Boyd Wealth Management’s Emerson Electric EMR Stock Holding History

Boyd 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	$574K	Buy	4,007 +7	+0.2%	+$985	0.22%	35
2026 Q1	$524K	Hold	4,000	–	–	0.22%	35
2025 Q4	$531K	Hold	4,000	–	–	0.23%	35
2025 Q3	$525K	Hold	4,000	–	–	0.23%	35
2025 Q2	$533K	Hold	4,000	–	–	0.23%	35
2025 Q1	$439K	Hold	4,000	–	–	0.22%	34
2024 Q4	$496K	Hold	4,000	–	–	0.24%	33
2024 Q3	$437K	Hold	4,000	–	–	0.22%	34
2024 Q2	$441K	Hold	4,000	–	–	0.24%	32
2024 Q1	$454K	Hold	4,000	–	–	0.26%	34
2023 Q4	$389K	Hold	4,000	–	–	0.24%	35
2023 Q3	$386K	Hold	4,000	–	–	0.26%	35
2023 Q2	$362K	Hold	4,000	–	–	0.22%	35
2023 Q1	$349K	Hold	4,000	–	–	0.24%	35
2022 Q4	$384K	Hold	4,000	–	–	0.28%	35
2022 Q3	$293K	Hold	4,000	–	–	0.23%	37
2022 Q2	$318K	Hold	4,000	–	–	0.26%	38
2022 Q1	$392K	Hold	4,000	–	–	0.29%	32
2021 Q4	$372K	Buy	+4,000	New	+$377K	0.27%	34

Other funds holding EMR

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

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

Boyd Wealth Management increased its Emerson Electric (EMR) stake by 0.18% in Q2 2026, buying an estimated $985 and bringing the position to 4,007 shares worth $574K. The position accounts for 0.22% of the portfolio, ranked #35.

Boyd Wealth Management first reported a position in EMR in Q4 2021 and has held it in 19 quarters since. 475 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

Boyd Wealth Management held 4,007 shares of Emerson Electric worth $574K as of Q2 2026.
Boyd Wealth Management bought 7 Emerson Electric shares in Q2 2026, an estimated $985.
Emerson Electric made up 0.22% of Boyd Wealth Management's portfolio in Q2 2026, its #35 holding.
Boyd Wealth Management first reported a position in Emerson Electric in Q4 2021 and has held it in 19 quarters since.
475 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Boyd Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.