BW
EMR icon

BXM Wealth’s Emerson Electric EMR Stock Holding History

BXM 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
Q2 		$572K Buy
3,996
+945
+31% +$133K 0.31% 81
2026
Q1 		$400K Hold
3,051
– – 0.31% 77
2025
Q4 		$405K Sell
3,051
-594
-16% -$78.8K 0.31% 69
2025
Q3 		$478K Buy
3,645
+945
+35% +$129K 0.45% 61
2025
Q2 		$360K Hold
2,700
– – 0.43% 66
2025
Q1 		$296K Hold
2,700
– – 0.36% 80
2024
Q4 		$335K Buy
+2,700
New +$327K 0.47% 63

Other funds holding EMR

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
JHP
James Hambro & Partners London, United Kingdom $2.76B AUM 19.67% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

BXM Wealth's EMR Position: Q2 2026 in Review

BXM Wealth increased its Emerson Electric (EMR) stake by 31% in Q2 2026, buying an estimated $133K and bringing the position to 3,996 shares worth $572K. The position accounts for 0.31% of the portfolio, ranked #81.

BXM Wealth first reported a position in EMR in Q4 2024 and has held it in 7 quarters since. 762 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • BXM Wealth held 3,996 shares of Emerson Electric worth $572K as of Q2 2026.
  • BXM Wealth bought 945 Emerson Electric shares in Q2 2026, an estimated $133K.
  • Emerson Electric made up 0.31% of BXM Wealth's portfolio in Q2 2026, its #81 holding.
  • BXM Wealth first reported a position in Emerson Electric in Q4 2024 and has held it in 7 quarters since.
  • 762 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on BXM Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.