Forum Financial Management’s Eagle Materials EXP Stock Holding History

Forum Financial 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	–	Sell	-1,011	Closed	-$209K	–	559
2025 Q4	$209K	Buy	1,011 +5	+0.5%	+$1.1K	﹤0.01%	949
2025 Q3	$234K	Hold	1,006	–	–	﹤0.01%	876
2025 Q2	$203K	Sell	1,006 -108	-10%	-$23.3K	﹤0.01%	897
2025 Q1	$247K	Buy	1,114 +3	+0.3%	+$711	﹤0.01%	702
2024 Q4	$274K	Hold	1,111	–	–	﹤0.01%	671
2024 Q3	$320K	Buy	1,111 +1	+0.1%	+$250	0.01%	487
2024 Q2	$241K	Buy	1,110 +1	+0.1%	+$245	﹤0.01%	577
2024 Q1	$301K	Hold	1,109	–	–	0.01%	502
2023 Q4	$225K	Buy	+1,109	New	+$195K	﹤0.01%	588
2023 Q3	–	Sell	-1,109	Closed	-$207K	–	654
2023 Q2	$207K	Buy	+1,109	New	+$177K	﹤0.01%	602

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

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

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

Forum Financial Management's EXP Position: Q1 2026 in Review

Forum Financial Management sold out of Eagle Materials (EXP) in Q1 2026, closing a stake of 1,011 shares — an estimated $209K sold.

Forum Financial Management first reported a position in EXP in Q2 2023 and held it in 10 quarters. The position peaked at $320K in Q3 2024. 484 funds tracked by Wall St. Rank hold EXP as of Q1 2026.

Forum Financial Management reported no remaining Eagle Materials position as of Q1 2026 after selling out during the quarter.
Forum Financial Management sold 1,011 Eagle Materials shares in Q1 2026, an estimated $209K.
Forum Financial Management first reported a position in Eagle Materials in Q2 2023 and held it in 10 quarters.
Forum Financial Management's Eagle Materials position peaked at $320K in Q3 2024.
484 funds tracked by Wall St. Rank held Eagle Materials as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.