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JFS Wealth Advisors’s Eagle Materials EXP Stock Holding History

JFS 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
Q2 		$9.45K Buy
42
+2
+5% +$418 ﹤0.01% 1034
2026
Q1 		$7.58K Sell
40
-1
-2% -$213 ﹤0.01% 1052
2025
Q4 		$8.48K Buy
41
+7
+21% +$1.54K ﹤0.01% 1043
2025
Q3 		$7.92K Hold
34
– – ﹤0.01% 966
2025
Q2 		$6.87K Hold
34
– – ﹤0.01% 978
2025
Q1 		$7.55K Hold
34
– – ﹤0.01% 976
2024
Q4 		$8.39K Hold
34
– – ﹤0.01% 912
2024
Q3 		$9.78K Buy
34
+1
+3% +$250 ﹤0.01% 863
2024
Q2 		$7.18K Sell
33
-1
-3% -$245 ﹤0.01% 908
2024
Q1 		$9.24K Hold
34
– – ﹤0.01% 841
2023
Q4 		$6.9K Hold
34
– – ﹤0.01% 926
2023
Q3 		$5.66K Hold
34
– – ﹤0.01% 946
2023
Q2 		$6.34K Hold
34
– – ﹤0.01% 901
2023
Q1 		$4.99K Sell
34
-1
-3% -$142 ﹤0.01% 986
2022
Q4 		$4.65K Buy
35
+2
+6% +$253 ﹤0.01% 1015
2022
Q3 		$4K Buy
33
+1
+3% +$120 ﹤0.01% 1052
2022
Q2 		$4K Buy
32
+18
+129% +$2.21K ﹤0.01% 1065
2022
Q1 		$2K Buy
14
+3
+27% +$426 ﹤0.01% 1402
2021
Q4 		$2K Buy
+11
New +$1.69K ﹤0.01% 1071

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

JFS Wealth Advisors's EXP Position: Q2 2026 in Review

JFS Wealth Advisors increased its Eagle Materials (EXP) stake by 5% in Q2 2026, buying an estimated $418 and bringing the position to 42 shares worth $9.45K. The position accounts for ﹤0.01% of the portfolio, ranked #1034.

JFS Wealth Advisors first reported a position in EXP in Q4 2021 and has held it in 19 quarters since. The position peaked at $9.78K in Q3 2024. 534 funds tracked by Wall St. Rank hold EXP as of Q2 2026.

  • JFS Wealth Advisors held 42 shares of Eagle Materials worth $9.45K as of Q2 2026.
  • JFS Wealth Advisors bought 2 Eagle Materials shares in Q2 2026, an estimated $418.
  • Eagle Materials made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1034 holding.
  • JFS Wealth Advisors first reported a position in Eagle Materials in Q4 2021 and has held it in 19 quarters since.
  • JFS Wealth Advisors's Eagle Materials position peaked at $9.78K in Q3 2024.
  • 534 funds tracked by Wall St. Rank held Eagle Materials as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.