BAM Wealth Management
EME icon

BAM Wealth Management’s Emcor EME Stock Holding History

BAM Wealth Management’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
Q3 		$651K Sell
863
-127
-13% -$97.9K 0.35% 74
2026
Q2 		$822K Buy
+990
New +$837K 0.51% 52

Other funds holding EME

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $29.2B AUM 33.64% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

BAM Wealth Management's EME Position: Q3 2026 in Review

BAM Wealth Management reduced its Emcor (EME) stake by 13% in Q3 2026, selling an estimated $97.9K and leaving 863 shares worth $651K. The position accounts for 0.35% of the portfolio, ranked #74.

BAM Wealth Management first reported a position in EME in Q2 2026 and has held it in 2 quarters since. The position peaked at $822K in Q2 2026. 749 funds tracked by Wall St. Rank hold EME as of Q3 2026.

  • BAM Wealth Management held 863 shares of Emcor worth $651K as of Q3 2026.
  • BAM Wealth Management sold 127 Emcor shares in Q3 2026, an estimated $97.9K.
  • Emcor made up 0.35% of BAM Wealth Management's portfolio in Q3 2026, its #74 holding.
  • BAM Wealth Management first reported a position in Emcor in Q2 2026 and has held it in 2 quarters since.
  • BAM Wealth Management's Emcor position peaked at $822K in Q2 2026.
  • 749 funds tracked by Wall St. Rank held Emcor as of Q3 2026.

Based on BAM Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.