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Axxcess Wealth Management’s Emerson Electric EMR Stock Holding History

Axxcess 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
Q2 		$5.62M Buy
+39,228
New +$5.52M 0.09% 203
2026
Q1 		– Sell
-48,233
Closed -$6.4M – 577
2025
Q4 		$6.4M Buy
48,233
+4,842
+11% +$642K 0.11% 175
2025
Q3 		$5.69M Sell
43,391
-5,831
-12% -$795K 0.12% 147
2025
Q2 		$6.56M Buy
49,222
+3,595
+8% +$412K 0.15% 117
2025
Q1 		$5M Sell
45,627
-8,485
-16% -$1.02M 0.13% 135
2024
Q4 		$6.71M Buy
54,112
+3,698
+7% +$449K 0.16% 110
2024
Q3 		$5.51M Buy
50,414
+1,818
+4% +$196K 0.14% 129
2024
Q2 		$5.35M Buy
48,596
+3,840
+9% +$425K 0.14% 128
2024
Q1 		$5.08M Buy
44,756
+4,999
+13% +$513K 0.14% 129
2023
Q4 		$3.87M Buy
39,757
+10,306
+35% +$944K 0.11% 151
2023
Q3 		$2.84M Buy
29,451
+26,657
+954% +$2.54M 0.1% 159
2023
Q2 		$253K Buy
+2,794
New +$235K 0.02% 497
2023
Q1 		– Sell
-2,239
Closed -$215K – 650
2022
Q4 		$215K Buy
+2,239
New +$201K 0.02% 540
2022
Q2 		– Sell
-2,234
Closed -$219K – 574
2022
Q1 		$219K Sell
2,234
-227
-9% -$21.5K 0.02% 559
2021
Q4 		$229K Buy
+2,461
New +$232K 0.02% 552

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

Axxcess Wealth Management's EMR Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in Emerson Electric (EMR) in Q2 2026: 39,228 shares worth $5.62M. The stake represents 0.09% of the portfolio and ranks #203 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in EMR as recently as Q4 2025.

Axxcess Wealth Management first reported a position in EMR in Q4 2021 and has held it in 15 quarters since. The position peaked at $6.71M in Q4 2024. 2,285 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Axxcess Wealth Management held 39,228 shares of Emerson Electric worth $5.62M as of Q2 2026.
  • Emerson Electric was a new Axxcess Wealth Management position in Q2 2026.
  • Emerson Electric made up 0.09% of Axxcess Wealth Management's portfolio in Q2 2026, its #203 holding.
  • Axxcess Wealth Management first reported a position in Emerson Electric in Q4 2021 and has held it in 15 quarters since.
  • Axxcess Wealth Management's Emerson Electric position peaked at $6.71M in Q4 2024.
  • 2,285 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.