WWM
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Western Wealth Management’s Emcor EME Stock Holding History

Western Wealth Management’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 		$2.47M Buy
3,351
+429
+15% +$312K 0.09% 240
2025
Q4 		$1.79M Sell
2,922
-66
-2% -$42.7K 0.08% 234
2025
Q3 		$1.94M Buy
2,988
+623
+26% +$378K 0.1% 187
2025
Q2 		$1.27M Buy
+2,365
New +$1.04M 0.08% 232

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

Western Wealth Management's EME Position: Q1 2026 in Review

Western Wealth Management increased its Emcor (EME) stake by 15% in Q1 2026, buying an estimated $312K and bringing the position to 3,351 shares worth $2.47M. The position accounts for 0.09% of the portfolio, ranked #240.

Western Wealth Management first reported a position in EME in Q2 2025 and has held it in 4 quarters since. 1,157 funds tracked by Wall St. Rank hold EME as of Q1 2026.

  • Western Wealth Management held 3,351 shares of Emcor worth $2.47M as of Q1 2026.
  • Western Wealth Management bought 429 Emcor shares in Q1 2026, an estimated $312K.
  • Emcor made up 0.09% of Western Wealth Management's portfolio in Q1 2026, its #240 holding.
  • Western Wealth Management first reported a position in Emcor in Q2 2025 and has held it in 4 quarters since.
  • 1,157 funds tracked by Wall St. Rank held Emcor as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.