Thompson Davis & Co’s Emcor EME Stock Holding History

Thompson Davis & Co’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	$643K	Buy	775 +25	+3%	+$21.1K	0.38%	54
2026 Q1	$554K	Hold	750	–	–	0.37%	47
2025 Q4	$459K	Sell	750 -605	-45%	-$392K	0.27%	63
2025 Q3	$880K	Buy	1,355 +365	+37%	+$221K	0.54%	37
2025 Q2	$530K	Buy	990 +175	+21%	+$77.2K	0.36%	52
2025 Q1	$301K	Buy	815 +40	+5%	+$17.3K	0.24%	71
2024 Q4	$352K	Sell	775 -625	-45%	-$296K	0.23%	68
2024 Q3	$603K	Buy	1,400 +540	+63%	+$204K	0.45%	40
2024 Q2	$314K	Buy	860 +110	+15%	+$40.6K	0.27%	68
2024 Q1	$263K	Buy	+750	New	+$201K	0.18%	71

Other funds holding EME

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Thompson Davis & Co's EME Position: Q2 2026 in Review

Thompson Davis & Co increased its Emcor (EME) stake by 3.3% in Q2 2026, buying an estimated $21.1K and bringing the position to 775 shares worth $643K. The position accounts for 0.38% of the portfolio, ranked #54.

Thompson Davis & Co first reported a position in EME in Q1 2024 and has held it in 10 quarters since. The position peaked at $880K in Q3 2025. 627 funds tracked by Wall St. Rank hold EME as of Q2 2026.

Thompson Davis & Co held 775 shares of Emcor worth $643K as of Q2 2026.
Thompson Davis & Co bought 25 Emcor shares in Q2 2026, an estimated $21.1K.
Emcor made up 0.38% of Thompson Davis & Co's portfolio in Q2 2026, its #54 holding.
Thompson Davis & Co first reported a position in Emcor in Q1 2024 and has held it in 10 quarters since.
Thompson Davis & Co's Emcor position peaked at $880K in Q3 2025.
627 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on Thompson Davis & Co's 13F filing for Q2 2026, filed 29 Jul 2026.