BIP Wealth’s Emerson Electric EMR Stock Holding History

BIP Wealth’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	$1.04M	Sell	7,952 -5	-0.1%	-$719	0.04%	193
2025 Q4	$1.06M	Buy	7,957 +5,977	+302%	+$793K	0.04%	208
2025 Q3	$260K	Buy	1,980 +219	+12%	+$29.9K	0.01%	257
2025 Q2	$235K	Sell	1,761 -100	-5%	-$11.5K	0.01%	243
2025 Q1	$204K	Buy	1,861 +116	+7%	+$14K	0.01%	264
2024 Q4	$216K	Buy	+1,745	New	+$212K	0.01%	248
2023 Q2	–	Sell	-2,448	Closed	-$213K	–	192
2023 Q1	$213K	Buy	+2,448	New	+$214K	0.02%	170

Other funds holding EMR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BIP Wealth's EMR Position: Q1 2026 in Review

BIP Wealth reduced its Emerson Electric (EMR) stake by 0.06% in Q1 2026, selling an estimated $719 and leaving 7,952 shares worth $1.04M. The position accounts for 0.04% of the portfolio, ranked #193.

BIP Wealth first reported a position in EMR in Q1 2023 and has held it in 7 quarters since. The position peaked at $1.06M in Q4 2025. 2,193 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

BIP Wealth held 7,952 shares of Emerson Electric worth $1.04M as of Q1 2026.
BIP Wealth sold 5 Emerson Electric shares in Q1 2026, an estimated $719.
Emerson Electric made up 0.04% of BIP Wealth's portfolio in Q1 2026, its #193 holding.
BIP Wealth first reported a position in Emerson Electric in Q1 2023 and has held it in 7 quarters since.
BIP Wealth's Emerson Electric position peaked at $1.06M in Q4 2025.
2,193 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on BIP Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.