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Apexium Financial’s Emerson Electric EMR Stock Holding History

Apexium Financial’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
2025
Q3 		$218K Buy
1,664
+14
+0.8% +$1.91K 0.01% 273
2025
Q2 		$220K Buy
+1,650
New +$189K 0.01% 261

Other funds holding EMR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Apexium Financial's EMR Position: Q3 2025 in Review

Apexium Financial increased its Emerson Electric (EMR) stake by 0.85% in Q3 2025, buying an estimated $1.91K and bringing the position to 1,664 shares worth $218K. The position accounts for 0.01% of the portfolio, ranked #273.

Apexium Financial first reported a position in EMR in Q2 2025 and has held it in 2 quarters since. The position peaked at $220K in Q2 2025. 2,100 funds tracked by Wall St. Rank hold EMR as of Q3 2025.

  • Apexium Financial held 1,664 shares of Emerson Electric worth $218K as of Q3 2025.
  • Apexium Financial bought 14 Emerson Electric shares in Q3 2025, an estimated $1.91K.
  • Emerson Electric made up 0.01% of Apexium Financial's portfolio in Q3 2025, its #273 holding.
  • Apexium Financial first reported a position in Emerson Electric in Q2 2025 and has held it in 2 quarters since.
  • Apexium Financial's Emerson Electric position peaked at $220K in Q2 2025.
  • 2,100 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.