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Summit Financial’s Albemarle ALB Stock Holding History

Summit Financial’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 		– Sell
-32,185
Closed -$4.57M – 1400
2025
Q4 		$4.57M Sell
32,185
-27,807
-46% -$3.16M 0.07% 288
2025
Q3 		$4.86M Sell
59,992
-8,172
-12% -$630K 0.07% 262
2025
Q2 		$4.3M Buy
68,164
+8,338
+14% +$493K 0.1% 180
2025
Q1 		$4.31M Buy
+59,826
New +$4.87M 0.12% 151

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

Summit Financial's ALB Position: Q1 2026 in Review

Summit Financial sold out of Albemarle (ALB) in Q1 2026, closing a stake of 32,185 shares — an estimated $4.57M sold.

Summit Financial first reported a position in ALB in Q1 2025 and held it in 4 quarters. The position peaked at $4.86M in Q3 2025. 982 funds tracked by Wall St. Rank hold ALB as of Q1 2026.

  • Summit Financial reported no remaining Albemarle position as of Q1 2026 after selling out during the quarter.
  • Summit Financial sold 32,185 Albemarle shares in Q1 2026, an estimated $4.57M.
  • Summit Financial first reported a position in Albemarle in Q1 2025 and held it in 4 quarters.
  • Summit Financial's Albemarle position peaked at $4.86M in Q3 2025.
  • 982 funds tracked by Wall St. Rank held Albemarle as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.