LWAM
EXP icon

Legacy Wealth Asset Management’s Eagle Materials EXP Stock Holding History

Legacy Wealth Asset 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
Q3 		$501K Buy
2,932
+486
+20% +$97.2K 0.11% 259
2026
Q2 		$550K Sell
2,446
-6
-0.2% -$1.25K 0.12% 247
2026
Q1 		$465K Buy
2,452
+81
+3% +$17.2K 0.11% 267
2025
Q4 		$490K Sell
2,371
-10
-0.4% -$2.21K 0.12% 259
2025
Q3 		$555K Buy
2,381
+41
+2% +$9.29K 0.13% 239
2025
Q2 		$473K Buy
2,340
+10
+0.4% +$2.15K 0.12% 259
2025
Q1 		$517K Buy
2,330
+633
+37% +$150K 0.14% 235
2024
Q4 		$419K Sell
1,697
-397
-19% -$115K 0.11% 266
2024
Q3 		$602K Sell
2,094
-11
-0.5% -$2.75K 0.16% 210
2024
Q2 		$458K Sell
2,105
-213
-9% -$52.1K 0.13% 251
2024
Q1 		$630K Sell
2,318
-475
-17% -$112K 0.18% 178
2023
Q4 		$567K Sell
2,793
-746
-21% -$131K 0.19% 189
2023
Q3 		$589K Sell
3,539
-5
-0.1% -$909 0.22% 158
2023
Q2 		$661K Sell
3,544
-394
-10% -$62.8K 0.23% 143
2023
Q1 		$578K Sell
3,938
-9
-0.2% -$1.28K 0.21% 165
2022
Q4 		$524K Buy
3,947
+54
+1% +$6.82K 0.2% 169
2022
Q3 		$417K Sell
3,893
-181
-4% -$21.7K 0.18% 201
2022
Q2 		$448K Buy
+4,074
New +$501K 0.18% 184

Other funds holding EXP

RP
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
PA
Perennial Advisors New York $669M AUM 17.88% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return

Legacy Wealth Asset Management's EXP Position: Q3 2026 in Review

Legacy Wealth Asset Management increased its Eagle Materials (EXP) stake by 20% in Q3 2026, buying an estimated $97.2K and bringing the position to 2,932 shares worth $501K. The position accounts for 0.11% of the portfolio, ranked #259.

Legacy Wealth Asset Management first reported a position in EXP in Q2 2022 and has held it in 18 quarters since. The position peaked at $661K in Q2 2023. 23 funds tracked by Wall St. Rank hold EXP as of Q3 2026.

  • Legacy Wealth Asset Management held 2,932 shares of Eagle Materials worth $501K as of Q3 2026.
  • Legacy Wealth Asset Management bought 486 Eagle Materials shares in Q3 2026, an estimated $97.2K.
  • Eagle Materials made up 0.11% of Legacy Wealth Asset Management's portfolio in Q3 2026, its #259 holding.
  • Legacy Wealth Asset Management first reported a position in Eagle Materials in Q2 2022 and has held it in 18 quarters since.
  • Legacy Wealth Asset Management's Eagle Materials position peaked at $661K in Q2 2023.
  • 23 funds tracked by Wall St. Rank held Eagle Materials as of Q3 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.