GWM
EME icon

Gibbs Wealth Management’s Emcor EME Stock Holding History

Gibbs Wealth 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 		$1.05M Sell
1,418
-161
-10% -$117K 0.14% 146
2025
Q4 		$1.02M Sell
1,579
-415
-21% -$269K 0.25% 85
2025
Q3 		$1.3M Buy
1,994
+979
+96% +$594K 0.29% 72
2025
Q2 		$543K Buy
+1,015
New +$448K 0.1% 216

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

Gibbs Wealth Management's EME Position: Q1 2026 in Review

Gibbs Wealth Management reduced its Emcor (EME) stake by 10% in Q1 2026, selling an estimated $117K and leaving 1,418 shares worth $1.05M. The position accounts for 0.14% of the portfolio, ranked #146.

Gibbs Wealth Management first reported a position in EME in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.3M in Q3 2025. 1,161 funds tracked by Wall St. Rank hold EME as of Q1 2026.

  • Gibbs Wealth Management held 1,418 shares of Emcor worth $1.05M as of Q1 2026.
  • Gibbs Wealth Management sold 161 Emcor shares in Q1 2026, an estimated $117K.
  • Emcor made up 0.14% of Gibbs Wealth Management's portfolio in Q1 2026, its #146 holding.
  • Gibbs Wealth Management first reported a position in Emcor in Q2 2025 and has held it in 4 quarters since.
  • Gibbs Wealth Management's Emcor position peaked at $1.3M in Q3 2025.
  • 1,161 funds tracked by Wall St. Rank held Emcor as of Q1 2026.

Based on Gibbs Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.