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

Moran 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 		$8.94M Sell
39,748
-2,350
-6% -$491K 0.24% 138
2026
Q1 		$7.98M Buy
42,098
+396
+0.9% +$84.3K 0.24% 141
2025
Q4 		$8.62M Sell
41,702
-2,343
-5% -$517K 0.26% 121
2025
Q3 		$10.3M Sell
44,045
-668
-1% -$151K 0.31% 102
2025
Q2 		$9.04M Sell
44,713
-3,008
-6% -$648K 0.28% 114
2025
Q1 		$10.6M Sell
47,721
-1,374
-3% -$326K 0.36% 89
2024
Q4 		$12.1M Sell
49,095
-724
-1% -$209K 0.39% 89
2024
Q3 		$14.3M Sell
49,819
-1,390
-3% -$348K 0.44% 78
2024
Q2 		$11.1M Buy
51,209
+9,276
+22% +$2.27M 0.37% 91
2024
Q1 		$11.4M Sell
41,933
-1,327
-3% -$313K 0.37% 93
2023
Q4 		$8.77M Sell
43,260
-1,719
-4% -$302K 0.31% 108
2023
Q3 		$7.49M Sell
44,979
-280
-0.6% -$50.9K 0.29% 120
2023
Q2 		$8.44M Sell
45,259
-2,337
-5% -$372K 0.32% 111
2023
Q1 		$6.98M Buy
47,596
+2,116
+5% +$300K 0.26% 125
2022
Q4 		$6.04M Buy
+45,480
New +$5.75M 0.23% 129

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

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

Moran Wealth Management reduced its Eagle Materials (EXP) stake by 5.6% in Q2 2026, selling an estimated $491K and leaving 39,748 shares worth $8.94M. The position accounts for 0.24% of the portfolio, ranked #138.

Moran Wealth Management first reported a position in EXP in Q4 2022 and has held it in 15 quarters since. The position peaked at $14.3M in Q3 2024. 534 funds tracked by Wall St. Rank hold EXP as of Q2 2026.

  • Moran Wealth Management held 39,748 shares of Eagle Materials worth $8.94M as of Q2 2026.
  • Moran Wealth Management sold 2,350 Eagle Materials shares in Q2 2026, an estimated $491K.
  • Eagle Materials made up 0.24% of Moran Wealth Management's portfolio in Q2 2026, its #138 holding.
  • Moran Wealth Management first reported a position in Eagle Materials in Q4 2022 and has held it in 15 quarters since.
  • Moran Wealth Management's Eagle Materials position peaked at $14.3M in Q3 2024.
  • 534 funds tracked by Wall St. Rank held Eagle Materials as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.