SS
EME icon

Sunbelt Securities’s Emcor EME Stock Holding History

Sunbelt Securities’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 		$493K Buy
667
+138
+26% +$100K 0.03% 405
2025
Q4 		$324K Buy
529
+32
+6% +$20.7K 0.02% 513
2025
Q3 		$323K Buy
497
+207
+71% +$126K 0.02% 506
2025
Q2 		$132K Sell
290
-194
-40% -$85.6K 0.01% 693
2025
Q1 		$179K Buy
484
+194
+67% +$83.9K 0.02% 590
2024
Q4 		$133K Buy
290
+18
+7% +$8.52K 0.01% 692
2024
Q3 		$117K Buy
272
+8
+3% +$3.02K 0.01% 725
2024
Q2 		$96.4K Hold
264
– – 0.01% 739
2024
Q1 		$92.5K Hold
264
– – 0.01% 733
2023
Q4 		$56.9K Hold
264
– – 0.01% 788
2023
Q3 		$55.5K Hold
264
– – 0.01% 777
2023
Q2 		$48.8K Sell
264
-689
-72% -$115K 0.01% 803
2023
Q1 		$153K Buy
+953
New +$147K 0.02% 483

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

Sunbelt Securities's EME Position: Q1 2026 in Review

Sunbelt Securities increased its Emcor (EME) stake by 26% in Q1 2026, buying an estimated $100K and bringing the position to 667 shares worth $493K. The position accounts for 0.03% of the portfolio, ranked #405.

Sunbelt Securities first reported a position in EME in Q1 2023 and has held it in 13 quarters since. 1,157 funds tracked by Wall St. Rank hold EME as of Q1 2026.

  • Sunbelt Securities held 667 shares of Emcor worth $493K as of Q1 2026.
  • Sunbelt Securities bought 138 Emcor shares in Q1 2026, an estimated $100K.
  • Emcor made up 0.03% of Sunbelt Securities's portfolio in Q1 2026, its #405 holding.
  • Sunbelt Securities first reported a position in Emcor in Q1 2023 and has held it in 13 quarters since.
  • 1,157 funds tracked by Wall St. Rank held Emcor as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.