MWM
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Modern Wealth Management’s Eagle Materials EXP Stock Holding History

Modern Wealth 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 		$306K Buy
1,361
+71
+6% +$14.8K ﹤0.01% 881
2026
Q1 		$246K Buy
+1,290
New +$275K ﹤0.01% 774

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

Modern Wealth Management's EXP Position: Q2 2026 in Review

Modern Wealth Management increased its Eagle Materials (EXP) stake by 5.5% in Q2 2026, buying an estimated $14.8K and bringing the position to 1,361 shares worth $306K. The position accounts for ﹤0.01% of the portfolio, ranked #881.

Modern Wealth Management first reported a position in EXP in Q1 2026 and has held it in 2 quarters since. 533 funds tracked by Wall St. Rank hold EXP as of Q2 2026.

  • Modern Wealth Management held 1,361 shares of Eagle Materials worth $306K as of Q2 2026.
  • Modern Wealth Management bought 71 Eagle Materials shares in Q2 2026, an estimated $14.8K.
  • Eagle Materials made up ﹤0.01% of Modern Wealth Management's portfolio in Q2 2026, its #881 holding.
  • Modern Wealth Management first reported a position in Eagle Materials in Q1 2026 and has held it in 2 quarters since.
  • 533 funds tracked by Wall St. Rank held Eagle Materials as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.