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Marshall Financial Group (Maryland)’s Eagle Materials EXP Stock Holding History

Marshall Financial Group (Maryland)’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
2025
Q4 		– Sell
-3,968
Closed -$925K – 291
2025
Q3 		$925K Buy
3,968
+251
+7% +$56.9K 0.18% 136
2025
Q2 		$788K Buy
+3,717
New +$801K 0.15% 156
2022
Q2 		– Sell
-5,803
Closed -$745K – 194
2022
Q1 		$745K Buy
5,803
+31
+0.5% +$4.4K 0.3% 122
2021
Q4 		$961K Buy
+5,772
New +$887K 0.35% 102

Other funds holding EXP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.42B AUM 22.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Marshall Financial Group (Maryland)'s EXP Position: Q4 2025 in Review

Marshall Financial Group (Maryland) sold out of Eagle Materials (EXP) in Q4 2025, closing a stake of 3,968 shares — an estimated $925K sold.

Marshall Financial Group (Maryland) first reported a position in EXP in Q4 2021 and held it in 4 quarters. The position peaked at $961K in Q4 2021. 491 funds tracked by Wall St. Rank hold EXP as of Q4 2025.

  • Marshall Financial Group (Maryland) reported no remaining Eagle Materials position as of Q4 2025 after selling out during the quarter.
  • Marshall Financial Group (Maryland) sold 3,968 Eagle Materials shares in Q4 2025, an estimated $925K.
  • Marshall Financial Group (Maryland) first reported a position in Eagle Materials in Q4 2021 and held it in 4 quarters.
  • Marshall Financial Group (Maryland)'s Eagle Materials position peaked at $961K in Q4 2021.
  • 491 funds tracked by Wall St. Rank held Eagle Materials as of Q4 2025.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q4 2025, filed 9 Jan 2026.