Capital Wealth Planning’s Emcor EME Stock Holding History

Capital Wealth Planning’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
2025 Q4	–	Sell	-1,700	Closed	-$1.1M	–	160
2025 Q3	$1.1M	Buy	+1,700	New	+$1.03M	0.01%	124

Other funds holding EME

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital Wealth Planning's EME Position: Q4 2025 in Review

Capital Wealth Planning sold out of Emcor (EME) in Q4 2025, closing a stake of 1,700 shares — an estimated $1.1M sold.

Capital Wealth Planning first reported a position in EME in Q3 2025 and held it in 1 quarter. The position peaked at $1.1M in Q3 2025. 1,098 funds tracked by Wall St. Rank hold EME as of Q4 2025.

Capital Wealth Planning reported no remaining Emcor position as of Q4 2025 after selling out during the quarter.
Capital Wealth Planning sold 1,700 Emcor shares in Q4 2025, an estimated $1.1M.
Capital Wealth Planning first reported a position in Emcor in Q3 2025 and held it in 1 quarter.
Capital Wealth Planning's Emcor position peaked at $1.1M in Q3 2025.
1,098 funds tracked by Wall St. Rank held Emcor as of Q4 2025.

Based on Capital Wealth Planning's 13F filing for Q4 2025, filed 11 Feb 2026.