Bourne Lent Asset Management’s Emcor EME Stock Holding History

Bourne Lent Asset 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 Q1	$543K	Hold	736	–	–	0.2%	40
2025 Q4	$450K	Hold	736	–	–	0.15%	44
2025 Q3	$478K	Hold	736	–	–	0.17%	42
2025 Q2	$394K	Hold	736	–	–	0.15%	45
2025 Q1	$272K	Hold	736	–	–	0.12%	55
2024 Q4	$334K	Hold	736	–	–	0.13%	46
2024 Q3	$317K	Hold	736	–	–	0.12%	50
2024 Q2	$269K	Hold	736	–	–	0.1%	51
2024 Q1	$258K	Buy	+736	New	+$198K	0.1%	56

Other funds holding EME

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bourne Lent Asset Management's EME Position: Q1 2026 in Review

Bourne Lent Asset Management held its Emcor (EME) position steady in Q1 2026 at 736 shares worth $543K. The position accounts for 0.2% of the portfolio, ranked #40.

Bourne Lent Asset Management first reported a position in EME in Q1 2024 and has held it in 9 quarters since. 1,157 funds tracked by Wall St. Rank hold EME as of Q1 2026.

Bourne Lent Asset Management held 736 shares of Emcor worth $543K as of Q1 2026.
Bourne Lent Asset Management left its Emcor share count unchanged in Q1 2026.
Emcor made up 0.2% of Bourne Lent Asset Management's portfolio in Q1 2026, its #40 holding.
Bourne Lent Asset Management first reported a position in Emcor in Q1 2024 and has held it in 9 quarters since.
1,157 funds tracked by Wall St. Rank held Emcor as of Q1 2026.

Based on Bourne Lent Asset Management's 13F filing for Q1 2026, filed 17 Apr 2026.