ECM
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Evergreen Capital Management’s Emcor EME Stock Holding History

Evergreen Capital Management’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 		$585K Buy
792
+8
+1% +$5.82K 0.01% 699
2025
Q4 		$480K Sell
784
-257
-25% -$166K 0.01% 767
2025
Q3 		$676K Buy
1,041
+254
+32% +$154K 0.02% 520
2025
Q2 		$421K Buy
787
+78
+11% +$34.4K 0.01% 638
2025
Q1 		$262K Sell
709
-3
-0.4% -$1.3K 0.01% 832
2024
Q4 		$323K Buy
712
+95
+15% +$44.9K 0.01% 700
2024
Q3 		$266K Buy
+617
New +$233K 0.01% 776

Other funds holding EME

BlackRock
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Evergreen Capital Management's EME Position: Q1 2026 in Review

Evergreen Capital Management increased its Emcor (EME) stake by 1% in Q1 2026, buying an estimated $5.82K and bringing the position to 792 shares worth $585K. The position accounts for 0.01% of the portfolio, ranked #699.

Evergreen Capital Management first reported a position in EME in Q3 2024 and has held it in 7 quarters since. The position peaked at $676K in Q3 2025. 1,157 funds tracked by Wall St. Rank hold EME as of Q1 2026.

  • Evergreen Capital Management held 792 shares of Emcor worth $585K as of Q1 2026.
  • Evergreen Capital Management bought 8 Emcor shares in Q1 2026, an estimated $5.82K.
  • Emcor made up 0.01% of Evergreen Capital Management's portfolio in Q1 2026, its #699 holding.
  • Evergreen Capital Management first reported a position in Emcor in Q3 2024 and has held it in 7 quarters since.
  • Evergreen Capital Management's Emcor position peaked at $676K in Q3 2025.
  • 1,157 funds tracked by Wall St. Rank held Emcor as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.