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NewEdge Wealth’s Eagle Materials EXP Stock Holding History

NewEdge Wealth’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
Q1 		– Sell
-1,277
Closed -$264K – 1177
2025
Q4 		$264K Sell
1,277
-878
-41% -$194K ﹤0.01% 1068
2025
Q3 		$447K Sell
2,155
-510
-19% -$116K 0.01% 785
2025
Q2 		$598K Sell
2,665
-5,054
-65% -$1.09M 0.01% 655
2025
Q1 		$1.71M Sell
7,719
-102,248
-93% -$24.2M 0.03% 381
2024
Q4 		$27.1M Buy
109,967
+4,824
+5% +$1.39M 0.47% 57
2024
Q3 		$30.2M Buy
105,143
+3,705
+4% +$926K 0.55% 47
2024
Q2 		$22.1M Buy
101,438
+1,794
+2% +$439K 0.48% 57
2024
Q1 		$25.6M Buy
99,644
+10,554
+12% +$2.49M 0.57% 42
2023
Q4 		$18.1M Buy
89,090
+10,514
+13% +$1.85M 0.46% 62
2023
Q3 		$13.1M Buy
78,576
+19,060
+32% +$3.46M 0.41% 70
2023
Q2 		$11.1M Buy
59,516
+1,264
+2% +$201K 0.37% 79
2023
Q1 		$8.55M Buy
+58,252
New +$8.26M 0.32% 84

Other funds holding EXP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

NewEdge Wealth's EXP Position: Q1 2026 in Review

NewEdge Wealth sold out of Eagle Materials (EXP) in Q1 2026, closing a stake of 1,277 shares — an estimated $264K sold.

NewEdge Wealth first reported a position in EXP in Q1 2023 and held it in 12 quarters. The position peaked at $30.2M in Q3 2024. 481 funds tracked by Wall St. Rank hold EXP as of Q1 2026.

  • NewEdge Wealth reported no remaining Eagle Materials position as of Q1 2026 after selling out during the quarter.
  • NewEdge Wealth sold 1,277 Eagle Materials shares in Q1 2026, an estimated $264K.
  • NewEdge Wealth first reported a position in Eagle Materials in Q1 2023 and held it in 12 quarters.
  • NewEdge Wealth's Eagle Materials position peaked at $30.2M in Q3 2024.
  • 481 funds tracked by Wall St. Rank held Eagle Materials as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.