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CSM Advisors’s Emcor EME Stock Holding History

CSM Advisors’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 		$845K Sell
1,018
-260
-20% -$220K 0.02% 352
2026
Q1 		$944K Buy
1,278
+72
+6% +$52.4K 0.02% 337
2025
Q4 		$738K Buy
1,206
+57
+5% +$36.9K 0.02% 347
2025
Q3 		$746K Sell
1,149
-476
-29% -$289K 0.02% 351
2025
Q2 		$869K Buy
+1,625
New +$717K 0.03% 307

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 $3.37T AUM 44.26% 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

CSM Advisors's EME Position: Q2 2026 in Review

CSM Advisors reduced its Emcor (EME) stake by 20% in Q2 2026, selling an estimated $220K and leaving 1,018 shares worth $845K. The position accounts for 0.02% of the portfolio, ranked #352.

CSM Advisors first reported a position in EME in Q2 2025 and has held it in 5 quarters since. The position peaked at $944K in Q1 2026. 1,246 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • CSM Advisors held 1,018 shares of Emcor worth $845K as of Q2 2026.
  • CSM Advisors sold 260 Emcor shares in Q2 2026, an estimated $220K.
  • Emcor made up 0.02% of CSM Advisors's portfolio in Q2 2026, its #352 holding.
  • CSM Advisors first reported a position in Emcor in Q2 2025 and has held it in 5 quarters since.
  • CSM Advisors's Emcor position peaked at $944K in Q1 2026.
  • 1,246 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on CSM Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.