BKM Wealth Management’s Emerson Electric EMR Stock Holding History

BKM 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 Q3	$1.65M	Sell	10,660 -1,212	-10%	-$182K	0.53%	55
2026 Q2	$1.7M	Sell	11,872 -2,495	-17%	-$351K	0.6%	48
2026 Q1	$1.88M	Buy	14,367 +1,045	+8%	+$150K	0.69%	46
2025 Q4	$1.77M	Sell	13,322 -264	-2%	-$35K	0.65%	44
2025 Q3	$1.78M	Sell	13,586 -31	-0.2%	-$4.23K	0.66%	47
2025 Q2	$1.82M	Sell	13,617 -261	-2%	-$29.9K	0.71%	45
2025 Q1	$1.52M	Buy	13,878 +1,233	+10%	+$149K	0.63%	53
2024 Q4	$1.57M	Buy	12,645 +1,864	+17%	+$226K	0.64%	48
2024 Q3	$1.18M	Sell	10,781 -186	-2%	-$20K	0.48%	61
2024 Q2	$1.21M	Buy	10,967 +220	+2%	+$24.3K	0.58%	55
2024 Q1	$1.22M	Buy	10,747 +1,368	+15%	+$141K	0.52%	64
2023 Q4	$913K	Buy	+9,379	New	+$859K	0.39%	69

Other funds holding EMR

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

James Hambro & Partners London, United Kingdom $2.87B AUM 19.92% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

BKM Wealth Management's EMR Position: Q3 2026 in Review

BKM Wealth Management reduced its Emerson Electric (EMR) stake by 10% in Q3 2026, selling an estimated $182K and leaving 10,660 shares worth $1.65M. The position accounts for 0.53% of the portfolio, ranked #55.

BKM Wealth Management first reported a position in EMR in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.88M in Q1 2026. 692 funds tracked by Wall St. Rank hold EMR as of Q3 2026.

BKM Wealth Management held 10,660 shares of Emerson Electric worth $1.65M as of Q3 2026.
BKM Wealth Management sold 1,212 Emerson Electric shares in Q3 2026, an estimated $182K.
Emerson Electric made up 0.53% of BKM Wealth Management's portfolio in Q3 2026, its #55 holding.
BKM Wealth Management first reported a position in Emerson Electric in Q4 2023 and has held it in 12 quarters since.
BKM Wealth Management's Emerson Electric position peaked at $1.88M in Q1 2026.
692 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2026.

Based on BKM Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.