InceptionR’s NewMarket NEU Stock Holding History

InceptionR’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	$490K	Buy	+764	New	+$495K	0.12%	313
2025 Q4	–	Sell	-1,239	Closed	-$1.03M	–	791
2025 Q3	$1.03M	Buy	1,239 +366	+42%	+$282K	0.25%	126
2025 Q2	$603K	Buy	+873	New	+$542K	0.14%	272
2025 Q1	–	Sell	-1,045	Closed	-$552K	–	736
2024 Q4	$552K	Sell	1,045 -848	-45%	-$454K	0.12%	307
2024 Q3	$1.04M	Buy	1,893 +1,255	+197%	+$687K	0.26%	118
2024 Q2	$329K	Buy	+638	New	+$355K	0.09%	385
2024 Q1	–	Sell	-1,505	Closed	-$821K	–	674
2023 Q4	$821K	Buy	+1,505	New	+$757K	0.59%	20
2023 Q2	–	Sell	-2,276	Closed	-$831K	–	566
2023 Q1	$831K	Buy	+2,276	New	+$789K	0.27%	137

Other funds holding NEU

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 Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

InceptionR's NEU Position: Q1 2026 in Review

InceptionR opened a new position in NewMarket (NEU) in Q1 2026: 764 shares worth $490K. The stake represents 0.12% of the portfolio and ranks #313 among its holdings. This is a return to the name: InceptionR previously reported a position in NEU as recently as Q3 2025.

InceptionR first reported a position in NEU in Q1 2023 and has held it in 8 quarters since. The position peaked at $1.04M in Q3 2024. 382 funds tracked by Wall St. Rank hold NEU as of Q1 2026.

InceptionR held 764 shares of NewMarket worth $490K as of Q1 2026.
NewMarket was a new InceptionR position in Q1 2026.
NewMarket made up 0.12% of InceptionR's portfolio in Q1 2026, its #313 holding.
InceptionR first reported a position in NewMarket in Q1 2023 and has held it in 8 quarters since.
InceptionR's NewMarket position peaked at $1.04M in Q3 2024.
382 funds tracked by Wall St. Rank held NewMarket as of Q1 2026.

Based on InceptionR's 13F filing for Q1 2026, filed 14 May 2026.