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Bullock Wealth Management’s Emerson Electric EMR Stock Holding History

Bullock 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 		$422K Sell
3,022
-6
-0.2% -$845 0.18% 117
2026
Q1 		$401K Buy
3,028
+10
+0.3% +$1.44K 0.2% 105
2025
Q4 		$401K Buy
3,018
+298
+11% +$39.5K 0.2% 105
2025
Q3 		$357K Sell
2,720
-5
-0.2% -$682 0.18% 111
2025
Q2 		$369K Sell
2,725
-19
-0.7% -$2.18K 0.2% 107
2025
Q1 		$302K Sell
2,744
-336
-11% -$40.5K 0.17% 113
2024
Q4 		$382K Sell
3,080
-92
-3% -$11.2K 0.22% 98
2024
Q3 		$347K Buy
3,172
+15
+0.5% +$1.61K 0.21% 102
2024
Q2 		$341K Sell
3,157
-195
-6% -$21.6K 0.22% 95
2024
Q1 		$381K Buy
+3,352
New +$344K 0.26% 91

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 $3.38T AUM 44.17% 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

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

Bullock Wealth Management reduced its Emerson Electric (EMR) stake by 0.2% in Q2 2026, selling an estimated $845 and leaving 3,022 shares worth $422K. The position accounts for 0.18% of the portfolio, ranked #117.

Bullock Wealth Management first reported a position in EMR in Q1 2024 and has held it in 10 quarters since. 2,297 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Bullock Wealth Management held 3,022 shares of Emerson Electric worth $422K as of Q2 2026.
  • Bullock Wealth Management sold 6 Emerson Electric shares in Q2 2026, an estimated $845.
  • Emerson Electric made up 0.18% of Bullock Wealth Management's portfolio in Q2 2026, its #117 holding.
  • Bullock Wealth Management first reported a position in Emerson Electric in Q1 2024 and has held it in 10 quarters since.
  • 2,297 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.