Trek Financial’s Albemarle ALB Stock Holding History

Trek 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
2025 Q1	–	Sell	-33,084	Closed	-$2.85M	–	387
2024 Q4	$2.85M	Buy	+33,084	New	+$3.29M	0.21%	121

Other funds holding ALB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Trek Financial's ALB Position: Q1 2025 in Review

Trek Financial sold out of Albemarle (ALB) in Q1 2025, closing a stake of 33,084 shares — an estimated $2.85M sold.

Trek Financial first reported a position in ALB in Q4 2024 and held it in 1 quarter. The position peaked at $2.85M in Q4 2024. 764 funds tracked by Wall St. Rank hold ALB as of Q1 2025.

Trek Financial reported no remaining Albemarle position as of Q1 2025 after selling out during the quarter.
Trek Financial sold 33,084 Albemarle shares in Q1 2025, an estimated $2.85M.
Trek Financial first reported a position in Albemarle in Q4 2024 and held it in 1 quarter.
Trek Financial's Albemarle position peaked at $2.85M in Q4 2024.
764 funds tracked by Wall St. Rank held Albemarle as of Q1 2025.

Based on Trek Financial's 13F filing for Q1 2025, filed 30 Apr 2025.