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AMJ Financial Wealth Management’s Emerson Electric EMR Stock Holding History

AMJ Financial 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 		$3.52M Buy
+26,854
New +$3.86M 0.83% 37
2025
Q1 		– Sell
-1,953
Closed -$242K – 92
2024
Q4 		$242K Buy
+1,953
New +$237K 0.07% 83
2021
Q4 		– Sell
-5,476
Closed -$516K – 98
2021
Q3 		$516K Buy
5,476
+280
+5% +$27.9K 0.21% 62
2021
Q2 		$500K Buy
+5,196
New +$489K 0.22% 66

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

AMJ Financial Wealth Management's EMR Position: Q1 2026 in Review

AMJ Financial Wealth Management opened a new position in Emerson Electric (EMR) in Q1 2026: 26,854 shares worth $3.52M. The stake represents 0.83% of the portfolio and ranks #37 among its holdings. This is a return to the name: AMJ Financial Wealth Management previously reported a position in EMR as recently as Q4 2024.

AMJ Financial Wealth Management first reported a position in EMR in Q2 2021 and has held it in 4 quarters since. 2,196 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

  • AMJ Financial Wealth Management held 26,854 shares of Emerson Electric worth $3.52M as of Q1 2026.
  • Emerson Electric was a new AMJ Financial Wealth Management position in Q1 2026.
  • Emerson Electric made up 0.83% of AMJ Financial Wealth Management's portfolio in Q1 2026, its #37 holding.
  • AMJ Financial Wealth Management first reported a position in Emerson Electric in Q2 2021 and has held it in 4 quarters since.
  • 2,196 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on AMJ Financial Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.