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FSM Wealth Advisors’s Emcor EME Stock Holding History

FSM Wealth Advisors’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 		$224K Sell
270
-23
-8% -$19.5K 0.02% 319
2026
Q1 		$216K Buy
+293
New +$213K 0.03% 299
2025
Q4 		– Sell
-604
Closed -$392K – 312
2025
Q3 		$392K Buy
604
+5
+0.8% +$3.03K 0.06% 201
2025
Q2 		$330K Buy
+599
New +$264K 0.05% 204

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

FSM Wealth Advisors's EME Position: Q2 2026 in Review

FSM Wealth Advisors reduced its Emcor (EME) stake by 7.8% in Q2 2026, selling an estimated $19.5K and leaving 270 shares worth $224K. The position accounts for 0.02% of the portfolio, ranked #319.

FSM Wealth Advisors first reported a position in EME in Q2 2025 and has held it in 4 quarters since. The position peaked at $392K in Q3 2025. 1,242 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • FSM Wealth Advisors held 270 shares of Emcor worth $224K as of Q2 2026.
  • FSM Wealth Advisors sold 23 Emcor shares in Q2 2026, an estimated $19.5K.
  • Emcor made up 0.02% of FSM Wealth Advisors's portfolio in Q2 2026, its #319 holding.
  • FSM Wealth Advisors first reported a position in Emcor in Q2 2025 and has held it in 4 quarters since.
  • FSM Wealth Advisors's Emcor position peaked at $392K in Q3 2025.
  • 1,242 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.