Summit Securities Group’s Albemarle ALB Stock Holding History

Summit Securities 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	$285K	Sell	1,588 -5,088	-76%	-$869K	0.04%	193
2025 Q4	$944K	Buy	6,676 +6,472	+3,173%	+$735K	0.12%	140
2025 Q3	$16.5K	Buy	204 +125	+158%	+$9.64K	﹤0.01%	811
2025 Q2	$4.95K	Buy	+79	New	+$4.67K	﹤0.01%	981
2024 Q3	–	Sell	-1,500	Closed	-$143K	–	543
2024 Q2	$143K	Buy	+1,500	New	+$178K	0.03%	189
2023 Q3	–	Sell	-154	Closed	-$30.7K	–	545
2023 Q2	$34K	Sell	154 -76	-33%	-$15.5K	﹤0.01%	501
2023 Q1	$51K	Sell	230 -1,275	-85%	-$314K	﹤0.01%	419
2022 Q4	$326K	Buy	1,505 +1,488	+8,753%	+$397K	0.01%	333
2022 Q3	$4K	Sell	17 -278	-94%	-$70.7K	﹤0.01%	833
2022 Q2	$62K	Buy	295 +247	+515%	+$55.1K	0.01%	502
2022 Q1	$11K	Sell	48 -2,164	-98%	-$457K	﹤0.01%	815
2021 Q4	$517K	Buy	2,212 +612	+38%	+$151K	0.02%	363
2021 Q3	$350K	Buy	+1,600	New	+$342K	0.03%	488
2020 Q4	–	Sell	-2,448	Closed	-$219K	–	549
2020 Q3	$219K	Buy	+2,448	New	+$217K	0.02%	312

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

Summit Securities Group's ALB Position: Q1 2026 in Review

Summit Securities Group reduced its Albemarle (ALB) stake by 76% in Q1 2026, selling an estimated $869K and leaving 1,588 shares worth $285K. The position accounts for 0.04% of the portfolio, ranked #193.

Summit Securities Group first reported a position in ALB in Q3 2020 and has held it in 14 quarters since. The position peaked at $944K in Q4 2025. 982 funds tracked by Wall St. Rank hold ALB as of Q1 2026.

Summit Securities Group held 1,588 shares of Albemarle worth $285K as of Q1 2026.
Summit Securities Group sold 5,088 Albemarle shares in Q1 2026, an estimated $869K.
Albemarle made up 0.04% of Summit Securities Group's portfolio in Q1 2026, its #193 holding.
Summit Securities Group first reported a position in Albemarle in Q3 2020 and has held it in 14 quarters since.
Summit Securities Group's Albemarle position peaked at $944K in Q4 2025.
982 funds tracked by Wall St. Rank held Albemarle as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.