Summit Trail Advisors’s Albemarle ALB Stock Holding History

Summit Trail Advisors’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	$2.17M	Buy	12,093 +7,414	+158%	+$1.27M	0.03%	468
2025 Q4	$663K	Sell	4,679 -1,376	-23%	-$156K	0.01%	997
2025 Q3	$492K	Sell	6,055 -5,368	-47%	-$414K	0.01%	1087
2025 Q2	$715K	Buy	+11,423	New	+$675K	0.01%	591
2018 Q2	–	Sell	-2,604	Closed	-$254K	–	488
2018 Q1	$254K	Buy	2,604 +163	+7%	+$18K	0.04%	317
2017 Q4	$275K	Buy	+2,441	New	+$331K	0.03%	341

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 Trail Advisors's ALB Position: Q1 2026 in Review

Summit Trail Advisors increased its Albemarle (ALB) stake by 158% in Q1 2026, buying an estimated $1.27M and bringing the position to 12,093 shares worth $2.17M. The position accounts for 0.03% of the portfolio, ranked #468.

Summit Trail Advisors first reported a position in ALB in Q4 2017 and has held it in 6 quarters since. 982 funds tracked by Wall St. Rank hold ALB as of Q1 2026.

Summit Trail Advisors held 12,093 shares of Albemarle worth $2.17M as of Q1 2026.
Summit Trail Advisors bought 7,414 Albemarle shares in Q1 2026, an estimated $1.27M.
Albemarle made up 0.03% of Summit Trail Advisors's portfolio in Q1 2026, its #468 holding.
Summit Trail Advisors first reported a position in Albemarle in Q4 2017 and has held it in 6 quarters since.
982 funds tracked by Wall St. Rank held Albemarle as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.