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Whipplewood Advisors’s Eagle Materials EXP Stock Holding History

Whipplewood 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
Q2 		$1.13K Sell
5
-8
-62% -$1.67K ﹤0.01% 531
2026
Q1 		$2.46K Buy
+13
New +$2.77K ﹤0.01% 738
2025
Q3 		– Sell
-13
Closed -$2.63K – 600
2025
Q2 		$2.63K Sell
13
-26
-67% -$5.6K ﹤0.01% 824
2025
Q1 		$2.88K Buy
39
+26
+200% +$6.17K ﹤0.01% 814
2024
Q4 		$3.21K Buy
+13
New +$3.75K ﹤0.01% 787

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

Whipplewood Advisors's EXP Position: Q2 2026 in Review

Whipplewood Advisors reduced its Eagle Materials (EXP) stake by 62% in Q2 2026, selling an estimated $1.67K and leaving 5 shares worth $1.13K. The position accounts for ﹤0.01% of the portfolio, ranked #531.

Whipplewood Advisors first reported a position in EXP in Q4 2024 and has held it in 5 quarters since. The position peaked at $3.21K in Q4 2024. 533 funds tracked by Wall St. Rank hold EXP as of Q2 2026.

  • Whipplewood Advisors held 5 shares of Eagle Materials worth $1.13K as of Q2 2026.
  • Whipplewood Advisors sold 8 Eagle Materials shares in Q2 2026, an estimated $1.67K.
  • Eagle Materials made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #531 holding.
  • Whipplewood Advisors first reported a position in Eagle Materials in Q4 2024 and has held it in 5 quarters since.
  • Whipplewood Advisors's Eagle Materials position peaked at $3.21K in Q4 2024.
  • 533 funds tracked by Wall St. Rank held Eagle Materials as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.