-3%	-$20K	0.31%	61
2021 Q3	$598K	Sell	2,733 -917	-25%	-$196K	0.3%	58
2021 Q2	$615K	Sell	3,650 -117	-3%	-$18.9K	0.31%	54
2021 Q1	$550K	Sell	3,767 -1,319	-26%	-$212K	0.28%	66
2020 Q4	$750K	Buy	+5,086	New	+$604K	0.41%	16

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

Sound Financial Strategies Group's ALB Position: Q1 2026 in Review

Sound Financial Strategies Group reduced its Albemarle (ALB) stake by 65% in Q1 2026, selling an estimated $566K and leaving 1,807 shares worth $324K. The position accounts for 0.22% of the portfolio, ranked #64.

Sound Financial Strategies Group first reported a position in ALB in Q4 2020 and has held it in 10 quarters since. The position peaked at $1.62M in Q1 2022. 982 funds tracked by Wall St. Rank hold ALB as of Q1 2026.

Sound Financial Strategies Group held 1,807 shares of Albemarle worth $324K as of Q1 2026.
Sound Financial Strategies Group sold 3,314 Albemarle shares in Q1 2026, an estimated $566K.
Albemarle made up 0.22% of Sound Financial Strategies Group's portfolio in Q1 2026, its #64 holding.
Sound Financial Strategies Group first reported a position in Albemarle in Q4 2020 and has held it in 10 quarters since.
Sound Financial Strategies Group's Albemarle position peaked at $1.62M in Q1 2022.
982 funds tracked by Wall St. Rank held Albemarle as of Q1 2026.

Based on Sound Financial Strategies Group's 13F filing for Q1 2026, filed 8 May 2026.