MIM
EXP icon

Morningstar Investment Management’s Eagle Materials EXP Stock Holding History

Morningstar Investment 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 		$909K Hold
4,796
– – 0.06% 210
2026
Q1 		$909K Buy
4,796
+2,971
+163% +$632K 0.06% 208
2025
Q4 		$377K Sell
1,825
-3
-0.2% -$662 0.02% 294
2025
Q3 		$426K Buy
+1,828
New +$414K 0.02% 437

Other funds holding EXP

HGIM
High Ground Investment Management London, United Kingdom $1.14B AUM 29.32% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
GIA
Guyasuta Investment Advisors Pittsburgh, Pennsylvania $1.94B AUM 32.92% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
HLCM
Hi-Line Capital Management Watertown, South Dakota $355M AUM 16.76% 1-Year Est. Return
WRM
Weybosset Research & Management Province, Rhode Island $381M AUM 42.16% 1-Year Est. Return
WTC
WhitTier Trust Company Reno, Nevada $5.35B AUM 29.91% 1-Year Est. Return
SC
Skylands Capital Milwaukee, Wisconsin $814M AUM 32.37% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Morningstar Investment Management's EXP Position: Q2 2026 in Review

Morningstar Investment Management held its Eagle Materials (EXP) position steady in Q2 2026 at 4,796 shares worth $909K. The position accounts for 0.06% of the portfolio, ranked #210.

Morningstar Investment Management first reported a position in EXP in Q3 2025 and has held it in 4 quarters since. 135 funds tracked by Wall St. Rank hold EXP as of Q2 2026.

  • Morningstar Investment Management held 4,796 shares of Eagle Materials worth $909K as of Q2 2026.
  • Morningstar Investment Management left its Eagle Materials share count unchanged in Q2 2026.
  • Eagle Materials made up 0.06% of Morningstar Investment Management's portfolio in Q2 2026, its #210 holding.
  • Morningstar Investment Management first reported a position in Eagle Materials in Q3 2025 and has held it in 4 quarters since.
  • 135 funds tracked by Wall St. Rank held Eagle Materials as of Q2 2026.

Based on Morningstar Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.