AFG
EMR icon

Allegheny Financial Group’s Emerson Electric EMR Stock Holding History

Allegheny Financial Group’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 		$783K Sell
5,467
-11
-0.2% -$1.55K 0.08% 129
2026
Q1 		$718K Buy
5,478
+36
+0.7% +$5.18K 0.1% 126
2025
Q4 		$722K Sell
5,442
-13
-0.2% -$1.73K 0.11% 125
2025
Q3 		$716K Sell
5,455
-312
-5% -$42.5K 0.13% 119
2025
Q2 		$769K Buy
5,767
+719
+14% +$82.5K 0.17% 111
2025
Q1 		$554K Buy
5,048
+820
+19% +$98.9K 0.14% 118
2024
Q4 		$524K Buy
4,228
+13
+0.3% +$1.58K 0.14% 122
2024
Q3 		$461K Sell
4,215
-32
-0.8% -$3.44K 0.11% 153
2024
Q2 		$468K Buy
4,247
+17
+0.4% +$1.88K 0.13% 133
2024
Q1 		$480K Sell
4,230
-19
-0.4% -$1.95K 0.15% 122
2023
Q4 		$414K Buy
+4,249
New +$389K 0.13% 133
2021
Q2 		– Sell
-3,614
Closed -$326K – 157
2021
Q1 		$326K Sell
3,614
-532
-13% -$45.8K 0.24% 70
2020
Q4 		$333K Buy
+4,146
New +$308K 0.18% 87

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

Allegheny Financial Group's EMR Position: Q2 2026 in Review

Allegheny Financial Group reduced its Emerson Electric (EMR) stake by 0.2% in Q2 2026, selling an estimated $1.55K and leaving 5,467 shares worth $783K. The position accounts for 0.08% of the portfolio, ranked #129.

Allegheny Financial Group first reported a position in EMR in Q4 2020 and has held it in 13 quarters since. 2,284 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Allegheny Financial Group held 5,467 shares of Emerson Electric worth $783K as of Q2 2026.
  • Allegheny Financial Group sold 11 Emerson Electric shares in Q2 2026, an estimated $1.55K.
  • Emerson Electric made up 0.08% of Allegheny Financial Group's portfolio in Q2 2026, its #129 holding.
  • Allegheny Financial Group first reported a position in Emerson Electric in Q4 2020 and has held it in 13 quarters since.
  • 2,284 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Allegheny Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.