EWM
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Evermay Wealth Management’s Eagle Materials EXP Stock Holding History

Evermay 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
2025
Q2 		– Sell
-300
Closed -$66.6K – 586
2025
Q1 		$66.6K Hold
300
– – 0.01% 299
2024
Q4 		$74K Hold
300
– – 0.01% 285
2024
Q3 		$86.3K Hold
300
– – 0.01% 281
2024
Q2 		$65.2K Hold
300
– – 0.01% 322
2024
Q1 		$81.5K Hold
300
– – 0.01% 302
2023
Q4 		$60.9K Buy
+300
New +$52.7K 0.01% 309

Other funds holding EXP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Evermay Wealth Management's EXP Position: Q2 2025 in Review

Evermay Wealth Management sold out of Eagle Materials (EXP) in Q2 2025, closing a stake of 300 shares — an estimated $66.6K sold.

Evermay Wealth Management first reported a position in EXP in Q4 2023 and held it in 6 quarters. The position peaked at $86.3K in Q3 2024. 470 funds tracked by Wall St. Rank hold EXP as of Q2 2025.

  • Evermay Wealth Management reported no remaining Eagle Materials position as of Q2 2025 after selling out during the quarter.
  • Evermay Wealth Management sold 300 Eagle Materials shares in Q2 2025, an estimated $66.6K.
  • Evermay Wealth Management first reported a position in Eagle Materials in Q4 2023 and held it in 6 quarters.
  • Evermay Wealth Management's Eagle Materials position peaked at $86.3K in Q3 2024.
  • 470 funds tracked by Wall St. Rank held Eagle Materials as of Q2 2025.

Based on Evermay Wealth Management's 13F filing for Q2 2025, filed 30 Jul 2025.