Linscomb Wealth’s Eagle Materials EXP Stock Holding History

Linscomb Wealth’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	$933K	Hold	4,923	–	–	0.04%	201
2025 Q4	$1.02M	Sell	4,923 -3,945	-44%	-$871K	0.04%	169
2025 Q3	$2.07M	Buy	8,868 +4,028	+83%	+$913K	0.09%	146
2025 Q2	$978K	Hold	4,840	–	–	0.05%	174
2025 Q1	$1.07M	Sell	4,840 -80	-2%	-$19K	0.05%	164
2024 Q4	$1.21M	Sell	4,920 -3,577	-42%	-$1.03M	0.06%	158
2024 Q3	$2.44M	Buy	8,497 +655	+8%	+$164K	0.12%	130
2024 Q2	$1.71M	Hold	7,842	–	–	0.09%	139
2024 Q1	$2.13M	Hold	7,842	–	–	0.11%	129
2023 Q4	$1.59M	Hold	7,842	–	–	0.09%	137
2023 Q3	$1.31M	Sell	7,842 -3,000	-28%	-$545K	0.08%	143
2023 Q2	$2.02M	Hold	10,842	–	–	0.11%	129
2023 Q1	$1.59M	Buy	10,842 +978	+10%	+$139K	0.08%	142
2022 Q4	$1.31M	Sell	9,864 -380	-4%	-$48K	0.07%	159
2022 Q3	$1.1M	Hold	10,244	–	–	0.07%	151
2022 Q2	$1.13M	Hold	10,244	–	–	0.06%	151
2022 Q1	$1.31M	Buy	10,244 +874	+9%	+$124K	0.06%	164
2021 Q4	$1.56M	Hold	9,370	–	–	0.07%	149
2021 Q3	$1.23M	Hold	9,370	–	–	0.06%	153
2021 Q2	$1.33M	Sell	9,370 -15	-0.2%	-$2.16K	0.07%	149
2021 Q1	$1.26M	Sell	9,385 -2,005	-18%	-$243K	0.07%	150
2020 Q4	$1.15M	Hold	11,390	–	–	0.07%	148
2020 Q3	$983K	Hold	11,390	–	–	0.07%	149
2020 Q2	$800K	Hold	11,390	–	–	0.06%	163
2020 Q1	$665K	Buy	11,390 +1,482	+15%	+$118K	0.06%	199
2019 Q4	$898K	Buy	9,908 +610	+7%	+$55.9K	0.06%	239
2019 Q3	$837K	Buy	9,298 +773	+9%	+$66.3K	0.07%	137
2019 Q2	$790K	Hold	8,525	–	–	0.06%	141
2019 Q1	$719K	Buy	8,525 +1,007	+13%	+$72.7K	0.06%	144
2018 Q4	$459K	Hold	7,518	–	–	0.04%	171
2018 Q3	$641K	Buy	7,518 +15	+0.2%	+$1.46K	0.05%	156
2018 Q2	$788K	Hold	7,503	–	–	0.07%	134
2018 Q1	$773K	Buy	7,503 +503	+7%	+$54.2K	0.07%	133
2017 Q4	$793K	Hold	7,000	–	–	0.07%	134
2017 Q3	$747K	Hold	7,000	–	–	0.06%	133
2017 Q2	$647K	Hold	7,000	–	–	0.06%	144
2017 Q1	$680K	Hold	7,000	–	–	0.06%	139
2016 Q4	$690K	Hold	7,000	–	–	0.06%	139
2016 Q3	$541K	Sell	7,000 -150	-2%	-$12K	0.05%	156
2016 Q2	$552K	Hold	7,150	–	–	0.06%	152
2016 Q1	$501K	Hold	7,150	–	–	0.05%	157
2015 Q4	$432K	Hold	7,150	–	–	0.05%	173
2015 Q3	$489K	Hold	7,150	–	–	0.06%	158
2015 Q2	$546K	Hold	7,150	–	–	0.06%	160
2015 Q1	$597K	Hold	7,150	–	–	0.06%	154
2014 Q4	$544K	Hold	7,150	–	–	0.06%	155
2014 Q3	$728K	Sell	7,150 -3	-0%	-$291	0.08%	136
2014 Q2	$674K	Hold	7,153	–	–	0.07%	140
2014 Q1	$634K	Buy	7,153 +150	+2%	+$12.4K	0.07%	145
2013 Q4	$542K	Hold	7,003	–	–	0.07%	141
2013 Q3	$508K	Hold	7,003	–	–	0.07%	139
2013 Q2	$464K	Buy	+7,003	New	+$485K	0.06%	144

Other funds holding EXP

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Linscomb Wealth's EXP Position: Q1 2026 in Review

Linscomb Wealth held its Eagle Materials (EXP) position steady in Q1 2026 at 4,923 shares worth $933K. The position accounts for 0.04% of the portfolio, ranked #201.

Linscomb Wealth first reported a position in EXP in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.44M in Q3 2024. 481 funds tracked by Wall St. Rank hold EXP as of Q1 2026.

Linscomb Wealth held 4,923 shares of Eagle Materials worth $933K as of Q1 2026.
Linscomb Wealth left its Eagle Materials share count unchanged in Q1 2026.
Eagle Materials made up 0.04% of Linscomb Wealth's portfolio in Q1 2026, its #201 holding.
Linscomb Wealth first reported a position in Eagle Materials in Q2 2013 and has held it in 52 quarters since.
Linscomb Wealth's Eagle Materials position peaked at $2.44M in Q3 2024.
481 funds tracked by Wall St. Rank held Eagle Materials as of Q1 2026.

Based on Linscomb Wealth's 13F filing for Q1 2026, filed 11 May 2026.