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Forum Financial Management’s Emcor EME Stock Holding History

Forum Financial 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 		– Sell
-812
Closed -$497K – 539
2025
Q4 		$497K Buy
812
+107
+15% +$69.3K 0.01% 474
2025
Q3 		$458K Sell
705
-146
-17% -$88.6K 0.01% 500
2025
Q2 		$455K Buy
851
+27
+3% +$11.9K 0.01% 454
2025
Q1 		$305K Sell
824
-754
-48% -$326K 0.01% 584
2024
Q4 		$716K Sell
1,578
-45
-3% -$21.3K 0.01% 270
2024
Q3 		$699K Buy
1,623
+1
+0.1% +$377 0.01% 244
2024
Q2 		$592K Buy
1,622
+8
+0.5% +$2.95K 0.01% 263
2024
Q1 		$565K Buy
1,614
+5
+0.3% +$1.34K 0.01% 290
2023
Q4 		$347K Hold
1,609
– – 0.01% 399
2023
Q3 		$339K Hold
1,609
– – 0.01% 391
2023
Q2 		$297K Hold
1,609
– – 0.01% 434
2023
Q1 		$262K Hold
1,609
– – 0.01% 451
2022
Q4 		$238K Buy
+1,609
New +$228K 0.01% 482
2022
Q1 		– Sell
-1,609
Closed -$205K – 632
2021
Q4 		$205K Buy
+1,609
New +$199K 0.01% 612

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Forum Financial Management's EME Position: Q1 2026 in Review

Forum Financial Management sold out of Emcor (EME) in Q1 2026, closing a stake of 812 shares — an estimated $497K sold.

Forum Financial Management first reported a position in EME in Q4 2021 and held it in 14 quarters. The position peaked at $716K in Q4 2024. 1,161 funds tracked by Wall St. Rank hold EME as of Q1 2026.

  • Forum Financial Management reported no remaining Emcor position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 812 Emcor shares in Q1 2026, an estimated $497K.
  • Forum Financial Management first reported a position in Emcor in Q4 2021 and held it in 14 quarters.
  • Forum Financial Management's Emcor position peaked at $716K in Q4 2024.
  • 1,161 funds tracked by Wall St. Rank held Emcor as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.