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Stiles Financial Services’s Albemarle ALB Stock Holding History

Stiles Financial 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
2025
Q3 		– Sell
-3,516
Closed -$220K – 177
2025
Q2 		$220K Sell
3,516
-2,569
-42% -$152K 0.08% 167
2025
Q1 		$439K Sell
6,085
-3,792
-38% -$309K 0.17% 119
2024
Q4 		$850K Sell
9,877
-1,053
-10% -$105K 0.31% 86
2024
Q3 		$1.04M Sell
10,930
-260
-2% -$23.1K 0.36% 78
2024
Q2 		$1.07M Sell
11,190
-263
-2% -$31.3K 0.41% 72
2024
Q1 		$1.51M Buy
11,453
+1,404
+14% +$173K 0.6% 54
2023
Q4 		$1.45M Buy
10,049
+2,457
+32% +$337K 0.66% 50
2023
Q3 		$1.29M Buy
7,592
+2,666
+54% +$531K 0.67% 51
2023
Q2 		$1.1M Buy
4,926
+902
+22% +$184K 0.55% 60
2023
Q1 		$890K Buy
4,024
+1,727
+75% +$426K 0.48% 64
2022
Q4 		$498K Sell
2,297
-124
-5% -$33.1K 0.28% 96
2022
Q3 		$640K Buy
2,421
+346
+17% +$88K 0.39% 72
2022
Q2 		$434K Sell
2,075
-102
-5% -$22.8K 0.26% 103
2022
Q1 		$481K Buy
2,177
+81
+4% +$17.1K 0.24% 105
2021
Q4 		$471K Buy
+2,096
New +$519K 0.23% 106

Other funds holding ALB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Stiles Financial Services's ALB Position: Q3 2025 in Review

Stiles Financial Services sold out of Albemarle (ALB) in Q3 2025, closing a stake of 3,516 shares — an estimated $220K sold.

Stiles Financial Services first reported a position in ALB in Q4 2021 and held it in 15 quarters. The position peaked at $1.51M in Q1 2024. 767 funds tracked by Wall St. Rank hold ALB as of Q3 2025.

  • Stiles Financial Services reported no remaining Albemarle position as of Q3 2025 after selling out during the quarter.
  • Stiles Financial Services sold 3,516 Albemarle shares in Q3 2025, an estimated $220K.
  • Stiles Financial Services first reported a position in Albemarle in Q4 2021 and held it in 15 quarters.
  • Stiles Financial Services's Albemarle position peaked at $1.51M in Q1 2024.
  • 767 funds tracked by Wall St. Rank held Albemarle as of Q3 2025.

Based on Stiles Financial Services's 13F filing for Q3 2025, filed 30 Oct 2025.