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Adams Wealth Management’s Emerson Electric EMR Stock Holding History

Adams 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 		$714K Buy
4,986
+364
+8% +$51.2K 0.14% 93
2026
Q1 		$606K Buy
4,622
+232
+5% +$33.4K 0.13% 86
2025
Q4 		$583K Sell
4,390
-119
-3% -$15.8K 0.12% 83
2025
Q3 		$591K Sell
4,509
-657
-13% -$89.6K 0.13% 84
2025
Q2 		$689K Sell
5,166
-2,745
-35% -$315K 0.13% 79
2025
Q1 		$867K Buy
7,911
+597
+8% +$72K 0.17% 75
2024
Q4 		$906K Buy
7,314
+250
+4% +$30.3K 0.17% 68
2024
Q3 		$773K Sell
7,064
-90
-1% -$9.68K 0.17% 70
2024
Q2 		$788K Sell
7,154
-1,766
-20% -$195K 0.18% 62
2024
Q1 		$1.01M Sell
8,920
-592
-6% -$60.8K 0.25% 60
2023
Q4 		$926K Sell
9,512
-98
-1% -$8.97K 0.27% 60
2023
Q3 		$928K Sell
9,610
-844
-8% -$80.4K 0.31% 55
2023
Q2 		$945K Buy
10,454
+330
+3% +$27.8K 0.3% 60
2023
Q1 		$882K Buy
10,124
+1,397
+16% +$122K 0.28% 64
2022
Q4 		$838K Buy
8,727
+542
+7% +$48.7K 0.3% 43
2022
Q3 		$599K Sell
8,185
-551
-6% -$45.8K 0.22% 53
2022
Q2 		$695K Buy
8,736
+197
+2% +$17.4K 0.26% 36
2022
Q1 		$837K Sell
8,539
-301
-3% -$28.5K 0.27% 30
2021
Q4 		$822K Sell
8,840
-625
-7% -$58.8K 0.24% 31
2021
Q3 		$892K Sell
9,465
-1,263
-12% -$126K 0.34% 25
2021
Q2 		$1.03M Sell
10,728
-341
-3% -$32.1K 0.44% 25
2021
Q1 		$999K Sell
11,069
-672
-6% -$57.8K 0.46% 24
2020
Q4 		$944K Sell
11,741
-805
-6% -$59.9K 0.59% 21
2020
Q3 		$823K Sell
12,546
-1,222
-9% -$80.5K 0.64% 23
2020
Q2 		$854K Sell
13,768
-389
-3% -$22.1K 0.87% 16
2020
Q1 		$675K Sell
14,157
-739
-5% -$48.7K 0.85% 28
2019
Q4 		$1.14M Buy
+14,896
New +$1.07M 0.96% 30

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

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

Adams Wealth Management increased its Emerson Electric (EMR) stake by 7.9% in Q2 2026, buying an estimated $51.2K and bringing the position to 4,986 shares worth $714K. The position accounts for 0.14% of the portfolio, ranked #93.

Adams Wealth Management first reported a position in EMR in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.14M in Q4 2019. 2,284 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Adams Wealth Management held 4,986 shares of Emerson Electric worth $714K as of Q2 2026.
  • Adams Wealth Management bought 364 Emerson Electric shares in Q2 2026, an estimated $51.2K.
  • Emerson Electric made up 0.14% of Adams Wealth Management's portfolio in Q2 2026, its #93 holding.
  • Adams Wealth Management first reported a position in Emerson Electric in Q4 2019 and has held it in 27 quarters since.
  • Adams Wealth Management's Emerson Electric position peaked at $1.14M in Q4 2019.
  • 2,284 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

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