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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
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 $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

Outlook Wealth Advisors's EXP Position: Q1 2026 in Review

Outlook Wealth Advisors increased its Eagle Materials (EXP) stake by 0.63% in Q1 2026, buying an estimated $1.7K and bringing the position to 1,272 shares worth $241K. The position accounts for 0.06% of the portfolio, ranked #285.

Outlook Wealth Advisors first reported a position in EXP in Q3 2025 and has held it in 3 quarters since. The position peaked at $292K in Q3 2025. 482 funds tracked by Wall St. Rank hold EXP as of Q1 2026.

  • Outlook Wealth Advisors held 1,272 shares of Eagle Materials worth $241K as of Q1 2026.
  • Outlook Wealth Advisors bought 8 Eagle Materials shares in Q1 2026, an estimated $1.7K.
  • Eagle Materials made up 0.06% of Outlook Wealth Advisors's portfolio in Q1 2026, its #285 holding.
  • Outlook Wealth Advisors first reported a position in Eagle Materials in Q3 2025 and has held it in 3 quarters since.
  • Outlook Wealth Advisors's Eagle Materials position peaked at $292K in Q3 2025.
  • 482 funds tracked by Wall St. Rank held Eagle Materials as of Q1 2026.

Based on Outlook Wealth Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.