BNC Wealth Management’s Emerson Electric EMR Stock Holding History

BNC 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	–	Sell	-27,957	Closed	-$3.71M	–	112
2025 Q4	$3.71M	Buy	27,957 +3,254	+13%	+$432K	0.95%	41
2025 Q3	$3.24M	Buy	24,703 +1,225	+5%	+$167K	0.82%	40
2025 Q2	$3.13M	Buy	23,478 +1,589	+7%	+$182K	0.93%	36
2025 Q1	$2.4M	Buy	21,889 +1,122	+5%	+$135K	0.86%	35
2024 Q4	$2.57M	Buy	20,767 +2,069	+11%	+$251K	0.85%	35
2024 Q3	$2.05M	Buy	+18,698	New	+$2.01M	0.75%	38
2020 Q4	–	Sell	-52	Closed	-$3K	–	214
2020 Q3	$3K	Buy	+52	New	+$3.42K	﹤0.01%	419

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

BNC Wealth Management sold out of Emerson Electric (EMR) in Q1 2026, closing a stake of 27,957 shares — an estimated $3.71M sold.

BNC Wealth Management first reported a position in EMR in Q3 2020 and held it in 7 quarters. The position peaked at $3.71M in Q4 2025. 2,209 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

BNC Wealth Management reported no remaining Emerson Electric position as of Q1 2026 after selling out during the quarter.
BNC Wealth Management sold 27,957 Emerson Electric shares in Q1 2026, an estimated $3.71M.
BNC Wealth Management first reported a position in Emerson Electric in Q3 2020 and held it in 7 quarters.
BNC Wealth Management's Emerson Electric position peaked at $3.71M in Q4 2025.
2,209 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

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