Salomon & Ludwin’s NewMarket NEU Stock Holding History

Salomon & Ludwin’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 Q3	$3.5M	Buy	3,897 +157	+4%	+$135K	0.29%	59
2026 Q2	$2.94M	Hold	3,740	–	–	0.24%	63
2026 Q1	$2.38M	Hold	3,740	–	–	0.21%	66
2025 Q4	$2.63M	Hold	3,740	–	–	0.23%	64
2025 Q3	$3.16M	Buy	3,740 +144	+4%	+$111K	0.28%	59
2025 Q2	$2.59M	Hold	3,596	–	–	0.26%	62
2025 Q1	$2.04M	Hold	3,596	–	–	0.22%	63
2024 Q4	$1.9M	Hold	3,596	–	–	0.2%	65
2024 Q3	$1.98M	Buy	3,596 +193	+6%	+$106K	0.2%	64
2024 Q2	$1.75M	Hold	3,403	–	–	0.2%	65
2024 Q1	$2.16M	Hold	3,403	–	–	0.19%	67
2023 Q4	$1.55M	Hold	3,403	–	–	0.16%	71
2023 Q3	$1.55M	Buy	3,403 +223	+7%	+$101K	0.16%	71
2023 Q2	$1.28M	Sell	3,180 -25	-0.8%	-$9.7K	0.14%	72
2023 Q1	$1.17M	Sell	3,205 -393	-11%	-$136K	0.14%	71
2022 Q4	$1.12M	Hold	3,598	–	–	0.14%	70
2022 Q3	$1.08M	Buy	3,598 +299	+9%	+$89.7K	0.16%	59
2022 Q2	$993K	Hold	3,299	–	–	0.15%	52
2022 Q1	$1.07M	Hold	3,299	–	–	0.16%	48
2021 Q4	$1.13M	Sell	3,299 -553	-14%	-$191K	0.16%	46
2021 Q3	$1.3M	Sell	3,852 -311	-7%	-$102K	0.2%	42
2021 Q2	$1.34M	Buy	+4,163	New	+$1.46M	0.21%	42
2019 Q2	–	Sell	-3,926	Closed	-$1.7M	–	255
2019 Q1	$1.7M	Buy	3,926 +2,515	+178%	+$1.06M	0.35%	23
2018 Q4	$581K	Buy	+1,411	New	+$559K	0.13%	26

Other funds holding NEU

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Salomon & Ludwin's NEU Position: Q3 2026 in Review

Salomon & Ludwin increased its NewMarket (NEU) stake by 4.2% in Q3 2026, buying an estimated $135K and bringing the position to 3,897 shares worth $3.5M. The position accounts for 0.29% of the portfolio, ranked #59.

Salomon & Ludwin first reported a position in NEU in Q4 2018 and has held it in 24 quarters since. 382 funds tracked by Wall St. Rank hold NEU as of Q3 2026.

Salomon & Ludwin held 3,897 shares of NewMarket worth $3.5M as of Q3 2026.
Salomon & Ludwin bought 157 NewMarket shares in Q3 2026, an estimated $135K.
NewMarket made up 0.29% of Salomon & Ludwin's portfolio in Q3 2026, its #59 holding.
Salomon & Ludwin first reported a position in NewMarket in Q4 2018 and has held it in 24 quarters since.
382 funds tracked by Wall St. Rank held NewMarket as of Q3 2026.

Based on Salomon & Ludwin's 13F filing for Q3 2026, filed 29 Oct 2026.