Montag & Associates’s Eagle Materials EXP Stock Holding History

Montag & Associates’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	$1.65K	Hold	7	–	–	﹤0.01%	882
2026 Q1	$1.39K	Hold	7	–	–	﹤0.01%	873
2025 Q4	$1.51K	Sell	7 -5	-42%	-$1.1K	﹤0.01%	889
2025 Q3	$2.76K	Hold	12	–	–	﹤0.01%	880
2025 Q2	$2.36K	Hold	12	–	–	﹤0.01%	841
2025 Q1	$2.59K	Buy	12 +3	+33%	+$711	﹤0.01%	877
2024 Q4	$2.31K	Hold	9	–	–	﹤0.01%	879
2024 Q3	$2.69K	Buy	9 +3	+50%	+$750	﹤0.01%	900
2024 Q2	$1.26K	Hold	6	–	–	﹤0.01%	910
2024 Q1	$1.58K	Buy	+6	New	+$1.42K	﹤0.01%	882

Other funds holding EXP

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Montag & Associates's EXP Position: Q2 2026 in Review

Montag & Associates held its Eagle Materials (EXP) position steady in Q2 2026 at 7 shares worth $1.65K. The position accounts for ﹤0.01% of the portfolio, ranked #882.

Montag & Associates first reported a position in EXP in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.76K in Q3 2025. 536 funds tracked by Wall St. Rank hold EXP as of Q2 2026.

Montag & Associates held 7 shares of Eagle Materials worth $1.65K as of Q2 2026.
Montag & Associates left its Eagle Materials share count unchanged in Q2 2026.
Eagle Materials made up ﹤0.01% of Montag & Associates's portfolio in Q2 2026, its #882 holding.
Montag & Associates first reported a position in Eagle Materials in Q1 2024 and has held it in 10 quarters since.
Montag & Associates's Eagle Materials position peaked at $2.76K in Q3 2025.
536 funds tracked by Wall St. Rank held Eagle Materials as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.