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WealthPlan Investment Management’s Albemarle ALB Stock Holding History

WealthPlan Investment Management’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
Q2 		$2.31M Sell
17,117
-3,857
-18% -$680K 0.11% 151
2026
Q1 		$3.77M Sell
20,974
-12,067
-37% -$2.06M 0.21% 103
2025
Q4 		$4.67M Sell
33,041
-34,458
-51% -$3.91M 0.3% 90
2025
Q3 		$5.47M Sell
67,499
-1,066
-2% -$82.2K 0.36% 86
2025
Q2 		$4.3M Buy
68,565
+18,239
+36% +$1.08M 0.31% 91
2025
Q1 		$3.62M Buy
50,326
+4,872
+11% +$396K 0.36% 79
2024
Q4 		$3.91M Sell
45,454
-6,127
-12% -$610K 0.39% 74
2024
Q3 		$4.89M Buy
51,581
+2,258
+5% +$200K 0.49% 70
2024
Q2 		$4.71M Buy
49,323
+4,226
+9% +$502K 0.71% 58
2024
Q1 		$5.94M Buy
45,097
+6,617
+17% +$815K 0.91% 45
2023
Q4 		$5.56M Buy
+38,480
New +$5.28M 0.89% 48
2023
Q3 		– Sell
-583
Closed -$130K – 171
2023
Q2 		$130K Sell
583
-564
-49% -$115K 0.04% 144
2023
Q1 		$254K Sell
1,147
-156
-12% -$38.4K 0.04% 147
2022
Q4 		$352K Hold
1,303
– – 0.02% 291
2022
Q3 		$336K Buy
+1,303
New +$331K 0.02% 289
2022
Q1 		$321K Buy
+1,664
New +$351K 0.02% 307

Other funds holding ALB

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

WealthPlan Investment Management's ALB Position: Q2 2026 in Review

WealthPlan Investment Management reduced its Albemarle (ALB) stake by 18% in Q2 2026, selling an estimated $680K and leaving 17,117 shares worth $2.31M. The position accounts for 0.11% of the portfolio, ranked #151.

WealthPlan Investment Management first reported a position in ALB in Q1 2022 and has held it in 16 quarters since. The position peaked at $5.94M in Q1 2024. 937 funds tracked by Wall St. Rank hold ALB as of Q2 2026.

  • WealthPlan Investment Management held 17,117 shares of Albemarle worth $2.31M as of Q2 2026.
  • WealthPlan Investment Management sold 3,857 Albemarle shares in Q2 2026, an estimated $680K.
  • Albemarle made up 0.11% of WealthPlan Investment Management's portfolio in Q2 2026, its #151 holding.
  • WealthPlan Investment Management first reported a position in Albemarle in Q1 2022 and has held it in 16 quarters since.
  • WealthPlan Investment Management's Albemarle position peaked at $5.94M in Q1 2024.
  • 937 funds tracked by Wall St. Rank held Albemarle as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.