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Legacy Wealth Management (Idaho)’s NewMarket NEU Stock Holding History

Legacy Wealth Management (Idaho)’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 		$641 Sell
1
-1
-50% -$648 ﹤0.01% 921
2025
Q4 		$1.38K Buy
+2
New +$1.53K ﹤0.01% 712

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

Legacy Wealth Management (Idaho)'s NEU Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) reduced its NewMarket (NEU) stake by 50% in Q1 2026, selling an estimated $648 and leaving 1 share worth $641. The position accounts for ﹤0.01% of the portfolio, ranked #921.

Legacy Wealth Management (Idaho) first reported a position in NEU in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.38K in Q4 2025. 382 funds tracked by Wall St. Rank hold NEU as of Q1 2026.

  • Legacy Wealth Management (Idaho) held 1 share of NewMarket worth $641 as of Q1 2026.
  • Legacy Wealth Management (Idaho) sold 1 NewMarket share in Q1 2026, an estimated $648.
  • NewMarket made up ﹤0.01% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #921 holding.
  • Legacy Wealth Management (Idaho) first reported a position in NewMarket in Q4 2025 and has held it in 2 quarters since.
  • Legacy Wealth Management (Idaho)'s NewMarket position peaked at $1.38K in Q4 2025.
  • 382 funds tracked by Wall St. Rank held NewMarket as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.