Chevy Chase Trust’s Emcor EME Stock Holding History

Chevy Chase Trust’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	$18.9M	Sell	22,715 -590	-3%	-$499K	0.05%	292
2026 Q1	$17.2M	Sell	23,305 -643	-3%	-$468K	0.05%	296
2025 Q4	$14.7M	Sell	23,948 -148	-0.6%	-$95.8K	0.04%	325
2025 Q3	$15.7M	Buy	24,096 +22,845	+1,826%	+$13.9M	0.04%	316
2025 Q2	$669K	Hold	1,251	–	–	﹤0.01%	589
2025 Q1	$462K	Hold	1,251	–	–	﹤0.01%	596
2024 Q4	$568K	Hold	1,251	–	–	﹤0.01%	590
2024 Q3	$539K	Hold	1,251	–	–	﹤0.01%	582
2024 Q2	$457K	Hold	1,251	–	–	﹤0.01%	580
2024 Q1	$438K	Buy	1,251 +81	+7%	+$21.7K	﹤0.01%	578
2023 Q4	$252K	Hold	1,170	–	–	﹤0.01%	607
2023 Q3	$246K	Hold	1,170	–	–	﹤0.01%	597
2023 Q2	$216K	Buy	+1,170	New	+$196K	﹤0.01%	611
2020 Q1	–	Sell	-2,155	Closed	-$186K	–	734
2019 Q4	$186K	Buy	+2,155	New	+$190K	﹤0.01%	668
2018 Q1	–	Sell	-2,587	Closed	-$212K	–	673
2017 Q4	$212K	Buy	+2,587	New	+$200K	﹤0.01%	651

Other funds holding EME

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

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

Chevy Chase Trust's EME Position: Q2 2026 in Review

Chevy Chase Trust reduced its Emcor (EME) stake by 2.5% in Q2 2026, selling an estimated $499K and leaving 22,715 shares worth $18.9M. The position accounts for 0.05% of the portfolio, ranked #292.

Chevy Chase Trust first reported a position in EME in Q4 2017 and has held it in 15 quarters since. 1,246 funds tracked by Wall St. Rank hold EME as of Q2 2026.

Chevy Chase Trust held 22,715 shares of Emcor worth $18.9M as of Q2 2026.
Chevy Chase Trust sold 590 Emcor shares in Q2 2026, an estimated $499K.
Emcor made up 0.05% of Chevy Chase Trust's portfolio in Q2 2026, its #292 holding.
Chevy Chase Trust first reported a position in Emcor in Q4 2017 and has held it in 15 quarters since.
1,246 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on Chevy Chase Trust's 13F filing for Q2 2026, filed 14 Aug 2026.