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Lake Hills Wealth Management’s Emcor EME Stock Holding History

Lake Hills 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
Q2 		– Sell
-638
Closed -$471K – 68
2026
Q1 		$471K Sell
638
-21
-3% -$15.3K 0.26% 37
2025
Q4 		$403K Buy
+659
New +$427K 0.21% 42

Other funds holding EME

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

Lake Hills Wealth Management's EME Position: Q2 2026 in Review

Lake Hills Wealth Management sold out of Emcor (EME) in Q2 2026, closing a stake of 638 shares — an estimated $471K sold.

Lake Hills Wealth Management first reported a position in EME in Q4 2025 and held it in 2 quarters. The position peaked at $471K in Q1 2026. 678 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • Lake Hills Wealth Management reported no remaining Emcor position as of Q2 2026 after selling out during the quarter.
  • Lake Hills Wealth Management sold 638 Emcor shares in Q2 2026, an estimated $471K.
  • Lake Hills Wealth Management first reported a position in Emcor in Q4 2025 and held it in 2 quarters.
  • Lake Hills Wealth Management's Emcor position peaked at $471K in Q1 2026.
  • 678 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on Lake Hills Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.