AE Wealth Management’s Eagle Materials EXP Stock Holding History

AE Wealth Management’s Portfolio EXP Stock Details EXP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$269K	Buy	1,193 +73	+7%	+$15.3K	﹤0.01%	1542
2026 Q1	$212K	Buy	1,120 +68	+6%	+$14.5K	﹤0.01%	1575
2025 Q4	$218K	Sell	1,052 -600	-36%	-$132K	﹤0.01%	1483
2025 Q3	$385K	Buy	1,652 +11	+0.7%	+$2.49K	﹤0.01%	1078
2025 Q2	$332K	Sell	1,641 -81	-5%	-$17.5K	﹤0.01%	1076
2025 Q1	$382K	Buy	+1,722	New	+$408K	﹤0.01%	1000
2024 Q1	–	Sell	-2,748	Closed	-$593K	–	1413
2023 Q4	$593K	Sell	2,748 -2,607	-49%	-$458K	﹤0.01%	1350
2023 Q3	$892K	Sell	5,355 -245	-4%	-$44.5K	0.01%	1140
2023 Q2	$1.04M	Buy	+5,600	New	+$892K	0.01%	1078
2022 Q2	–	Sell	-5,038	Closed	-$647K	–	1750
2022 Q1	$647K	Buy	+5,038	New	+$715K	﹤0.01%	1100

Other funds holding EXP

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

BCIM

Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AE Wealth Management's EXP Position: Q2 2026 in Review

AE Wealth Management increased its Eagle Materials (EXP) stake by 6.5% in Q2 2026, buying an estimated $15.3K and bringing the position to 1,193 shares worth $269K. The position accounts for ﹤0.01% of the portfolio, ranked #1542.

AE Wealth Management first reported a position in EXP in Q1 2022 and has held it in 10 quarters since. The position peaked at $1.04M in Q2 2023. 536 funds tracked by Wall St. Rank hold EXP as of Q2 2026.

AE Wealth Management held 1,193 shares of Eagle Materials worth $269K as of Q2 2026.
AE Wealth Management bought 73 Eagle Materials shares in Q2 2026, an estimated $15.3K.
Eagle Materials made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1542 holding.
AE Wealth Management first reported a position in Eagle Materials in Q1 2022 and has held it in 10 quarters since.
AE Wealth Management's Eagle Materials position peaked at $1.04M in Q2 2023.
536 funds tracked by Wall St. Rank held Eagle Materials as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.