Cumberland Partners’s Emcor EME Stock Holding History

Cumberland Partners’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 Q1	$2.4M	Sell	3,250 -3,050	-48%	-$2.22M	0.18%	81
2025 Q4	$3.85M	Buy	6,300 +2,800	+80%	+$1.81M	0.24%	84
2025 Q3	$2.27M	Buy	3,500 +750	+27%	+$455K	0.15%	97
2025 Q2	$1.47M	Buy	+2,750	New	+$1.21M	0.1%	114
2025 Q1	–	Sell	-2,500	Closed	-$1.13M	–	178
2024 Q4	$1.13M	Sell	2,500 -1,500	-38%	-$710K	0.08%	127
2024 Q3	$1.72M	Buy	4,000 +1,500	+60%	+$566K	0.12%	104
2024 Q2	$913K	Sell	2,500 -1,500	-38%	-$553K	0.07%	136
2024 Q1	$1.4M	Sell	4,000 -250	-6%	-$67.1K	0.1%	106
2023 Q4	$916K	Sell	4,250 -950	-18%	-$199K	0.08%	127
2023 Q3	$1.09M	Sell	5,200 -800	-13%	-$167K	0.11%	112
2023 Q2	$1.11M	Buy	6,000 +500	+9%	+$83.6K	0.1%	117
2023 Q1	$894K	Buy	+5,500	New	+$846K	0.09%	111

Other funds holding EME

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cumberland Partners's EME Position: Q1 2026 in Review

Cumberland Partners reduced its Emcor (EME) stake by 48% in Q1 2026, selling an estimated $2.22M and leaving 3,250 shares worth $2.4M. The position accounts for 0.18% of the portfolio, ranked #81.

Cumberland Partners first reported a position in EME in Q1 2023 and has held it in 12 quarters since. The position peaked at $3.85M in Q4 2025. 1,157 funds tracked by Wall St. Rank hold EME as of Q1 2026.

Cumberland Partners held 3,250 shares of Emcor worth $2.4M as of Q1 2026.
Cumberland Partners sold 3,050 Emcor shares in Q1 2026, an estimated $2.22M.
Emcor made up 0.18% of Cumberland Partners's portfolio in Q1 2026, its #81 holding.
Cumberland Partners first reported a position in Emcor in Q1 2023 and has held it in 12 quarters since.
Cumberland Partners's Emcor position peaked at $3.85M in Q4 2025.
1,157 funds tracked by Wall St. Rank held Emcor as of Q1 2026.

Based on Cumberland Partners's 13F filing for Q1 2026, filed 14 May 2026.