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Simplicity Wealth’s Eagle Materials EXP Stock Holding History

Simplicity Wealth’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 		$337K Buy
1,780
+15
+0.8% +$3.19K 0.02% 553
2025
Q4 		$365K Sell
1,765
-81
-4% -$17.9K 0.02% 507
2025
Q3 		$430K Sell
1,846
-12
-0.6% -$2.72K 0.02% 480
2025
Q2 		$376K Sell
1,858
-882
-32% -$190K 0.02% 512
2025
Q1 		$608K Sell
2,740
-74
-3% -$17.5K 0.05% 313
2024
Q4 		$694K Sell
2,814
-23
-0.8% -$6.64K 0.14% 127
2024
Q3 		$816K Sell
2,837
-2,858
-50% -$715K 0.08% 225
2024
Q2 		$1.24M Sell
5,695
-491
-8% -$120K 0.03% 468
2024
Q1 		$1.68M Buy
+6,186
New +$1.46M 0.04% 385

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

Simplicity Wealth's EXP Position: Q1 2026 in Review

Simplicity Wealth increased its Eagle Materials (EXP) stake by 0.85% in Q1 2026, buying an estimated $3.19K and bringing the position to 1,780 shares worth $337K. The position accounts for 0.02% of the portfolio, ranked #553.

Simplicity Wealth first reported a position in EXP in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.68M in Q1 2024. 481 funds tracked by Wall St. Rank hold EXP as of Q1 2026.

  • Simplicity Wealth held 1,780 shares of Eagle Materials worth $337K as of Q1 2026.
  • Simplicity Wealth bought 15 Eagle Materials shares in Q1 2026, an estimated $3.19K.
  • Eagle Materials made up 0.02% of Simplicity Wealth's portfolio in Q1 2026, its #553 holding.
  • Simplicity Wealth first reported a position in Eagle Materials in Q1 2024 and has held it in 9 quarters since.
  • Simplicity Wealth's Eagle Materials position peaked at $1.68M in Q1 2024.
  • 481 funds tracked by Wall St. Rank held Eagle Materials as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.