BFG
EMR icon

Beacon Financial Group’s Emerson Electric EMR Stock Holding History

Beacon Financial Group’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 		$564K Sell
3,938
-210
-5% -$29.6K 0.05% 225
2026
Q1 		$543K Sell
4,148
-86
-2% -$12.4K 0.05% 225
2025
Q4 		$562K Sell
4,234
-536
-11% -$71.1K 0.06% 221
2025
Q3 		$626K Sell
4,770
-45
-0.9% -$6.13K 0.06% 208
2025
Q2 		$642K Buy
+4,815
New +$552K 0.07% 202
2018
Q2 		– Sell
-113,694
Closed -$7.76M – 197
2018
Q1 		$7.76M Sell
113,694
-6,363
-5% -$453K 1.32% 23
2017
Q4 		$8.37M Sell
120,057
-3,297
-3% -$214K 1.46% 22
2017
Q3 		$7.75M Buy
123,354
+598
+0.5% +$36.1K 1.4% 29
2017
Q2 		$7.17M Buy
122,756
+2,874
+2% +$170K 1.36% 33
2017
Q1 		$7.15M Sell
119,882
-7,841
-6% -$468K 1.37% 32
2016
Q4 		$7.12M Buy
127,723
+1,483
+1% +$79.8K 1.45% 30
2016
Q3 		$6.69M Buy
126,240
+4,145
+3% +$222K 1.41% 27
2016
Q2 		$6.18M Buy
122,095
+51,076
+72% +$2.71M 1.35% 30
2016
Q1 		$3.87M Buy
71,019
+2,951
+4% +$142K 0.84% 42
2015
Q4 		$3.3M Sell
68,068
-842
-1% -$40.1K 0.76% 41
2015
Q3 		$3M Buy
68,910
+31,644
+85% +$1.56M 0.73% 45
2015
Q2 		$2.07M Sell
37,266
-3,953
-10% -$232K 0.45% 57
2015
Q1 		$2.33M Buy
41,219
+2,437
+6% +$142K 0.52% 58
2014
Q4 		$2.42M Buy
38,782
+1,359
+4% +$85.1K 0.5% 65
2014
Q3 		$2.35M Buy
37,423
+4,432
+13% +$288K 0.51% 64
2014
Q2 		$2.21M Buy
32,991
+1,433
+5% +$96.3K 0.49% 65
2014
Q1 		$2.11M Buy
31,558
+5,910
+23% +$389K 0.43% 64
2013
Q4 		$1.8M Buy
25,648
+1,933
+8% +$129K 0.35% 73
2013
Q3 		$1.54M Buy
+23,715
New +$1.45M 0.33% 70

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

Beacon Financial Group's EMR Position: Q2 2026 in Review

Beacon Financial Group reduced its Emerson Electric (EMR) stake by 5.1% in Q2 2026, selling an estimated $29.6K and leaving 3,938 shares worth $564K. The position accounts for 0.05% of the portfolio, ranked #225.

Beacon Financial Group first reported a position in EMR in Q3 2013 and has held it in 24 quarters since. The position peaked at $8.37M in Q4 2017. 2,284 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Beacon Financial Group held 3,938 shares of Emerson Electric worth $564K as of Q2 2026.
  • Beacon Financial Group sold 210 Emerson Electric shares in Q2 2026, an estimated $29.6K.
  • Emerson Electric made up 0.05% of Beacon Financial Group's portfolio in Q2 2026, its #225 holding.
  • Beacon Financial Group first reported a position in Emerson Electric in Q3 2013 and has held it in 24 quarters since.
  • Beacon Financial Group's Emerson Electric position peaked at $8.37M in Q4 2017.
  • 2,284 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Beacon Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.