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EP Wealth Advisors’s Eagle Materials EXP Stock Holding History

EP Wealth Advisors’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 		– Sell
-1,077
Closed -$223K – 1528
2025
Q4 		$223K Buy
+1,077
New +$238K ﹤0.01% 1325
2025
Q1 		– Sell
-824
Closed -$203K – 1316
2024
Q4 		$203K Buy
824
+3
+0.4% +$866 ﹤0.01% 1075
2024
Q3 		$236K Buy
+821
New +$205K ﹤0.01% 965

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
BG
Baupost Group Boston, Massachusetts $5.42B AUM 22.93% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

EP Wealth Advisors's EXP Position: Q1 2026 in Review

EP Wealth Advisors sold out of Eagle Materials (EXP) in Q1 2026, closing a stake of 1,077 shares — an estimated $223K sold.

EP Wealth Advisors first reported a position in EXP in Q3 2024 and held it in 3 quarters. The position peaked at $236K in Q3 2024. 483 funds tracked by Wall St. Rank hold EXP as of Q1 2026.

  • EP Wealth Advisors reported no remaining Eagle Materials position as of Q1 2026 after selling out during the quarter.
  • EP Wealth Advisors sold 1,077 Eagle Materials shares in Q1 2026, an estimated $223K.
  • EP Wealth Advisors first reported a position in Eagle Materials in Q3 2024 and held it in 3 quarters.
  • EP Wealth Advisors's Eagle Materials position peaked at $236K in Q3 2024.
  • 483 funds tracked by Wall St. Rank held Eagle Materials as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.