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Perigon Wealth Management’s Eagle Materials EXP Stock Holding History

Perigon 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 		$1.25M Buy
5,558
+103
+2% +$21.5K 0.02% 518
2026
Q1 		$1.03M Buy
5,455
+82
+2% +$17.4K 0.02% 525
2025
Q4 		$1.11M Buy
5,373
+620
+13% +$137K 0.02% 506
2025
Q3 		$1.11M Buy
4,753
+13
+0.3% +$2.95K 0.02% 479
2025
Q2 		$958K Sell
4,740
-595
-11% -$128K 0.02% 480
2025
Q1 		$1.18M Sell
5,335
-232
-4% -$55K 0.03% 413
2024
Q4 		$1.42M Buy
5,567
+87
+2% +$25.1K 0.03% 363
2024
Q3 		$1.58M Buy
5,480
+573
+12% +$143K 0.04% 327
2024
Q2 		$1.07M Sell
4,907
-50
-1% -$12.2K 0.03% 362
2024
Q1 		$1.35M Buy
4,957
+514
+12% +$121K 0.04% 306
2023
Q4 		$901K Sell
4,443
-332
-7% -$58.4K 0.03% 360
2023
Q3 		$795K Buy
4,775
+139
+3% +$25.3K 0.03% 351
2023
Q2 		$864K Buy
4,636
+1
+0% +$159 0.03% 343
2023
Q1 		$680K Sell
4,635
-10
-0.2% -$1.42K 0.04% 337
2022
Q4 		$617K Buy
4,645
+97
+2% +$12.3K 0.04% 352
2022
Q3 		$487K Sell
4,548
-850
-16% -$102K 0.04% 335
2022
Q2 		$593K Buy
5,398
+619
+13% +$76.2K 0.05% 294
2022
Q1 		$613K Buy
4,779
+81
+2% +$11.5K 0.04% 313
2021
Q4 		$782K Buy
4,698
+818
+21% +$126K 0.06% 257
2021
Q3 		$509K Buy
3,880
+876
+29% +$126K 0.04% 306
2021
Q2 		$427K Buy
3,004
+65
+2% +$9.35K 0.04% 338
2021
Q1 		$395K Buy
+2,939
New +$356K 0.04% 336
2018
Q3 		– Sell
-36,515
Closed -$3.84M – 252
2018
Q2 		$3.84M Buy
36,515
+1,200
+3% +$126K 1.15% 24
2018
Q1 		$3.64M Buy
+35,315
New +$3.81M 1.34% 19

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

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

Perigon Wealth Management increased its Eagle Materials (EXP) stake by 1.9% in Q2 2026, buying an estimated $21.5K and bringing the position to 5,558 shares worth $1.25M. The position accounts for 0.02% of the portfolio, ranked #518.

Perigon Wealth Management first reported a position in EXP in Q1 2018 and has held it in 24 quarters since. The position peaked at $3.84M in Q2 2018. 534 funds tracked by Wall St. Rank hold EXP as of Q2 2026.

  • Perigon Wealth Management held 5,558 shares of Eagle Materials worth $1.25M as of Q2 2026.
  • Perigon Wealth Management bought 103 Eagle Materials shares in Q2 2026, an estimated $21.5K.
  • Eagle Materials made up 0.02% of Perigon Wealth Management's portfolio in Q2 2026, its #518 holding.
  • Perigon Wealth Management first reported a position in Eagle Materials in Q1 2018 and has held it in 24 quarters since.
  • Perigon Wealth Management's Eagle Materials position peaked at $3.84M in Q2 2018.
  • 534 funds tracked by Wall St. Rank held Eagle Materials as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.