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Lloyd Advisory Services’s Emcor EME Stock Holding History

Lloyd Advisory Services’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
-3
Closed -$2.21K – 734
2026
Q1 		$2.21K Buy
+3
New +$2.18K ﹤0.01% 651
2023
Q4 		– Sell
-3,527
Closed -$742K – 204
2023
Q3 		$742K Buy
+3,527
New +$738K 0.24% 96
2022
Q2 		– Sell
-11
Closed -$1K – 204
2022
Q1 		$1K Buy
+11
New +$1.29K ﹤0.01% 559

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

Lloyd Advisory Services's EME Position: Q2 2026 in Review

Lloyd Advisory Services sold out of Emcor (EME) in Q2 2026, closing a stake of 3 shares — an estimated $2.21K sold.

Lloyd Advisory Services first reported a position in EME in Q1 2022 and held it in 3 quarters. The position peaked at $742K in Q3 2023. 1,240 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • Lloyd Advisory Services reported no remaining Emcor position as of Q2 2026 after selling out during the quarter.
  • Lloyd Advisory Services sold 3 Emcor shares in Q2 2026, an estimated $2.21K.
  • Lloyd Advisory Services first reported a position in Emcor in Q1 2022 and held it in 3 quarters.
  • Lloyd Advisory Services's Emcor position peaked at $742K in Q3 2023.
  • 1,240 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.