Birchcreek Wealth Management’s Emerson Electric EMR Stock Holding History

Birchcreek 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 Q1	$329K	Hold	2,508	–	–	0.16%	89
2025 Q4	$333K	Hold	2,508	–	–	0.16%	89
2025 Q3	$329K	Sell	2,508 -300	-11%	-$40.9K	0.17%	88
2025 Q2	$374K	Hold	2,808	–	–	0.21%	79
2025 Q1	$308K	Buy	2,808 +4	+0.1%	+$482	0.19%	89
2024 Q4	$348K	Hold	2,804	–	–	0.22%	86
2024 Q3	$307K	Hold	2,804	–	–	0.2%	88
2024 Q2	$309K	Hold	2,804	–	–	0.17%	110
2024 Q1	$318K	Buy	2,804 +54	+2%	+$5.55K	0.17%	110
2023 Q4	$268K	Hold	2,750	–	–	0.16%	111
2023 Q3	$266K	Buy	2,750 +356	+15%	+$33.9K	0.18%	113
2023 Q2	$216K	Buy	+2,394	New	+$201K	0.15%	122
2022 Q2	–	Sell	-2,229	Closed	-$219K	–	116
2022 Q1	$219K	Hold	2,229	–	–	0.19%	107
2021 Q4	$207K	Hold	2,229	–	–	0.18%	114
2021 Q3	$210K	Hold	2,229	–	–	0.2%	113
2021 Q2	$215K	Hold	2,229	–	–	0.21%	108
2021 Q1	$201K	Hold	2,229	–	–	0.21%	107
2020 Q4	$179K	Buy	+2,229	New	+$166K	0.18%	106

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

Birchcreek Wealth Management's EMR Position: Q1 2026 in Review

Birchcreek Wealth Management held its Emerson Electric (EMR) position steady in Q1 2026 at 2,508 shares worth $329K. The position accounts for 0.16% of the portfolio, ranked #89.

Birchcreek Wealth Management first reported a position in EMR in Q4 2020 and has held it in 18 quarters since. The position peaked at $374K in Q2 2025. 2,194 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

Birchcreek Wealth Management held 2,508 shares of Emerson Electric worth $329K as of Q1 2026.
Birchcreek Wealth Management left its Emerson Electric share count unchanged in Q1 2026.
Emerson Electric made up 0.16% of Birchcreek Wealth Management's portfolio in Q1 2026, its #89 holding.
Birchcreek Wealth Management first reported a position in Emerson Electric in Q4 2020 and has held it in 18 quarters since.
Birchcreek Wealth Management's Emerson Electric position peaked at $374K in Q2 2025.
2,194 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on Birchcreek Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.