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Legacy Capital Wealth Management’s Emcor EME Stock Holding History

Legacy Capital 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 		$3.64M Buy
4,391
+213
+5% +$180K 1.67% 24
2026
Q1 		$3.08M Sell
4,178
-314
-7% -$229K 1.77% 23
2025
Q4 		$2.75M Buy
+4,492
New +$2.91M 1.66% 26
2024
Q4 		$1.63M Buy
+3,589
New +$1.7M 1.62% 19

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

Legacy Capital Wealth Management's EME Position: Q2 2026 in Review

Legacy Capital Wealth Management increased its Emcor (EME) stake by 5.1% in Q2 2026, buying an estimated $180K and bringing the position to 4,391 shares worth $3.64M. The position accounts for 1.67% of the portfolio, ranked #24.

Legacy Capital Wealth Management first reported a position in EME in Q4 2024 and has held it in 4 quarters since. 1,242 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • Legacy Capital Wealth Management held 4,391 shares of Emcor worth $3.64M as of Q2 2026.
  • Legacy Capital Wealth Management bought 213 Emcor shares in Q2 2026, an estimated $180K.
  • Emcor made up 1.67% of Legacy Capital Wealth Management's portfolio in Q2 2026, its #24 holding.
  • Legacy Capital Wealth Management first reported a position in Emcor in Q4 2024 and has held it in 4 quarters since.
  • 1,242 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on Legacy Capital Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.