Baldwin Wealth Partners’s Emerson Electric EMR Stock Holding History

Baldwin Wealth Partners’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	$1.82M	Sell	12,700 -100	-0.8%	-$14.1K	0.12%	89
2026 Q1	$1.68M	Sell	12,800 -50	-0.4%	-$7.19K	0.12%	88
2025 Q4	$1.71M	Buy	12,850 +220	+2%	+$29.2K	0.11%	92
2025 Q3	$1.66M	Hold	12,630	–	–	0.11%	94
2025 Q2	$1.68M	Hold	12,630	–	–	0.11%	85
2025 Q1	$1.38M	Sell	12,630 -96	-0.8%	-$11.6K	0.1%	92
2024 Q4	$1.58M	Sell	12,726 -54	-0.4%	-$6.55K	0.11%	90
2024 Q3	$1.4M	Hold	12,780	–	–	0.1%	109
2024 Q2	$1.41M	Hold	12,780	–	–	0.11%	88
2024 Q1	$1.45M	Sell	12,780 -1,109	-8%	-$114K	0.11%	94
2023 Q4	$1.35M	Sell	13,889 -950	-6%	-$87K	0.11%	95
2023 Q3	$1.43M	Hold	14,839	–	–	0.12%	93
2023 Q2	$1.34M	Hold	14,839	–	–	0.11%	102
2023 Q1	$1.29M	Hold	14,839	–	–	0.11%	102
2022 Q4	$1.43M	Buy	14,839 +1,580	+12%	+$142K	0.13%	102
2022 Q3	$971K	Hold	13,259	–	–	0.13%	70
2022 Q2	$1.05M	Hold	13,259	–	–	0.14%	70
2022 Q1	$1.3M	Sell	13,259 -2,000	-13%	-$189K	0.14%	70
2021 Q4	$1.42M	Sell	15,259 -100	-0.7%	-$9.42K	0.14%	67
2021 Q3	$1.45M	Sell	15,359 -35	-0.2%	-$3.49K	0.16%	63
2021 Q2	$1.48M	Sell	15,394 -1,915	-11%	-$180K	0.16%	66
2021 Q1	$1.56M	Buy	17,309 +9	+0.1%	+$774	0.19%	63
2020 Q4	$1.39M	Sell	17,300 -125	-0.7%	-$9.29K	0.17%	66
2020 Q3	$1.14M	Hold	17,425	–	–	0.16%	74
2020 Q2	$1.08M	Hold	17,425	–	–	0.16%	72
2020 Q1	$830K	Hold	17,425	–	–	0.15%	75
2019 Q4	$1.33M	Sell	17,425 -100	-0.6%	-$7.21K	0.19%	72
2019 Q3	$1.17M	Hold	17,525	–	–	0.18%	72
2019 Q2	$1.17M	Hold	17,525	–	–	0.17%	78
2019 Q1	$1.2M	Sell	17,525 -3,287	-16%	-$216K	0.18%	80
2018 Q4	$1.24M	Buy	20,812 +262	+1%	+$17.7K	0.21%	70
2018 Q3	$1.57M	Sell	20,550 -1,675	-8%	-$124K	0.22%	70
2018 Q2	$1.54M	Buy	22,225 +200	+0.9%	+$14.1K	0.24%	66
2018 Q1	$1.5M	Sell	22,025 -169	-0.8%	-$12K	0.24%	65
2017 Q4	$1.55M	Sell	22,194 -50	-0.2%	-$3.24K	0.24%	70
2017 Q3	$1.4M	Hold	22,244	–	–	0.22%	71
2017 Q2	$1.33M	Sell	22,244 -800	-3%	-$47.4K	0.21%	73
2017 Q1	$1.38M	Sell	23,044 -1,081	-4%	-$64.5K	0.23%	75
2016 Q4	$1.34M	Hold	24,125	–	–	0.24%	64
2016 Q3	$1.31M	Sell	24,125 -296	-1%	-$15.9K	0.24%	69
2016 Q2	$1.27M	Sell	24,421 -574	-2%	-$30.5K	0.26%	66
2016 Q1	$1.36M	Buy	24,995 +2,242	+10%	+$108K	0.24%	87
2015 Q4	$1.09M	Sell	22,753 -67	-0.3%	-$3.19K	0.18%	116
2015 Q3	$1.01M	Buy	22,820 +700	+3%	+$34.4K	0.17%	121
2015 Q2	$1.23M	Sell	22,120 -500	-2%	-$29.4K	0.18%	115
2015 Q1	$1.28M	Sell	22,620 -1,730	-7%	-$101K	0.19%	108
2014 Q4	$1.5M	Hold	24,350	–	–	0.22%	106
2014 Q3	$1.52M	Buy	24,350 +6,075	+33%	+$394K	0.22%	93
2014 Q2	$1.21M	Buy	+18,275	New	+$1.23M	0.18%	112

Other funds holding EMR

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

GAM

Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Baldwin Wealth Partners's EMR Position: Q2 2026 in Review

Baldwin Wealth Partners reduced its Emerson Electric (EMR) stake by 0.78% in Q2 2026, selling an estimated $14.1K and leaving 12,700 shares worth $1.82M. The position accounts for 0.12% of the portfolio, ranked #89.

Baldwin Wealth Partners first reported a position in EMR in Q2 2014 and has held it in 49 quarters since. 1,033 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

Baldwin Wealth Partners held 12,700 shares of Emerson Electric worth $1.82M as of Q2 2026.
Baldwin Wealth Partners sold 100 Emerson Electric shares in Q2 2026, an estimated $14.1K.
Emerson Electric made up 0.12% of Baldwin Wealth Partners's portfolio in Q2 2026, its #89 holding.
Baldwin Wealth Partners first reported a position in Emerson Electric in Q2 2014 and has held it in 49 quarters since.
1,033 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Baldwin Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.