AWM
EMR icon

Aprio Wealth Management’s Emerson Electric EMR Stock Holding History

Aprio 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 		$1.05M Buy
7,981
+1,833
+30% +$264K 0.06% 202
2025
Q4 		$968K Buy
6,148
+3,529
+135% +$468K 0.06% 202
2025
Q3 		$344K Buy
2,619
+104
+4% +$14.2K 0.03% 298
2025
Q2 		$335K Sell
2,515
-41
-2% -$4.7K 0.04% 260
2025
Q1 		$280K Buy
+2,556
New +$308K 0.04% 282

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

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

Aprio Wealth Management increased its Emerson Electric (EMR) stake by 30% in Q1 2026, buying an estimated $264K and bringing the position to 7,981 shares worth $1.05M. The position accounts for 0.06% of the portfolio, ranked #202.

Aprio Wealth Management first reported a position in EMR in Q1 2025 and has held it in 5 quarters since. 2,193 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

  • Aprio Wealth Management held 7,981 shares of Emerson Electric worth $1.05M as of Q1 2026.
  • Aprio Wealth Management bought 1,833 Emerson Electric shares in Q1 2026, an estimated $264K.
  • Emerson Electric made up 0.06% of Aprio Wealth Management's portfolio in Q1 2026, its #202 holding.
  • Aprio Wealth Management first reported a position in Emerson Electric in Q1 2025 and has held it in 5 quarters since.
  • 2,193 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on Aprio Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.