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Calamos Wealth Management’s Emerson Electric EMR Stock Holding History

Calamos 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
Q1 		$738K Sell
5,629
-254
-4% -$36.5K 0.03% 248
2025
Q4 		$781K Buy
5,883
+291
+5% +$38.6K 0.03% 220
2025
Q3 		$734K Sell
5,592
-104,877
-95% -$14.3M 0.03% 216
2025
Q2 		$14.7M Buy
110,469
+2,873
+3% +$330K 0.62% 37
2025
Q1 		$11.8M Buy
107,596
+263
+0.2% +$31.7K 0.59% 45
2024
Q4 		$13.3M Buy
107,333
+18,281
+21% +$2.22M 0.67% 33
2024
Q3 		$9.74M Buy
89,052
+4,348
+5% +$468K 0.5% 51
2024
Q2 		$9.33M Buy
84,704
+82,629
+3,982% +$9.14M 0.5% 51
2024
Q1 		$235K Sell
2,075
-2,310
-53% -$237K 0.01% 272
2023
Q4 		$427K Sell
4,385
-64
-1% -$5.86K 0.03% 211
2023
Q3 		$430K Buy
+4,449
New +$424K 0.03% 213
2020
Q1 		– Sell
-7,253
Closed -$553K – 246
2019
Q4 		$553K Sell
7,253
-70,951
-91% -$5.11M 0.07% 163
2019
Q3 		$5.23M Buy
78,204
+952
+1% +$59.8K 0.7% 39
2019
Q2 		$5.15M Sell
77,252
-162
-0.2% -$10.9K 0.7% 38
2019
Q1 		$5.3M Buy
77,414
+7,381
+11% +$485K 0.76% 35
2018
Q4 		$4.18M Sell
70,033
-20,938
-23% -$1.41M 0.63% 42
2018
Q3 		$6.97M Sell
90,971
-5,195
-5% -$383K 0.87% 32
2018
Q2 		$6.65M Buy
96,166
+17,488
+22% +$1.23M 0.83% 37
2018
Q1 		$5.37M Buy
78,678
+23,671
+43% +$1.69M 0.67% 55
2017
Q4 		$3.83M Buy
+55,007
New +$3.56M 0.5% 65

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

Calamos Wealth Management's EMR Position: Q1 2026 in Review

Calamos Wealth Management reduced its Emerson Electric (EMR) stake by 4.3% in Q1 2026, selling an estimated $36.5K and leaving 5,629 shares worth $738K. The position accounts for 0.03% of the portfolio, ranked #248.

Calamos Wealth Management first reported a position in EMR in Q4 2017 and has held it in 20 quarters since. The position peaked at $14.7M in Q2 2025. 2,196 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

  • Calamos Wealth Management held 5,629 shares of Emerson Electric worth $738K as of Q1 2026.
  • Calamos Wealth Management sold 254 Emerson Electric shares in Q1 2026, an estimated $36.5K.
  • Emerson Electric made up 0.03% of Calamos Wealth Management's portfolio in Q1 2026, its #248 holding.
  • Calamos Wealth Management first reported a position in Emerson Electric in Q4 2017 and has held it in 20 quarters since.
  • Calamos Wealth Management's Emerson Electric position peaked at $14.7M in Q2 2025.
  • 2,196 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on Calamos Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.