Bogart Wealth LLC’s Emerson Electric EMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $11M | Buy |
77,083
+1,642
| +2% | +$231K | 0.38% | 63 |
|
|
2026
Q1 | $9.88M | Buy |
75,441
+1,392
| +2% | +$200K | 0.38% | 61 |
|
|
2025
Q4 | $9.83M | Buy |
74,049
+538
| +0.7% | +$71.4K | 0.39% | 59 |
|
|
2025
Q3 | $9.64M | Sell |
73,511
-2,186
| -3% | -$298K | 0.39% | 62 |
|
|
2025
Q2 | $10.1M | Buy |
75,697
+9,329
| +14% | +$1.07M | 0.43% | 56 |
|
|
2025
Q1 | $7.28M | Buy |
66,368
+865
| +1% | +$104K | 0.34% | 69 |
|
|
2024
Q4 | $8.12M | Sell |
65,503
-13,980
| -18% | -$1.7M | 0.39% | 64 |
|
|
2024
Q3 | $8.69M | Buy |
79,483
+12,968
| +19% | +$1.4M | 0.41% | 59 |
|
|
2024
Q2 | $7.33M | Buy |
66,515
+27,493
| +70% | +$3.04M | 0.37% | 60 |
|
|
2024
Q1 | $4.43M | Buy |
39,022
+38,922
| +38,922% | +$4M | 0.23% | 93 |
|
|
2023
Q4 | $9.73K | Hold |
100
| – | – | ﹤0.01% | 630 |
|
|
2023
Q3 | $9.66K | Hold |
100
| – | – | ﹤0.01% | 599 |
|
|
2023
Q2 | $9.04K | Hold |
100
| – | – | ﹤0.01% | 605 |
|
|
2023
Q1 | $8.71K | Hold |
100
| – | – | ﹤0.01% | 620 |
|
|
2022
Q4 | $9.61K | Hold |
100
| – | – | ﹤0.01% | 558 |
|
|
2022
Q3 | $7K | Sell |
100
-260
| -72% | -$21.6K | ﹤0.01% | 626 |
|
|
2022
Q2 | $29K | Buy |
360
+71
| +25% | +$6.26K | ﹤0.01% | 368 |
|
|
2022
Q1 | $28K | Buy |
289
+100
| +53% | +$9.47K | ﹤0.01% | 337 |
|
|
2021
Q4 | $18K | Hold |
189
| – | – | ﹤0.01% | 386 |
|
|
2021
Q3 | $18K | Hold |
189
| – | – | ﹤0.01% | 375 |
|
|
2021
Q2 | $18K | Sell |
189
-5
| -3% | -$470 | ﹤0.01% | 358 |
|
|
2021
Q1 | $18K | Buy |
194
+178
| +1,113% | +$15.3K | ﹤0.01% | 337 |
|
|
2020
Q4 | $1K | Hold |
16
| – | – | ﹤0.01% | 429 |
|
|
2020
Q3 | $1K | Sell |
16
-1,339
| -99% | -$88.2K | ﹤0.01% | 406 |
|
|
2020
Q2 | $84K | Sell |
1,355
-114
| -8% | -$6.47K | 0.02% | 147 |
|
|
2020
Q1 | $70K | Sell |
1,469
-9,822
| -87% | -$647K | 0.02% | 152 |
|
|
2019
Q4 | $861K | Buy |
11,291
+400
| +4% | +$28.8K | 0.28% | 57 |
|
|
2019
Q3 | $728K | Buy |
10,891
+452
| +4% | +$28.4K | 0.36% | 49 |
|
|
2019
Q2 | $696K | Buy |
10,439
+646
| +7% | +$43.3K | 0.42% | 45 |
|
|
2019
Q1 | $670K | Buy |
9,793
+367
| +4% | +$24.1K | 0.32% | 46 |
|
|
2018
Q4 | $563K | Buy |
9,426
+30
| +0.3% | +$2.02K | 0.28% | 43 |
|
|
2018
Q3 | $720K | Buy |
9,396
+444
| +5% | +$32.8K | 0.42% | 39 |
|
|
2018
Q2 | $618K | Sell |
8,952
-17
| -0.2% | -$1.2K | 0.38% | 42 |
|
|
2018
Q1 | $614K | Buy |
8,969
+875
| +11% | +$62.3K | 0.36% | 44 |
|
|
2017
Q4 | $564K | Sell |
8,094
-400
| -5% | -$25.9K | 0.36% | 43 |
|
|
2017
Q3 | $542K | Sell |
8,494
-590
| -6% | -$35.6K | 0.4% | 44 |
|
|
2017
Q2 | $542K | Buy |
9,084
+518
| +6% | +$30.7K | 0.35% | 44 |
|
|
2017
Q1 | $513K | Buy |
8,566
+952
| +13% | +$56.8K | 0.34% | 42 |
|
|
2016
Q4 | $424K | Buy |
+7,614
| New | +$410K | 0.29% | 48 |
|
Other funds holding EMR
Bogart Wealth LLC's EMR Position: Q2 2026 in Review
Bogart Wealth LLC increased its Emerson Electric (EMR) stake by 2.2% in Q2 2026, buying an estimated $231K and bringing the position to 77,083 shares worth $11M. The position accounts for 0.38% of the portfolio, ranked #63.
Bogart Wealth LLC first reported a position in EMR in Q4 2016 and has held it in 39 quarters since. 2,284 funds tracked by Wall St. Rank hold EMR as of Q2 2026.
- Bogart Wealth LLC held 77,083 shares of Emerson Electric worth $11M as of Q2 2026.
- Bogart Wealth LLC bought 1,642 Emerson Electric shares in Q2 2026, an estimated $231K.
- Emerson Electric made up 0.38% of Bogart Wealth LLC's portfolio in Q2 2026, its #63 holding.
- Bogart Wealth LLC first reported a position in Emerson Electric in Q4 2016 and has held it in 39 quarters since.
- 2,284 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.
Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.