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 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 $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return

BCIM

Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AE Wealth Management's EXP Position: Q1 2026 in Review

AE Wealth Management increased its Eagle Materials (EXP) stake by 6.5% in Q1 2026, buying an estimated $14.5K and bringing the position to 1,120 shares worth $212K. The position accounts for ﹤0.01% of the portfolio, ranked #1575.

AE Wealth Management first reported a position in EXP in Q1 2022 and has held it in 9 quarters since. The position peaked at $1.04M in Q2 2023. 481 funds tracked by Wall St. Rank hold EXP as of Q1 2026.

AE Wealth Management held 1,120 shares of Eagle Materials worth $212K as of Q1 2026.
AE Wealth Management bought 68 Eagle Materials shares in Q1 2026, an estimated $14.5K.
Eagle Materials made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1575 holding.
AE Wealth Management first reported a position in Eagle Materials in Q1 2022 and has held it in 9 quarters since.
AE Wealth Management's Eagle Materials position peaked at $1.04M in Q2 2023.
481 funds tracked by Wall St. Rank held Eagle Materials as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.