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Fortem Financial Group’s Emcor EME Stock Holding History

Fortem Financial Group’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 		$6.81M Buy
9,218
+136
+1% +$99K 1.71% 18
2025
Q4 		$5.56M Buy
9,082
+455
+5% +$295K 1.49% 19
2025
Q3 		$5.6M Buy
8,627
+359
+4% +$218K 1.61% 18
2025
Q2 		$4.42M Buy
8,268
+916
+12% +$404K 1.43% 18
2025
Q1 		$2.72M Buy
7,352
+374
+5% +$162K 1.06% 27
2024
Q4 		$3.17M Buy
6,978
+32
+0.5% +$15.1K 1.23% 21
2024
Q3 		$2.99M Buy
6,946
+459
+7% +$173K 1.22% 20
2024
Q2 		$2.37M Buy
6,487
+130
+2% +$48K 1.02% 24
2024
Q1 		$2.23M Buy
6,357
+324
+5% +$87K 0.98% 27
2023
Q4 		$1.3M Buy
6,033
+825
+16% +$173K 0.65% 46
2023
Q3 		$1.1M Buy
5,208
+821
+19% +$172K 0.64% 42
2023
Q2 		$811K Buy
4,387
+360
+9% +$60.2K 0.48% 71
2023
Q1 		$655K Sell
4,027
-137
-3% -$21.1K 0.43% 83
2022
Q4 		$617K Sell
4,164
-63
-1% -$8.94K 0.36% 83
2022
Q3 		$488K Buy
4,227
+155
+4% +$17.7K 0.34% 89
2022
Q2 		$419K Buy
+4,072
New +$435K 0.27% 110

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

Fortem Financial Group's EME Position: Q1 2026 in Review

Fortem Financial Group increased its Emcor (EME) stake by 1.5% in Q1 2026, buying an estimated $99K and bringing the position to 9,218 shares worth $6.81M. The position accounts for 1.71% of the portfolio, ranked #18.

Fortem Financial Group first reported a position in EME in Q2 2022 and has held it in 16 quarters since. 1,157 funds tracked by Wall St. Rank hold EME as of Q1 2026.

  • Fortem Financial Group held 9,218 shares of Emcor worth $6.81M as of Q1 2026.
  • Fortem Financial Group bought 136 Emcor shares in Q1 2026, an estimated $99K.
  • Emcor made up 1.71% of Fortem Financial Group's portfolio in Q1 2026, its #18 holding.
  • Fortem Financial Group first reported a position in Emcor in Q2 2022 and has held it in 16 quarters since.
  • 1,157 funds tracked by Wall St. Rank held Emcor as of Q1 2026.

Based on Fortem Financial Group's 13F filing for Q1 2026, filed 16 Apr 2026.