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Sunbelt Securities’s NewMarket NEU Stock Holding History

Sunbelt Securities’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 		$3.21K Sell
5
-2
-29% -$1.3K ﹤0.01% 1802
2025
Q4 		$4.81K Hold
7
– – ﹤0.01% 1658
2025
Q3 		$5.8K Buy
+7
New +$5.39K ﹤0.01% 1584

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

Sunbelt Securities's NEU Position: Q1 2026 in Review

Sunbelt Securities reduced its NewMarket (NEU) stake by 29% in Q1 2026, selling an estimated $1.3K and leaving 5 shares worth $3.21K. The position accounts for ﹤0.01% of the portfolio, ranked #1802.

Sunbelt Securities first reported a position in NEU in Q3 2025 and has held it in 3 quarters since. The position peaked at $5.8K in Q3 2025. 382 funds tracked by Wall St. Rank hold NEU as of Q1 2026.

  • Sunbelt Securities held 5 shares of NewMarket worth $3.21K as of Q1 2026.
  • Sunbelt Securities sold 2 NewMarket shares in Q1 2026, an estimated $1.3K.
  • NewMarket made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1802 holding.
  • Sunbelt Securities first reported a position in NewMarket in Q3 2025 and has held it in 3 quarters since.
  • Sunbelt Securities's NewMarket position peaked at $5.8K in Q3 2025.
  • 382 funds tracked by Wall St. Rank held NewMarket as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.