Pinnacle Wealth Planning Services’s Eagle Materials EXP Stock Holding History

Pinnacle Wealth Planning Services’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	$15.3K	Buy	68 +12	+21%	+$2.51K	﹤0.01%	1895
2026 Q1	$10.6K	Buy	56 +8	+17%	+$1.7K	﹤0.01%	1969
2025 Q4	$9.92K	Buy	+48	New	+$10.6K	﹤0.01%	2015
2024 Q4	–	Sell	-804	Closed	-$231K	–	448
2024 Q3	$231K	Buy	+804	New	+$201K	0.03%	408
2024 Q2	–	Sell	-796	Closed	-$216K	–	526
2024 Q1	$216K	Buy	+796	New	+$188K	0.03%	398
2021 Q1	–	Sell	-3	Closed	–	–	880
2020 Q4	$0	Buy	+3	New	+$279	﹤0.01%	2271

Other funds holding EXP

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Pinnacle Wealth Planning Services's EXP Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Eagle Materials (EXP) stake by 21% in Q2 2026, buying an estimated $2.51K and bringing the position to 68 shares worth $15.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1895.

Pinnacle Wealth Planning Services first reported a position in EXP in Q4 2020 and has held it in 6 quarters since. The position peaked at $231K in Q3 2024. 534 funds tracked by Wall St. Rank hold EXP as of Q2 2026.

Pinnacle Wealth Planning Services held 68 shares of Eagle Materials worth $15.3K as of Q2 2026.
Pinnacle Wealth Planning Services bought 12 Eagle Materials shares in Q2 2026, an estimated $2.51K.
Eagle Materials made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1895 holding.
Pinnacle Wealth Planning Services first reported a position in Eagle Materials in Q4 2020 and has held it in 6 quarters since.
Pinnacle Wealth Planning Services's Eagle Materials position peaked at $231K in Q3 2024.
534 funds tracked by Wall St. Rank held Eagle Materials as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.