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Outlook Wealth Advisors’s Eagle Materials EXP Stock Holding History

Outlook Wealth Advisors’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 		$286K Hold
1,272
– – 0.06% 261
2026
Q1 		$241K Buy
1,272
+8
+0.6% +$1.7K 0.06% 285
2025
Q4 		$261K Buy
1,264
+10
+0.8% +$2.21K 0.06% 266
2025
Q3 		$292K Buy
+1,254
New +$284K 0.07% 237

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

Outlook Wealth Advisors's EXP Position: Q2 2026 in Review

Outlook Wealth Advisors held its Eagle Materials (EXP) position steady in Q2 2026 at 1,272 shares worth $286K. The position accounts for 0.06% of the portfolio, ranked #261.

Outlook Wealth Advisors first reported a position in EXP in Q3 2025 and has held it in 4 quarters since. The position peaked at $292K in Q3 2025. 536 funds tracked by Wall St. Rank hold EXP as of Q2 2026.

  • Outlook Wealth Advisors held 1,272 shares of Eagle Materials worth $286K as of Q2 2026.
  • Outlook Wealth Advisors left its Eagle Materials share count unchanged in Q2 2026.
  • Eagle Materials made up 0.06% of Outlook Wealth Advisors's portfolio in Q2 2026, its #261 holding.
  • Outlook Wealth Advisors first reported a position in Eagle Materials in Q3 2025 and has held it in 4 quarters since.
  • Outlook Wealth Advisors's Eagle Materials position peaked at $292K in Q3 2025.
  • 536 funds tracked by Wall St. Rank held Eagle Materials as of Q2 2026.

Based on Outlook Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.