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 Q2	$402K	Buy	2,808 +300	+12%	+$42.2K	0.16%	92
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Birchcreek Wealth Management's EMR Position: Q2 2026 in Review

Birchcreek Wealth Management increased its Emerson Electric (EMR) stake by 12% in Q2 2026, buying an estimated $42.2K and bringing the position to 2,808 shares worth $402K. The position accounts for 0.16% of the portfolio, ranked #92.

Birchcreek Wealth Management first reported a position in EMR in Q4 2020 and has held it in 19 quarters since. 2,289 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

Birchcreek Wealth Management held 2,808 shares of Emerson Electric worth $402K as of Q2 2026.
Birchcreek Wealth Management bought 300 Emerson Electric shares in Q2 2026, an estimated $42.2K.
Emerson Electric made up 0.16% of Birchcreek Wealth Management's portfolio in Q2 2026, its #92 holding.
Birchcreek Wealth Management first reported a position in Emerson Electric in Q4 2020 and has held it in 19 quarters since.
2,289 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Birchcreek Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.