BWM
EMR icon

Buckley Wealth Management’s Emerson Electric EMR Stock Holding History

Buckley 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 		– Sell
-2,222
Closed -$291K – 106
2026
Q1 		$291K Buy
2,222
+399
+22% +$57.4K 0.07% 96
2025
Q4 		$242K Buy
1,823
+27
+2% +$3.58K 0.06% 98
2025
Q3 		$236K Buy
1,796
+39
+2% +$5.32K 0.06% 98
2025
Q2 		$234K Buy
+1,757
New +$202K 0.07% 101
2025
Q1 		– Sell
-1,809
Closed -$224K – 99
2024
Q4 		$224K Buy
+1,809
New +$219K 0.07% 94
2024
Q2 		– Sell
-2,084
Closed -$236K – 104
2024
Q1 		$236K Sell
2,084
-94
-4% -$9.65K 0.08% 99
2023
Q4 		$212K Hold
2,178
– – 0.07% 99
2023
Q3 		$210K Sell
2,178
-2,360
-52% -$225K 0.08% 96
2023
Q2 		$410K Buy
+4,538
New +$382K 0.14% 92

Other funds holding EMR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Buckley Wealth Management sold out of Emerson Electric (EMR) in Q2 2026, closing a stake of 2,222 shares — an estimated $291K sold.

Buckley Wealth Management first reported a position in EMR in Q2 2023 and held it in 9 quarters. The position peaked at $410K in Q2 2023. 2,275 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Buckley Wealth Management reported no remaining Emerson Electric position as of Q2 2026 after selling out during the quarter.
  • Buckley Wealth Management sold 2,222 Emerson Electric shares in Q2 2026, an estimated $291K.
  • Buckley Wealth Management first reported a position in Emerson Electric in Q2 2023 and held it in 9 quarters.
  • Buckley Wealth Management's Emerson Electric position peaked at $410K in Q2 2023.
  • 2,275 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Buckley Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.