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Beacon Financial Advisory’s Emerson Electric EMR Stock Holding History

Beacon Financial Advisory’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 		$399K Buy
3,046
+374
+14% +$53.8K 0.09% 263
2025
Q4 		$355K Buy
2,672
+29
+1% +$3.85K 0.08% 268
2025
Q3 		$347K Sell
2,643
-126
-5% -$17.2K 0.08% 265
2025
Q2 		$369K Buy
2,769
+77
+3% +$8.83K 0.1% 243
2025
Q1 		$295K Buy
2,692
+57
+2% +$6.87K 0.09% 248
2024
Q4 		$327K Buy
2,635
+76
+3% +$9.22K 0.11% 213
2024
Q3 		$280K Sell
2,559
-1,169
-31% -$126K 0.1% 227
2024
Q2 		$411K Sell
3,728
-6,157
-62% -$681K 0.15% 171
2024
Q1 		$1.12M Buy
9,885
+213
+2% +$21.9K 0.55% 44
2023
Q4 		$941K Sell
9,672
-23
-0.2% -$2.11K 0.45% 65
2023
Q3 		$936K Buy
9,695
+246
+3% +$23.4K 0.52% 57
2023
Q2 		$854K Buy
9,449
+609
+7% +$51.3K 0.49% 60
2023
Q1 		$770K Buy
8,840
+623
+8% +$54.4K 0.49% 60
2022
Q4 		$789K Buy
8,217
+63
+0.8% +$5.66K 0.57% 54
2022
Q3 		$597K Sell
8,154
-100
-1% -$8.3K 0.43% 78
2022
Q2 		$657K Buy
8,254
+30
+0.4% +$2.65K 0.37% 86
2022
Q1 		$806K Buy
8,224
+468
+6% +$44.3K 0.39% 82
2021
Q4 		$721K Buy
7,756
+13
+0.2% +$1.22K 0.33% 93
2021
Q3 		$729K Buy
7,743
+1
+0% +$100 0.38% 81
2021
Q2 		$745K Sell
7,742
-2,148
-22% -$202K 0.4% 82
2021
Q1 		$892K Buy
+9,890
New +$851K 0.51% 67
2020
Q3 		– Sell
-9,248
Closed -$573K – 179
2020
Q2 		$573K Hold
9,248
– – 0.62% 46
2020
Q1 		$440K Buy
9,248
+4,800
+108% +$316K 0.56% 57
2019
Q4 		$339K Buy
+4,448
New +$321K 0.29% 103

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

Beacon Financial Advisory's EMR Position: Q1 2026 in Review

Beacon Financial Advisory increased its Emerson Electric (EMR) stake by 14% in Q1 2026, buying an estimated $53.8K and bringing the position to 3,046 shares worth $399K. The position accounts for 0.09% of the portfolio, ranked #263.

Beacon Financial Advisory first reported a position in EMR in Q4 2019 and has held it in 24 quarters since. The position peaked at $1.12M in Q1 2024. 2,196 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

  • Beacon Financial Advisory held 3,046 shares of Emerson Electric worth $399K as of Q1 2026.
  • Beacon Financial Advisory bought 374 Emerson Electric shares in Q1 2026, an estimated $53.8K.
  • Emerson Electric made up 0.09% of Beacon Financial Advisory's portfolio in Q1 2026, its #263 holding.
  • Beacon Financial Advisory first reported a position in Emerson Electric in Q4 2019 and has held it in 24 quarters since.
  • Beacon Financial Advisory's Emerson Electric position peaked at $1.12M in Q1 2024.
  • 2,196 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on Beacon Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.