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Cornerstone Financial Management’s NewMarket NEU Stock Holding History

Cornerstone Financial Management’s Portfolio NEU Stock Details NEU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.92K Hold
3
– – ﹤0.01% 752
2025
Q4 		$2.06K Buy
+3
New +$2.29K ﹤0.01% 676

Other funds holding NEU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Cornerstone Financial Management's NEU Position: Q1 2026 in Review

Cornerstone Financial Management held its NewMarket (NEU) position steady in Q1 2026 at 3 shares worth $1.92K. The position accounts for ﹤0.01% of the portfolio, ranked #752.

Cornerstone Financial Management first reported a position in NEU in Q4 2025 and has held it in 2 quarters since. The position peaked at $2.06K in Q4 2025. 382 funds tracked by Wall St. Rank hold NEU as of Q1 2026.

  • Cornerstone Financial Management held 3 shares of NewMarket worth $1.92K as of Q1 2026.
  • Cornerstone Financial Management left its NewMarket share count unchanged in Q1 2026.
  • NewMarket made up ﹤0.01% of Cornerstone Financial Management's portfolio in Q1 2026, its #752 holding.
  • Cornerstone Financial Management first reported a position in NewMarket in Q4 2025 and has held it in 2 quarters since.
  • Cornerstone Financial Management's NewMarket position peaked at $2.06K in Q4 2025.
  • 382 funds tracked by Wall St. Rank held NewMarket as of Q1 2026.

Based on Cornerstone Financial Management's 13F filing for Q1 2026, filed 8 May 2026.