Pinnacle Wealth Planning Services’s Emcor EME Stock Holding History

Pinnacle Wealth Planning 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 Q1	$202K	Sell	273 -14	-5%	-$10.2K	0.02%	478
2025 Q4	$176K	Buy	+287	New	+$186K	0.02%	510
2024 Q4	–	Sell	-979	Closed	-$421K	–	443
2024 Q3	$421K	Sell	979 -4	-0.4%	-$1.51K	0.06%	223
2024 Q2	$359K	Sell	983 -5	-0.5%	-$1.84K	0.05%	241
2024 Q1	$346K	Sell	988 -6	-0.6%	-$1.61K	0.05%	264
2023 Q4	$214K	Buy	994 +7	+0.7%	+$1.47K	0.03%	377
2023 Q3	$208K	Buy	+987	New	+$206K	0.03%	355
2023 Q2	–	Sell	-1,309	Closed	-$213K	–	474
2023 Q1	$213K	Buy	+1,309	New	+$201K	0.04%	371
2021 Q1	–	Sell	-621	Closed	-$57K	–	828
2020 Q4	$57K	Buy	+621	New	+$49.9K	0.01%	728

Other funds holding EME

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Pinnacle Wealth Planning Services's EME Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Emcor (EME) stake by 4.9% in Q1 2026, selling an estimated $10.2K and leaving 273 shares worth $202K. The position accounts for 0.02% of the portfolio, ranked #478.

Pinnacle Wealth Planning Services first reported a position in EME in Q4 2020 and has held it in 9 quarters since. The position peaked at $421K in Q3 2024. 1,157 funds tracked by Wall St. Rank hold EME as of Q1 2026.

Pinnacle Wealth Planning Services held 273 shares of Emcor worth $202K as of Q1 2026.
Pinnacle Wealth Planning Services sold 14 Emcor shares in Q1 2026, an estimated $10.2K.
Emcor made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #478 holding.
Pinnacle Wealth Planning Services first reported a position in Emcor in Q4 2020 and has held it in 9 quarters since.
Pinnacle Wealth Planning Services's Emcor position peaked at $421K in Q3 2024.
1,157 funds tracked by Wall St. Rank held Emcor as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.