LWM
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Lodestone Wealth Management’s Emcor EME Stock Holding History

Lodestone 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 		$73.9K Hold
89
– – 0.03% 265
2026
Q1 		$65.7K Sell
89
-5
-5% -$3.64K 0.03% 265
2025
Q4 		$57.5K Buy
+94
New +$60.9K 0.02% 277

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

Lodestone Wealth Management's EME Position: Q2 2026 in Review

Lodestone Wealth Management held its Emcor (EME) position steady in Q2 2026 at 89 shares worth $73.9K. The position accounts for 0.03% of the portfolio, ranked #265.

Lodestone Wealth Management first reported a position in EME in Q4 2025 and has held it in 3 quarters since. 1,242 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • Lodestone Wealth Management held 89 shares of Emcor worth $73.9K as of Q2 2026.
  • Lodestone Wealth Management left its Emcor share count unchanged in Q2 2026.
  • Emcor made up 0.03% of Lodestone Wealth Management's portfolio in Q2 2026, its #265 holding.
  • Lodestone Wealth Management first reported a position in Emcor in Q4 2025 and has held it in 3 quarters since.
  • 1,242 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.