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Sowell Financial Services’s Eagle Materials EXP Stock Holding History

Sowell Financial 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 		$290K Sell
1,290
-37
-3% -$7.74K 0.01% 885
2026
Q1 		$251K Buy
1,327
+39
+3% +$8.3K 0.01% 908
2025
Q4 		$266K Buy
1,288
+421
+49% +$92.9K 0.01% 876
2025
Q3 		$202K Buy
+867
New +$197K 0.01% 1001
2025
Q2 		– Sell
-2,774
Closed -$616K – 1058
2025
Q1 		$616K Buy
+2,774
New +$658K 0.03% 534
2021
Q2 		– Sell
-11
Closed -$2K – 1210
2021
Q1 		$2K Sell
11
-50
-82% -$6.06K ﹤0.01% 2816
2020
Q4 		$6K Buy
61
+50
+455% +$4.65K ﹤0.01% 2199
2020
Q3 		$1K Hold
11
– – ﹤0.01% 2356
2020
Q2 		$1K Hold
11
– – ﹤0.01% 2285
2020
Q1 		$1K Sell
11
-5
-31% -$399 ﹤0.01% 2229
2019
Q4 		$1K Hold
16
– – ﹤0.01% 2329
2019
Q3 		$1K Buy
+16
New +$1.37K ﹤0.01% 2227
2018
Q1 		– Sell
-4,885
Closed -$566K – 281
2017
Q4 		$566K Buy
+4,885
New +$529K 0.14% 147
2017
Q1 		– Sell
-19
Closed -$2K – 347
2016
Q4 		$2K Buy
+19
New +$1.71K ﹤0.01% 588

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

Sowell Financial Services's EXP Position: Q2 2026 in Review

Sowell Financial Services reduced its Eagle Materials (EXP) stake by 2.8% in Q2 2026, selling an estimated $7.74K and leaving 1,290 shares worth $290K. The position accounts for 0.01% of the portfolio, ranked #885.

Sowell Financial Services first reported a position in EXP in Q4 2016 and has held it in 14 quarters since. The position peaked at $616K in Q1 2025. 533 funds tracked by Wall St. Rank hold EXP as of Q2 2026.

  • Sowell Financial Services held 1,290 shares of Eagle Materials worth $290K as of Q2 2026.
  • Sowell Financial Services sold 37 Eagle Materials shares in Q2 2026, an estimated $7.74K.
  • Eagle Materials made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #885 holding.
  • Sowell Financial Services first reported a position in Eagle Materials in Q4 2016 and has held it in 14 quarters since.
  • Sowell Financial Services's Eagle Materials position peaked at $616K in Q1 2025.
  • 533 funds tracked by Wall St. Rank held Eagle Materials as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.