FAM
EME icon

Formidable Asset Management’s Emcor EME Stock Holding History

Formidable Asset 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
Q2 		$775K Hold
934
– – 0.12% 170
2026
Q1 		$690K Sell
934
-33
-3% -$24K 0.11% 183
2025
Q4 		$592K Hold
967
– – 0.09% 219
2025
Q3 		$628K Hold
967
– – 0.1% 198
2025
Q2 		$517K Sell
967
-188
-16% -$83K 0.09% 221
2025
Q1 		$427K Buy
1,155
+14
+1% +$6.05K 0.07% 252
2024
Q4 		$518K Sell
1,141
-566
-33% -$268K 0.09% 221
2024
Q3 		$735K Sell
1,707
-107
-6% -$40.4K 0.12% 165
2024
Q2 		$662K Sell
1,814
-1,231
-40% -$454K 0.11% 190
2024
Q1 		$1.07M Sell
3,045
-1,042
-25% -$280K 0.17% 114
2023
Q4 		$880K Buy
+4,087
New +$858K 0.18% 104

Other funds holding EME

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
KMC
Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
BWP
Barlow Wealth Partners Louisville, Kentucky $926M AUM 20.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Formidable Asset Management's EME Position: Q2 2026 in Review

Formidable Asset Management held its Emcor (EME) position steady in Q2 2026 at 934 shares worth $775K. The position accounts for 0.12% of the portfolio, ranked #170.

Formidable Asset Management first reported a position in EME in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.07M in Q1 2024. 190 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • Formidable Asset Management held 934 shares of Emcor worth $775K as of Q2 2026.
  • Formidable Asset Management left its Emcor share count unchanged in Q2 2026.
  • Emcor made up 0.12% of Formidable Asset Management's portfolio in Q2 2026, its #170 holding.
  • Formidable Asset Management first reported a position in Emcor in Q4 2023 and has held it in 11 quarters since.
  • Formidable Asset Management's Emcor position peaked at $1.07M in Q1 2024.
  • 190 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on Formidable Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.