PWPS
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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
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
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