IFP Advisors’s NewMarket NEU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$124K Sell
194
-36
-16% -$23.3K ﹤0.01% 1686
2025
Q4
$158K Sell
230
-157
-41% -$120K ﹤0.01% 1505
2025
Q3
$321K Buy
387
+361
+1,388% +$278K 0.01% 1063
2025
Q2
$19.6K Sell
26
-59
-69% -$36.6K ﹤0.01% 2553
2025
Q1
$49.7K Sell
85
-28
-25% -$14.8K ﹤0.01% 1891
2024
Q4
$61.2K Buy
113
+1
+0.9% +$536 ﹤0.01% 1725
2024
Q3
$62K Buy
112
+68
+155% +$37.2K ﹤0.01% 1630
2024
Q2
$22.9K Sell
44
-1
-2% -$556 ﹤0.01% 2018
2024
Q1
$28.8K Buy
45
+14
+45% +$8.39K ﹤0.01% 1811
2023
Q4
$17K Buy
31
+18
+138% +$9.05K ﹤0.01% 1981
2023
Q3
$5.92K Hold
13
﹤0.01% 2448
2023
Q2
$5.2K Hold
13
﹤0.01% 2531
2023
Q1
$4.97K Sell
13
-210
-94% -$72.8K ﹤0.01% 2566
2022
Q4
$86K Sell
223
-937
-81% -$288K ﹤0.01% 1844
2022
Q3
$453K Buy
1,160
+46
+4% +$13.8K 0.01% 976
2022
Q2
$435K Hold
1,114
0.01% 905
2022
Q1
$435K Buy
1,114
+776
+230% +$254K 0.01% 905
2021
Q4
$116K Buy
338
+9
+3% +$3.1K ﹤0.01% 1202
2021
Q3
$112K Buy
329
+25
+8% +$8.19K ﹤0.01% 1239
2021
Q2
$99K Buy
304
+292
+2,433% +$102K ﹤0.01% 1248
2021
Q1
$5K Sell
12
-225
-95% -$89.9K ﹤0.01% 2417
2020
Q4
$95K Sell
237
-1
-0.4% -$372 ﹤0.01% 1157
2020
Q3
$82K Sell
238
-4
-2% -$1.52K ﹤0.01% 1080
2020
Q2
$97K Sell
242
-1
-0.4% -$412 0.01% 938
2020
Q1
$88K Hold
243
0.01% 885
2019
Q4
$117K Sell
243
-2
-0.8% -$962 0.01% 870
2019
Q3
$115K Buy
+245
New +$109K 0.01% 998
2019
Q1
Sell
-320
Closed -$130K 3038
2018
Q4
$130K Sell
320
-68
-18% -$26.9K 0.01% 1063
2018
Q3
$157K Sell
388
-71
-15% -$28.4K 0.01% 1219
2018
Q2
$186K Sell
459
-50
-10% -$19.6K 0.01% 1100
2018
Q1
$202K Hold
509
0.01% 987
2017
Q4
$202K Buy
509
+4
+0.8% +$1.62K 0.01% 990
2017
Q3
$215K Sell
505
-68
-12% -$29.7K 0.01% 1096
2017
Q2
$264K Buy
573
+16
+3% +$7.38K 0.01% 976
2017
Q1
$252K Sell
557
-10
-2% -$4.38K 0.01% 1006
2016
Q4
$240K Buy
567
+14
+3% +$5.78K 0.01% 963
2016
Q3
$237K Sell
553
-123
-18% -$52.4K 0.01% 921
2016
Q2
$280K Buy
+676
New +$273K 0.02% 818
2016
Q1
Sell
-562
Closed -$214K 3034
2015
Q4
$214K Buy
+562
New +$218K 0.01% 809

Other funds holding NEU

IFP Advisors's NEU Position: Q1 2026 in Review

IFP Advisors reduced its NewMarket (NEU) stake by 16% in Q1 2026, selling an estimated $23.3K and leaving 194 shares worth $124K. The position accounts for ﹤0.01% of the portfolio, ranked #1686.

IFP Advisors first reported a position in NEU in Q4 2015 and has held it in 39 quarters since. The position peaked at $453K in Q3 2022. 382 funds tracked by Wall St. Rank hold NEU as of Q1 2026.

  • IFP Advisors held 194 shares of NewMarket worth $124K as of Q1 2026.
  • IFP Advisors sold 36 NewMarket shares in Q1 2026, an estimated $23.3K.
  • NewMarket made up ﹤0.01% of IFP Advisors's portfolio in Q1 2026, its #1686 holding.
  • IFP Advisors first reported a position in NewMarket in Q4 2015 and has held it in 39 quarters since.
  • IFP Advisors's NewMarket position peaked at $453K in Q3 2022.
  • 382 funds tracked by Wall St. Rank held NewMarket as of Q1 2026.

Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.