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Bullock Wealth Management’s Emcor EME Stock Holding History

Bullock 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
Q2 		$553K Hold
688
– – 0.24% 96
2026
Q1 		$523K Hold
688
– – 0.26% 88
2025
Q4 		$421K Sell
688
-37
-5% -$24K 0.21% 99
2025
Q3 		$475K Buy
725
+10
+1% +$6.07K 0.24% 95
2025
Q2 		$380K Buy
715
+5
+0.7% +$2.21K 0.2% 104
2025
Q1 		$267K Buy
710
+21
+3% +$9.08K 0.15% 123
2024
Q4 		$313K Buy
689
+95
+16% +$44.9K 0.18% 109
2024
Q3 		$254K Buy
594
+91
+18% +$34.3K 0.15% 116
2024
Q2 		$181K Buy
503
+354
+238% +$131K 0.12% 143
2024
Q1 		$52.9K Buy
+149
New +$40K 0.04% 239

Other funds holding EME

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Bullock Wealth Management's EME Position: Q2 2026 in Review

Bullock Wealth Management held its Emcor (EME) position steady in Q2 2026 at 688 shares worth $553K. The position accounts for 0.24% of the portfolio, ranked #96.

Bullock Wealth Management first reported a position in EME in Q1 2024 and has held it in 10 quarters since. 1,251 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • Bullock Wealth Management held 688 shares of Emcor worth $553K as of Q2 2026.
  • Bullock Wealth Management left its Emcor share count unchanged in Q2 2026.
  • Emcor made up 0.24% of Bullock Wealth Management's portfolio in Q2 2026, its #96 holding.
  • Bullock Wealth Management first reported a position in Emcor in Q1 2024 and has held it in 10 quarters since.
  • 1,251 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.