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Welch & Forbes’s Emcor EME Stock Holding History

Welch & Forbes’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 		$422K Buy
508
+8
+2% +$6.77K 0.01% 307
2026
Q1 		$369K Sell
500
-119
-19% -$86.6K ﹤0.01% 304
2025
Q4 		$379K Sell
619
-7
-1% -$4.53K ﹤0.01% 302
2025
Q3 		$407K Hold
626
– – ﹤0.01% 299
2025
Q2 		$335K Hold
626
– – ﹤0.01% 313
2025
Q1 		$231K Hold
626
– – ﹤0.01% 345
2024
Q4 		$284K Buy
626
+59
+10% +$27.9K ﹤0.01% 333
2024
Q3 		$244K Hold
567
– – ﹤0.01% 360
2024
Q2 		$207K Buy
+567
New +$209K ﹤0.01% 361

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

Welch & Forbes's EME Position: Q2 2026 in Review

Welch & Forbes increased its Emcor (EME) stake by 1.6% in Q2 2026, buying an estimated $6.77K and bringing the position to 508 shares worth $422K. The position accounts for 0.01% of the portfolio, ranked #307.

Welch & Forbes first reported a position in EME in Q2 2024 and has held it in 9 quarters since. 1,242 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • Welch & Forbes held 508 shares of Emcor worth $422K as of Q2 2026.
  • Welch & Forbes bought 8 Emcor shares in Q2 2026, an estimated $6.77K.
  • Emcor made up 0.01% of Welch & Forbes's portfolio in Q2 2026, its #307 holding.
  • Welch & Forbes first reported a position in Emcor in Q2 2024 and has held it in 9 quarters since.
  • 1,242 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on Welch & Forbes's 13F filing for Q2 2026, filed 30 Jul 2026.