Waverly Advisors’s Albemarle ALB Stock Holding History

Waverly 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	$4.09M	Buy	22,800 +801	+4%	+$137K	0.03%	458
2025 Q4	$3.11M	Buy	+21,999	New	+$2.5M	0.03%	482
2014 Q4	–	Sell	-59	Closed	-$3K	–	418
2014 Q3	$3K	Hold	59	–	–	﹤0.01%	687
2014 Q2	$4K	Buy	59 +19	+48%	+$1.3K	﹤0.01%	611
2014 Q1	$3K	Buy	+40	New	+$2.59K	﹤0.01%	615

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

Waverly Advisors's ALB Position: Q1 2026 in Review

Waverly Advisors increased its Albemarle (ALB) stake by 3.6% in Q1 2026, buying an estimated $137K and bringing the position to 22,800 shares worth $4.09M. The position accounts for 0.03% of the portfolio, ranked #458.

Waverly Advisors first reported a position in ALB in Q1 2014 and has held it in 5 quarters since. 982 funds tracked by Wall St. Rank hold ALB as of Q1 2026.

Waverly Advisors held 22,800 shares of Albemarle worth $4.09M as of Q1 2026.
Waverly Advisors bought 801 Albemarle shares in Q1 2026, an estimated $137K.
Albemarle made up 0.03% of Waverly Advisors's portfolio in Q1 2026, its #458 holding.
Waverly Advisors first reported a position in Albemarle in Q1 2014 and has held it in 5 quarters since.
982 funds tracked by Wall St. Rank held Albemarle as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.