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Summit Trail Advisors’s Eagle Materials EXP Stock Holding History

Summit Trail Advisors’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 		$380K Buy
2,007
+586
+41% +$125K 0.01% 1251
2025
Q4 		$294K Buy
1,421
+375
+36% +$82.8K 0.01% 1208
2025
Q3 		$244K Buy
+1,046
New +$237K ﹤0.01% 1249
2018
Q1 		– Sell
-218
Closed -$26K – 831
2017
Q4 		$26K Buy
+218
New +$23.6K ﹤0.01% 972

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

Summit Trail Advisors's EXP Position: Q1 2026 in Review

Summit Trail Advisors increased its Eagle Materials (EXP) stake by 41% in Q1 2026, buying an estimated $125K and bringing the position to 2,007 shares worth $380K. The position accounts for 0.01% of the portfolio, ranked #1251.

Summit Trail Advisors first reported a position in EXP in Q4 2017 and has held it in 4 quarters since. 481 funds tracked by Wall St. Rank hold EXP as of Q1 2026.

  • Summit Trail Advisors held 2,007 shares of Eagle Materials worth $380K as of Q1 2026.
  • Summit Trail Advisors bought 586 Eagle Materials shares in Q1 2026, an estimated $125K.
  • Eagle Materials made up 0.01% of Summit Trail Advisors's portfolio in Q1 2026, its #1251 holding.
  • Summit Trail Advisors first reported a position in Eagle Materials in Q4 2017 and has held it in 4 quarters since.
  • 481 funds tracked by Wall St. Rank held Eagle Materials as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.