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 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

Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Perennial Advisors New York $643M AUM 23.36% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

Guardian Wealth Management (Illinois) Peoria, Illinois $204M AUM 31.9% 1-Year Est. Return

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return