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BOK Financial Private Wealth’s Emerson Electric EMR Stock Holding History

BOK Financial Private Wealth’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 		$1.05M Sell
7,981
-939
-11% -$135K 0.06% 82
2025
Q4 		$1.18M Sell
8,920
-65
-0.7% -$8.62K 0.07% 81
2025
Q3 		$1.18M Sell
8,985
-201
-2% -$27.4K 0.07% 79
2025
Q2 		$1.22M Sell
9,186
-3,397
-27% -$390K 0.08% 78
2025
Q1 		$1.38M Sell
12,583
-477
-4% -$57.5K 0.1% 78
2024
Q4 		$1.62M Sell
13,060
-2,143
-14% -$260K 0.12% 74
2024
Q3 		$1.66M Sell
15,203
-2,363
-13% -$254K 0.12% 78
2024
Q2 		$1.94M Buy
17,566
+437
+3% +$48.3K 0.14% 71
2024
Q1 		$1.94M Sell
17,129
-2,532
-13% -$260K 0.14% 72
2023
Q4 		$1.91M Sell
19,661
-2,275
-10% -$208K 0.16% 73
2023
Q3 		$2.12M Buy
21,936
+3,091
+16% +$294K 0.19% 69
2023
Q2 		$1.7M Sell
18,845
-4,057
-18% -$341K 0.14% 82
2023
Q1 		$2M Buy
22,902
+20,950
+1,073% +$1.83M 0.16% 78
2022
Q4 		$188K Buy
1,952
+600
+44% +$53.9K 0.02% 161
2022
Q3 		$99K Sell
1,352
-200
-13% -$16.6K 0.01% 201
2022
Q2 		$123K Sell
1,552
-3,991
-72% -$352K 0.01% 195
2022
Q1 		$544K Buy
5,543
+894
+19% +$84.6K 0.04% 167
2021
Q4 		$432K Sell
4,649
-263
-5% -$24.8K 0.03% 186
2021
Q3 		$463K Buy
4,912
+611
+14% +$61K 0.04% 154
2021
Q2 		$414K Buy
4,301
+555
+15% +$52.2K 0.03% 149
2021
Q1 		$338K Buy
3,746
+860
+30% +$74K 0.03% 146
2020
Q4 		$232K Buy
+2,886
New +$215K 0.02% 165
2020
Q1 		– Sell
-3,814
Closed -$291K – 192
2019
Q4 		$291K Buy
+3,814
New +$275K 0.02% 159
2017
Q2 		– Sell
-3,353
Closed -$201K – 141
2017
Q1 		$201K Buy
+3,353
New +$200K 0.03% 135

Other funds holding EMR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BOK Financial Private Wealth's EMR Position: Q1 2026 in Review

BOK Financial Private Wealth reduced its Emerson Electric (EMR) stake by 11% in Q1 2026, selling an estimated $135K and leaving 7,981 shares worth $1.05M. The position accounts for 0.06% of the portfolio, ranked #82.

BOK Financial Private Wealth first reported a position in EMR in Q1 2017 and has held it in 24 quarters since. The position peaked at $2.12M in Q3 2023. 2,193 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

  • BOK Financial Private Wealth held 7,981 shares of Emerson Electric worth $1.05M as of Q1 2026.
  • BOK Financial Private Wealth sold 939 Emerson Electric shares in Q1 2026, an estimated $135K.
  • Emerson Electric made up 0.06% of BOK Financial Private Wealth's portfolio in Q1 2026, its #82 holding.
  • BOK Financial Private Wealth first reported a position in Emerson Electric in Q1 2017 and has held it in 24 quarters since.
  • BOK Financial Private Wealth's Emerson Electric position peaked at $2.12M in Q3 2023.
  • 2,193 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on BOK Financial Private Wealth's 13F filing for Q1 2026, filed 12 May 2026.