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

AE 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
Q1 		$16.8M Sell
128,358
-27,574
-18% -$3.97M 0.09% 231
2025
Q4 		$20.7M Buy
155,932
+42,900
+38% +$5.69M 0.12% 182
2025
Q3 		$14.8M Sell
113,032
-2,997
-3% -$409K 0.09% 219
2025
Q2 		$15.5M Sell
116,029
-73,268
-39% -$8.41M 0.11% 198
2025
Q1 		$20.8M Buy
189,297
+15,065
+9% +$1.82M 0.17% 142
2024
Q4 		$21.6M Buy
174,232
+12,501
+8% +$1.52M 0.18% 127
2024
Q3 		$17.7M Buy
161,731
+7,242
+5% +$779K 0.16% 147
2024
Q2 		$17M Sell
154,489
-52,924
-26% -$5.85M 0.17% 141
2024
Q1 		$23.5M Sell
207,413
-46,086
-18% -$4.73M 0.27% 93
2023
Q4 		$24.1M Buy
253,499
+15,362
+6% +$1.41M 0.12% 191
2023
Q3 		$23M Sell
238,137
-22,178
-9% -$2.11M 0.14% 171
2023
Q2 		$23.5M Sell
260,315
-58,694
-18% -$4.94M 0.14% 169
2023
Q1 		$27.8M Buy
319,009
+9,985
+3% +$873K 0.18% 135
2022
Q4 		$29.7M Buy
309,024
+10,318
+3% +$928K 0.21% 96
2022
Q3 		$21.9M Sell
298,706
-9,033
-3% -$750K 0.17% 131
2022
Q2 		$24.5M Buy
307,739
+74,065
+32% +$6.53M 0.2% 127
2022
Q1 		$22.9M Buy
233,674
+33,568
+17% +$3.18M 0.16% 140
2021
Q4 		$18.6M Buy
200,106
+21,463
+12% +$2.02M 0.13% 167
2021
Q3 		$16.8M Buy
178,643
+21,596
+14% +$2.15M 0.14% 162
2021
Q2 		$15.1M Buy
157,047
+24,989
+19% +$2.35M 0.13% 157
2021
Q1 		$11.9M Buy
132,058
+3,836
+3% +$330K 0.12% 173
2020
Q4 		$10.3M Buy
128,222
+7,470
+6% +$555K 0.12% 176
2020
Q3 		$7.92M Buy
120,752
+21,394
+22% +$1.41M 0.11% 168
2020
Q2 		$6.16M Buy
99,358
+71,032
+251% +$4.03M 0.1% 198
2020
Q1 		$1.35M Buy
28,326
+7,861
+38% +$518K 0.03% 412
2019
Q4 		$1.56M Buy
20,465
+7,814
+62% +$563K 0.03% 420
2019
Q3 		$846K Buy
12,651
+3,310
+35% +$208K 0.02% 489
2019
Q2 		$623K Buy
9,341
+2,061
+28% +$138K 0.02% 528
2019
Q1 		$498K Buy
7,280
+3,217
+79% +$212K 0.03% 339
2018
Q4 		$243K Sell
4,063
-7,465
-65% -$503K 0.04% 399
2018
Q3 		$883K Buy
11,528
+4,642
+67% +$342K 0.05% 239
2018
Q2 		$476K Sell
6,886
-14,486
-68% -$1.02M 0.03% 263
2018
Q1 		$1.46M Buy
21,372
+434
+2% +$30.9K 0.11% 115
2017
Q4 		$1.46M Sell
20,938
-8,653
-29% -$561K 0.13% 115
2017
Q3 		$1.86M Sell
29,591
-83
-0.3% -$5.01K 0.17% 88
2017
Q2 		$1.77M Buy
29,674
+10,590
+55% +$628K 0.21% 80
2017
Q1 		$1.14M Buy
19,084
+3,989
+26% +$238K 0.21% 85
2016
Q4 		$842K Buy
+15,095
New +$812K 0.34% 72

Other funds holding EMR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

AE Wealth Management's EMR Position: Q1 2026 in Review

AE Wealth Management reduced its Emerson Electric (EMR) stake by 18% in Q1 2026, selling an estimated $3.97M and leaving 128,358 shares worth $16.8M. The position accounts for 0.09% of the portfolio, ranked #231.

AE Wealth Management first reported a position in EMR in Q4 2016 and has held it in 38 quarters since. The position peaked at $29.7M in Q4 2022. 2,193 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

  • AE Wealth Management held 128,358 shares of Emerson Electric worth $16.8M as of Q1 2026.
  • AE Wealth Management sold 27,574 Emerson Electric shares in Q1 2026, an estimated $3.97M.
  • Emerson Electric made up 0.09% of AE Wealth Management's portfolio in Q1 2026, its #231 holding.
  • AE Wealth Management first reported a position in Emerson Electric in Q4 2016 and has held it in 38 quarters since.
  • AE Wealth Management's Emerson Electric position peaked at $29.7M in Q4 2022.
  • 2,193 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

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