Jeremy Grantham's ALB Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 731,489 shares of Albemarle Corporation (ALB) worth $59.31 M, representing 0.17% of the portfolio. First purchased in 2016-Q1, this long-term strategic position has been held for 39 quarters.
Based on 13F filings, Jeremy Grantham has maintained a strategic position in ALB, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2024, adding 433,798 shares. Largest reduction occurred in Q1 2020, reducing 167,790 shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's Albemarle Corporation (ALB) Holding Value Over Time
Track share changes against reported price movement
Quarterly Albemarle Corporation (ALB) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2016 | +3,506 | New Buy | 3,506 | $63.89 |
| Q3 2016 | -3,506 | Sold Out | 3,506 | $79.29 |
| Q1 2018 | +76,400 | New Buy | 76,400 | $92.74 |
| Q2 2018 | +58,000 | Add 75.92% | 134,400 | $94.33 |
| Q3 2018 | +28,700 | Add 21.35% | 163,100 | $99.78 |
| Q4 2018 | +31,300 | Add 19.19% | 194,400 | $77.07 |
| Q1 2019 | +6,200 | Add 3.19% | 200,600 | $81.98 |
| Q2 2019 | +249,000 | Add 124.13% | 449,600 | $70.41 |
| Q3 2019 | -56,500 | Reduce 12.57% | 393,100 | $69.52 |
| Q4 2019 | +43,600 | Add 11.09% | 436,700 | $73.04 |
| Q1 2020 | -167,790 | Reduce 38.42% | 268,910 | $56.37 |
| Q2 2020 | -137,809 | Reduce 51.25% | 131,101 | $77.21 |
| Q3 2020 | -74,070 | Reduce 56.50% | 57,031 | $89.28 |
| Q4 2020 | -12,109 | Reduce 21.23% | 44,922 | $147.52 |
| Q1 2021 | +83,273 | Add 185.37% | 128,195 | $146.11 |
| Q2 2021 | -128,195 | Sold Out | 128,195 | $146.11 |
| Q3 2022 | +3,262 | New Buy | 3,262 | $264.56 |
| Q4 2022 | +3,000 | Add 91.97% | 6,262 | $216.86 |
| Q1 2023 | -6,262 | Sold Out | 6,262 | $216.86 |
| Q1 2024 | +76,400 | New Buy | 76,400 | $131.74 |
| Q2 2024 | +5,800 | Add 7.59% | 82,200 | $95.52 |
| Q3 2024 | +433,798 | Add 527.73% | 515,998 | $94.71 |
| Q4 2024 | +97,000 | Add 18.80% | 612,998 | $86.08 |
| Q1 2025 | +175,608 | Add 28.65% | 788,606 | $72.02 |
| Q2 2025 | +47,200 | Add 5.99% | 835,806 | $62.67 |
| Q3 2025 | -104,317 | Reduce 12.48% | 731,489 | $81.08 |
Jeremy Grantham's Albemarle Corporation Investment FAQs
Jeremy Grantham first purchased Albemarle Corporation (ALB) in Q1 2016, acquiring 3,506 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham has held Albemarle Corporation (ALB) for 39 quarters since Q1 2016.
Jeremy Grantham's largest addition to Albemarle Corporation (ALB) was in Q3 2024, adding 515,998 shares worth $48.87 M.
According to the latest 13F filing for Q3 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 731,489 shares of Albemarle Corporation (ALB), valued at approximately $59.31 M.
As of the Q3 2025 filing, Albemarle Corporation (ALB) represents approximately 0.17% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in Albemarle Corporation (ALB) was 835,806 shares, as reported at the end of Q2 2025.