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 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

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

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

BKM Wealth Management reduced its Emerson Electric (EMR) stake by 17% in Q2 2026, selling an estimated $351K and leaving 11,872 shares worth $1.7M. The position accounts for 0.6% of the portfolio, ranked #48.

BKM Wealth Management first reported a position in EMR in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.88M in Q1 2026. 2,288 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

BKM Wealth Management held 11,872 shares of Emerson Electric worth $1.7M as of Q2 2026.
BKM Wealth Management sold 2,495 Emerson Electric shares in Q2 2026, an estimated $351K.
Emerson Electric made up 0.6% of BKM Wealth Management's portfolio in Q2 2026, its #48 holding.
BKM Wealth Management first reported a position in Emerson Electric in Q4 2023 and has held it in 11 quarters since.
BKM Wealth Management's Emerson Electric position peaked at $1.88M in Q1 2026.
2,288 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on BKM Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.