Carson Wealth (CWM LLC)’s Emcor EME Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $18.2M | Buy |
24,625
+9,804
| +66% | +$7.14M | 0.05% | 360 |
|
|
2025
Q4 | $9.07M | Buy |
14,821
+496
| +3% | +$321K | 0.02% | 557 |
|
|
2025
Q3 | $9.3M | Buy |
14,325
+6,026
| +73% | +$3.66M | 0.03% | 494 |
|
|
2025
Q2 | $4.44M | Buy |
8,299
+2,732
| +49% | +$1.21M | 0.02% | 626 |
|
|
2025
Q1 | $2.06M | Buy |
5,567
+22
| +0.4% | +$9.52K | 0.01% | 822 |
|
|
2024
Q4 | $2.52M | Buy |
5,545
+1,302
| +31% | +$616K | 0.01% | 696 |
|
|
2024
Q3 | $1.83M | Buy |
4,243
+1,985
| +88% | +$749K | 0.01% | 744 |
|
|
2024
Q2 | $824K | Buy |
2,258
+1,407
| +165% | +$519K | ﹤0.01% | 1002 |
|
|
2024
Q1 | $298K | Sell |
851
-72
| -8% | -$19.3K | ﹤0.01% | 1333 |
|
|
2023
Q4 | $199K | Sell |
923
-44
| -5% | -$9.23K | ﹤0.01% | 1427 |
|
|
2023
Q3 | $203K | Buy |
967
+1
| +0.1% | +$209 | ﹤0.01% | 1307 |
|
|
2023
Q2 | $178K | Buy |
966
+86
| +10% | +$14.4K | ﹤0.01% | 1297 |
|
|
2023
Q1 | $143K | Buy |
880
+42
| +5% | +$6.46K | ﹤0.01% | 1336 |
|
|
2022
Q4 | $124K | Buy |
838
+480
| +134% | +$68.1K | ﹤0.01% | 1286 |
|
|
2022
Q3 | $41K | Buy |
358
+123
| +52% | +$14.1K | ﹤0.01% | 1751 |
|
|
2022
Q2 | $24K | Buy |
235
+37
| +19% | +$3.96K | ﹤0.01% | 2004 |
|
|
2022
Q1 | $22K | Sell |
198
-17
| -8% | -$2K | ﹤0.01% | 2014 |
|
|
2021
Q4 | $27K | Buy |
+215
| New | +$26.6K | ﹤0.01% | 1826 |
|
|
2021
Q2 | $25K | Hold |
200
| – | – | ﹤0.01% | 1686 |
|
|
2021
Q1 | $25K | Hold |
200
| – | – | ﹤0.01% | 1686 |
|
|
2020
Q4 | $25K | Hold |
200
| – | – | ﹤0.01% | 1686 |
|
|
2020
Q3 | $25K | Hold |
200
| – | – | ﹤0.01% | 1686 |
|
|
2020
Q2 | $25K | Hold |
200
| – | – | ﹤0.01% | 1686 |
|
|
2020
Q1 | $25K | Hold |
200
| – | – | ﹤0.01% | 1685 |
|
|
2019
Q4 | $25K | Hold |
200
| – | – | ﹤0.01% | 1685 |
|
|
2019
Q3 | $25K | Hold |
200
| – | – | ﹤0.01% | 1685 |
|
|
2019
Q2 | $25K | Hold |
200
| – | – | ﹤0.01% | 1685 |
|
|
2019
Q1 | $25K | Buy |
200
+170
| +567% | +$11.5K | ﹤0.01% | 1685 |
|
|
2018
Q4 | $2K | Buy |
30
+18
| +150% | +$1.25K | ﹤0.01% | 1740 |
|
|
2018
Q3 | $1K | Sell |
12
-13
| -52% | -$1K | ﹤0.01% | 1651 |
|
|
2018
Q2 | $2K | Buy |
25
+13
| +108% | +$1.01K | ﹤0.01% | 1367 |
|
|
2018
Q1 | $1K | Hold |
12
| – | – | ﹤0.01% | 1263 |
|
|
2017
Q4 | $1K | Hold |
12
| – | – | ﹤0.01% | 1343 |
|
|
2017
Q3 | $1K | Sell |
12
-2
| -14% | -$132 | ﹤0.01% | 1362 |
|
|
2017
Q2 | $1K | Hold |
14
| – | – | ﹤0.01% | 1089 |
|
|
2017
Q1 | $1K | Buy |
14
+12
| +600% | +$796 | ﹤0.01% | 1052 |
|
|
2016
Q4 | $0 | Hold |
2
| – | – | ﹤0.01% | 1119 |
|
|
2016
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 1007 |
|
|
2016
Q2 | $0 | Buy |
+2
| New | +$95 | ﹤0.01% | 810 |
|
Other funds holding EME
VCM
VPM
Carson Wealth (CWM LLC)'s EME Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its Emcor (EME) stake by 66% in Q1 2026, buying an estimated $7.14M and bringing the position to 24,625 shares worth $18.2M. The position accounts for 0.05% of the portfolio, ranked #360.
Carson Wealth (CWM LLC) first reported a position in EME in Q2 2016 and has held it in 39 quarters since. 1,161 funds tracked by Wall St. Rank hold EME as of Q1 2026.
- Carson Wealth (CWM LLC) held 24,625 shares of Emcor worth $18.2M as of Q1 2026.
- Carson Wealth (CWM LLC) bought 9,804 Emcor shares in Q1 2026, an estimated $7.14M.
- Emcor made up 0.05% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #360 holding.
- Carson Wealth (CWM LLC) first reported a position in Emcor in Q2 2016 and has held it in 39 quarters since.
- 1,161 funds tracked by Wall St. Rank held Emcor as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.