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 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 $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

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

BKM Wealth Management increased its Emerson Electric (EMR) stake by 7.8% in Q1 2026, buying an estimated $150K and bringing the position to 14,367 shares worth $1.88M. The position accounts for 0.69% of the portfolio, ranked #46.

BKM Wealth Management first reported a position in EMR in Q4 2023 and has held it in 10 quarters since. 2,193 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

BKM Wealth Management held 14,367 shares of Emerson Electric worth $1.88M as of Q1 2026.
BKM Wealth Management bought 1,045 Emerson Electric shares in Q1 2026, an estimated $150K.
Emerson Electric made up 0.69% of BKM Wealth Management's portfolio in Q1 2026, its #46 holding.
BKM Wealth Management first reported a position in Emerson Electric in Q4 2023 and has held it in 10 quarters since.
2,193 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on BKM Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.