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Avion Wealth’s Eagle Materials EXP Stock Holding History

Avion Wealth’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 		$1K Buy
+6
New +$1.25K ﹤0.01% 1228
2025
Q2 		– Sell
-2
Closed – – 1297
2025
Q1 		$0 Buy
+2
New +$474 ﹤0.01% 1124
2024
Q4 		– Sell
-2
Closed – – 1087
2024
Q3 		$0 Hold
2
– – ﹤0.01% 1107
2024
Q2 		$0 Buy
+2
New +$490 ﹤0.01% 1029
2023
Q4 		– Sell
-3
Closed – – 1155
2023
Q3 		$0 Buy
+3
New +$545 ﹤0.01% 920
2023
Q2 		– Sell
-4
Closed – – 811
2023
Q1 		$0 Buy
+4
New +$567 ﹤0.01% 601

Other funds holding EXP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Neuberger Berman Group
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Avion Wealth's EXP Position: Q2 2026 in Review

Avion Wealth opened a new position in Eagle Materials (EXP) in Q2 2026: 6 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1228 among its holdings. This is a return to the name: Avion Wealth previously reported a position in EXP as recently as Q1 2025.

Avion Wealth first reported a position in EXP in Q1 2023 and has held it in 6 quarters since. 534 funds tracked by Wall St. Rank hold EXP as of Q2 2026.

  • Avion Wealth held 6 shares of Eagle Materials worth $1K as of Q2 2026.
  • Eagle Materials was a new Avion Wealth position in Q2 2026.
  • Eagle Materials made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #1228 holding.
  • Avion Wealth first reported a position in Eagle Materials in Q1 2023 and has held it in 6 quarters since.
  • 534 funds tracked by Wall St. Rank held Eagle Materials as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.