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Baer Investment Advisory’s Emcor EME Stock Holding History

Baer Investment Advisory’s Portfolio EME Stock Details EME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.76M Sell
6,442
-1,997
-24% -$1.45M 4.75% 5
2025
Q4 		$5.16M Buy
8,439
+236
+3% +$153K 4.91% 5
2025
Q3 		$5.33M Buy
8,203
+60
+0.7% +$36.4K 4.57% 5
2025
Q2 		$3.82M Sell
8,143
-163
-2% -$71.9K 4.35% 6
2025
Q1 		$3.12M Buy
8,306
+18
+0.2% +$7.79K 4.04% 14
2024
Q4 		$3.53M Buy
+8,288
New +$3.92M 3.81% 13

Other funds holding EME

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Baer Investment Advisory's EME Position: Q1 2026 in Review

Baer Investment Advisory reduced its Emcor (EME) stake by 24% in Q1 2026, selling an estimated $1.45M and leaving 6,442 shares worth $4.76M. The position accounts for 4.75% of the portfolio, ranked #5.

Baer Investment Advisory first reported a position in EME in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.33M in Q3 2025. 1,160 funds tracked by Wall St. Rank hold EME as of Q1 2026.

  • Baer Investment Advisory held 6,442 shares of Emcor worth $4.76M as of Q1 2026.
  • Baer Investment Advisory sold 1,997 Emcor shares in Q1 2026, an estimated $1.45M.
  • Emcor made up 4.75% of Baer Investment Advisory's portfolio in Q1 2026, its #5 holding.
  • Baer Investment Advisory first reported a position in Emcor in Q4 2024 and has held it in 6 quarters since.
  • Baer Investment Advisory's Emcor position peaked at $5.33M in Q3 2025.
  • 1,160 funds tracked by Wall St. Rank held Emcor as of Q1 2026.

Based on Baer Investment Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.