LI
NEU icon

LRI Investments’s NewMarket NEU Stock Holding History

LRI Investments’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
Q2 		$6.33K Buy
8
+1
+14% +$721 ﹤0.01% 1096
2026
Q1 		$4.49K Hold
7
– – ﹤0.01% 1122
2025
Q4 		$4.81K Sell
7
-10
-59% -$7.63K ﹤0.01% 1054
2025
Q3 		$14.1K Buy
+17
New +$13.1K ﹤0.01% 799

Other funds holding NEU

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return
NFTC
North Forty Two & Co Lake Oswego, Oregon $118M AUM 21.54% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LRI Investments's NEU Position: Q2 2026 in Review

LRI Investments increased its NewMarket (NEU) stake by 14% in Q2 2026, buying an estimated $721 and bringing the position to 8 shares worth $6.33K. The position accounts for ﹤0.01% of the portfolio, ranked #1096.

LRI Investments first reported a position in NEU in Q3 2025 and has held it in 4 quarters since. The position peaked at $14.1K in Q3 2025. 114 funds tracked by Wall St. Rank hold NEU as of Q2 2026.

  • LRI Investments held 8 shares of NewMarket worth $6.33K as of Q2 2026.
  • LRI Investments bought 1 NewMarket share in Q2 2026, an estimated $721.
  • NewMarket made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1096 holding.
  • LRI Investments first reported a position in NewMarket in Q3 2025 and has held it in 4 quarters since.
  • LRI Investments's NewMarket position peaked at $14.1K in Q3 2025.
  • 114 funds tracked by Wall St. Rank held NewMarket as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.