Alpha Omega Wealth Management’s Emerson Electric EMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-10,857
| Closed | -$1.45M | – | 208 |
|
|
2025
Q2 | $1.45M | Sell |
10,857
-129
| -1% | -$14.8K | 0.26% | 96 |
|
|
2025
Q1 | $1.2M | Sell |
10,986
-24
| -0.2% | -$2.89K | 0.23% | 101 |
|
|
2024
Q4 | $1.36M | Sell |
11,010
-23
| -0.2% | -$2.79K | 0.26% | 99 |
|
|
2024
Q3 | $1.21M | Sell |
11,033
-366
| -3% | -$39.4K | 0.22% | 105 |
|
|
2024
Q2 | $1.26M | Sell |
11,399
-208
| -2% | -$23K | 0.24% | 102 |
|
|
2024
Q1 | $1.32M | Sell |
11,607
-7
| -0.1% | -$719 | 0.24% | 98 |
|
|
2023
Q4 | $1.13M | Hold |
11,614
| – | – | 0.19% | 101 |
|
|
2023
Q3 | $1.12M | Sell |
11,614
-352
| -3% | -$33.5K | 0.19% | 100 |
|
|
2023
Q2 | $1.08M | Sell |
11,966
-177
| -1% | -$14.9K | 0.18% | 110 |
|
|
2023
Q1 | $1.06M | Sell |
12,143
-86
| -0.7% | -$7.52K | 0.18% | 108 |
|
|
2022
Q4 | $1.17M | Sell |
12,229
-20
| -0.2% | -$1.8K | 0.21% | 101 |
|
|
2022
Q3 | $897K | Hold |
12,249
| – | – | 0.17% | 107 |
|
|
2022
Q2 | $974K | Sell |
12,249
-18
| -0.1% | -$1.59K | 0.17% | 109 |
|
|
2022
Q1 | $1.2M | Sell |
12,267
-93
| -0.8% | -$8.8K | 0.19% | 105 |
|
|
2021
Q4 | $1.2M | Sell |
12,360
-107
| -0.9% | -$10.1K | 0.18% | 109 |
|
|
2021
Q3 | $1.17M | Sell |
12,467
-28
| -0.2% | -$2.79K | 0.19% | 104 |
|
|
2021
Q2 | $1.2M | Sell |
12,495
-420
| -3% | -$39.5K | 0.2% | 105 |
|
|
2021
Q1 | $1.17M | Sell |
12,915
-130
| -1% | -$11.2K | 0.2% | 99 |
|
|
2020
Q4 | $1.05M | Sell |
13,045
-68
| -0.5% | -$5.06K | 0.18% | 98 |
|
|
2020
Q3 | $860K | Sell |
13,113
-230
| -2% | -$15.1K | 0.12% | 102 |
|
|
2020
Q2 | $828K | Buy |
13,343
+8
| +0.1% | +$454 | 0.13% | 99 |
|
|
2020
Q1 | $635K | Hold |
13,335
| – | – | 0.12% | 110 |
|
|
2019
Q4 | $1.02M | Sell |
13,335
-600
| -4% | -$43.2K | 0.16% | 100 |
|
|
2019
Q3 | $1.03M | Buy |
13,935
+13,335
| +2,223% | +$838K | 0.17% | 97 |
|
|
2019
Q2 | $40K | Sell |
600
-40
| -6% | -$2.68K | 0.02% | 272 |
|
|
2019
Q1 | $44K | Buy |
640
+30
| +5% | +$1.97K | 0.02% | 257 |
|
|
2018
Q4 | $36K | Hold |
610
| – | – | 0.02% | 243 |
|
|
2018
Q3 | $47K | Sell |
610
-66
| -10% | -$4.87K | 0.02% | 228 |
|
|
2018
Q2 | $47K | Hold |
676
| – | – | 0.02% | 230 |
|
|
2018
Q1 | $46K | Hold |
676
| – | – | 0.02% | 215 |
|
|
2017
Q4 | $47K | Buy |
676
+66
| +11% | +$4.28K | 0.02% | 226 |
|
|
2017
Q3 | $38K | Hold |
610
| – | – | 0.02% | 238 |
|
|
2017
Q2 | $36K | Hold |
610
| – | – | 0.02% | 243 |
|
|
2017
Q1 | $37K | Hold |
610
| – | – | 0.02% | 246 |
|
|
2016
Q4 | $34K | Buy |
610
+210
| +53% | +$11.3K | 0.02% | 251 |
|
|
2016
Q3 | $22K | Hold |
400
| – | – | 0.02% | 138 |
|
|
2016
Q2 | $21K | Hold |
400
| – | – | 0.02% | 137 |
|
|
2016
Q1 | $22K | Hold |
400
| – | – | 0.02% | 133 |
|
|
2015
Q4 | $19K | Buy |
+400
| New | +$19K | 0.02% | 131 |
|
Other funds holding EMR
Alpha Omega Wealth Management's EMR Position: Q3 2025 in Review
Alpha Omega Wealth Management sold out of Emerson Electric (EMR) in Q3 2025, closing a stake of 10,857 shares — an estimated $1.45M sold.
Alpha Omega Wealth Management first reported a position in EMR in Q4 2015 and held it in 39 quarters. The position peaked at $1.45M in Q2 2025. 2,100 funds tracked by Wall St. Rank hold EMR as of Q3 2025.
- Alpha Omega Wealth Management reported no remaining Emerson Electric position as of Q3 2025 after selling out during the quarter.
- Alpha Omega Wealth Management sold 10,857 Emerson Electric shares in Q3 2025, an estimated $1.45M.
- Alpha Omega Wealth Management first reported a position in Emerson Electric in Q4 2015 and held it in 39 quarters.
- Alpha Omega Wealth Management's Emerson Electric position peaked at $1.45M in Q2 2025.
- 2,100 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2025.
Based on Alpha Omega Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.