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Retirement Guys Formula’s Emcor EME Stock Holding History

Retirement Guys Formula’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 		– Sell
-348
Closed -$213K – 163
2025
Q4 		$213K Sell
348
-29
-8% -$18.8K 0.1% 143
2025
Q3 		$245K Sell
377
-86
-19% -$52.2K 0.09% 142
2025
Q2 		$247K Buy
+463
New +$204K 0.09% 123
2025
Q1 		– Sell
-494
Closed -$224K – 148
2024
Q4 		$224K Sell
494
-19
-4% -$8.99K 0.11% 121
2024
Q3 		$221K Buy
+513
New +$194K 0.1% 119

Other funds holding EME

BlackRock
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Retirement Guys Formula's EME Position: Q1 2026 in Review

Retirement Guys Formula sold out of Emcor (EME) in Q1 2026, closing a stake of 348 shares — an estimated $213K sold.

Retirement Guys Formula first reported a position in EME in Q3 2024 and held it in 5 quarters. The position peaked at $247K in Q2 2025. 1,157 funds tracked by Wall St. Rank hold EME as of Q1 2026.

  • Retirement Guys Formula reported no remaining Emcor position as of Q1 2026 after selling out during the quarter.
  • Retirement Guys Formula sold 348 Emcor shares in Q1 2026, an estimated $213K.
  • Retirement Guys Formula first reported a position in Emcor in Q3 2024 and held it in 5 quarters.
  • Retirement Guys Formula's Emcor position peaked at $247K in Q2 2025.
  • 1,157 funds tracked by Wall St. Rank held Emcor as of Q1 2026.

Based on Retirement Guys Formula's 13F filing for Q1 2026, filed 22 Apr 2026.