FFM
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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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
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
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BG
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return