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Bellwether Advisors’s Emcor EME Stock Holding History

Bellwether Advisors’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 		$3.58M Buy
4,854
+1,732
+55% +$1.26M 0.61% 44
2025
Q4 		$1.91M Sell
3,122
-3,616
-54% -$2.34M 0.3% 63
2025
Q3 		$4.38M Sell
6,738
-4,091
-38% -$2.48M 0.72% 33
2025
Q2 		$5.79M Buy
+10,829
New +$4.78M 0.99% 27

Other funds holding EME

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $156B AUM 27.51% 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

Bellwether Advisors's EME Position: Q1 2026 in Review

Bellwether Advisors increased its Emcor (EME) stake by 55% in Q1 2026, buying an estimated $1.26M and bringing the position to 4,854 shares worth $3.58M. The position accounts for 0.61% of the portfolio, ranked #44.

Bellwether Advisors first reported a position in EME in Q2 2025 and has held it in 4 quarters since. The position peaked at $5.79M in Q2 2025. 1,157 funds tracked by Wall St. Rank hold EME as of Q1 2026.

  • Bellwether Advisors held 4,854 shares of Emcor worth $3.58M as of Q1 2026.
  • Bellwether Advisors bought 1,732 Emcor shares in Q1 2026, an estimated $1.26M.
  • Emcor made up 0.61% of Bellwether Advisors's portfolio in Q1 2026, its #44 holding.
  • Bellwether Advisors first reported a position in Emcor in Q2 2025 and has held it in 4 quarters since.
  • Bellwether Advisors's Emcor position peaked at $5.79M in Q2 2025.
  • 1,157 funds tracked by Wall St. Rank held Emcor as of Q1 2026.

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