FEM
EME icon

Fulcrum Equity Management’s Emcor EME Stock Holding History

Fulcrum Equity 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 		$266K Sell
320
-11
-3% -$9.3K 0.19% 119
2026
Q1 		$244K Buy
+331
New +$241K 0.24% 107
2024
Q4 		– Sell
-477
Closed -$205K – 124
2024
Q3 		$205K Buy
+477
New +$180K 0.17% 133

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

Fulcrum Equity Management's EME Position: Q2 2026 in Review

Fulcrum Equity Management reduced its Emcor (EME) stake by 3.3% in Q2 2026, selling an estimated $9.3K and leaving 320 shares worth $266K. The position accounts for 0.19% of the portfolio, ranked #119.

Fulcrum Equity Management first reported a position in EME in Q3 2024 and has held it in 3 quarters since. 1,242 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • Fulcrum Equity Management held 320 shares of Emcor worth $266K as of Q2 2026.
  • Fulcrum Equity Management sold 11 Emcor shares in Q2 2026, an estimated $9.3K.
  • Emcor made up 0.19% of Fulcrum Equity Management's portfolio in Q2 2026, its #119 holding.
  • Fulcrum Equity Management first reported a position in Emcor in Q3 2024 and has held it in 3 quarters since.
  • 1,242 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on Fulcrum Equity Management's 13F filing for Q2 2026, filed 9 Jul 2026.