AWM
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Accel Wealth Management’s Emerson Electric EMR Stock Holding History

Accel Wealth Management’s Portfolio EMR Stock Details EMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$459K Buy
3,207
+14
+0.4% +$1.97K 0.1% 167
2026
Q1 		$418K Sell
3,193
-193
-6% -$27.8K 0.11% 174
2025
Q4 		$449K Sell
3,386
-92
-3% -$12.2K 0.12% 164
2025
Q3 		$456K Sell
3,478
-152
-4% -$20.7K 0.13% 157
2025
Q2 		$484K Sell
3,630
-9
-0.2% -$1.03K 0.16% 140
2025
Q1 		$399K Sell
3,639
-75
-2% -$9.04K 0.14% 144
2024
Q4 		$460K Sell
3,714
-240
-6% -$29.1K 0.17% 135
2024
Q3 		$432K Buy
3,954
+107
+3% +$11.5K 0.16% 143
2024
Q2 		$424K Buy
3,847
+605
+19% +$66.9K 0.17% 127
2024
Q1 		$368K Buy
3,242
+3
+0.1% +$308 0.16% 135
2023
Q4 		$315K Buy
3,239
+114
+4% +$10.4K 0.16% 136
2023
Q3 		$302K Sell
3,125
-98
-3% -$9.33K 0.17% 122
2023
Q2 		$291K Sell
3,223
-72
-2% -$6.06K 0.16% 127
2023
Q1 		$287K Buy
3,295
+7
+0.2% +$612 0.12% 167
2022
Q4 		$316K Sell
3,288
-92
-3% -$8.27K 0.15% 115
2022
Q3 		$264K Buy
3,380
+13
+0.4% +$1.08K 0.14% 136
2022
Q2 		$268K Sell
3,367
-787
-19% -$69.4K 0.15% 124
2022
Q1 		$409K Sell
4,154
-88
-2% -$8.33K 0.21% 92
2021
Q4 		$394K Buy
4,242
+610
+17% +$57.4K 0.19% 94
2021
Q3 		$342K Buy
3,632
+187
+5% +$18.7K 0.22% 81
2021
Q2 		$332K Buy
3,445
+306
+10% +$28.8K 0.22% 89
2021
Q1 		$283K Buy
3,139
+105
+3% +$9.03K 0.23% 92
2020
Q4 		$244K Buy
+3,034
New +$226K 0.23% 93

Other funds holding EMR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Accel Wealth Management's EMR Position: Q2 2026 in Review

Accel Wealth Management increased its Emerson Electric (EMR) stake by 0.44% in Q2 2026, buying an estimated $1.97K and bringing the position to 3,207 shares worth $459K. The position accounts for 0.1% of the portfolio, ranked #167.

Accel Wealth Management first reported a position in EMR in Q4 2020 and has held it in 23 quarters since. The position peaked at $484K in Q2 2025. 2,289 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Accel Wealth Management held 3,207 shares of Emerson Electric worth $459K as of Q2 2026.
  • Accel Wealth Management bought 14 Emerson Electric shares in Q2 2026, an estimated $1.97K.
  • Emerson Electric made up 0.1% of Accel Wealth Management's portfolio in Q2 2026, its #167 holding.
  • Accel Wealth Management first reported a position in Emerson Electric in Q4 2020 and has held it in 23 quarters since.
  • Accel Wealth Management's Emerson Electric position peaked at $484K in Q2 2025.
  • 2,289 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Accel Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.