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Forum Financial Management’s NewMarket NEU Stock Holding History

Forum 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
2025
Q4 		– Sell
-254
Closed -$210K – 1048
2025
Q3 		$210K Buy
+254
New +$196K ﹤0.01% 942

Other funds holding NEU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Forum Financial Management's NEU Position: Q4 2025 in Review

Forum Financial Management sold out of NewMarket (NEU) in Q4 2025, closing a stake of 254 shares — an estimated $210K sold.

Forum Financial Management first reported a position in NEU in Q3 2025 and held it in 1 quarter. The position peaked at $210K in Q3 2025. 414 funds tracked by Wall St. Rank hold NEU as of Q4 2025.

  • Forum Financial Management reported no remaining NewMarket position as of Q4 2025 after selling out during the quarter.
  • Forum Financial Management sold 254 NewMarket shares in Q4 2025, an estimated $210K.
  • Forum Financial Management first reported a position in NewMarket in Q3 2025 and held it in 1 quarter.
  • Forum Financial Management's NewMarket position peaked at $210K in Q3 2025.
  • 414 funds tracked by Wall St. Rank held NewMarket as of Q4 2025.

Based on Forum Financial Management's 13F filing for Q4 2025, filed 27 Jan 2026.