CWM
EMR icon

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
Q2 		$442K Sell
3,087
-2,542
-45% -$358K 0.01% 318
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 $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

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

Calamos Wealth Management reduced its Emerson Electric (EMR) stake by 45% in Q2 2026, selling an estimated $358K and leaving 3,087 shares worth $442K. The position accounts for 0.01% of the portfolio, ranked #318.

Calamos Wealth Management first reported a position in EMR in Q4 2017 and has held it in 21 quarters since. The position peaked at $14.7M in Q2 2025. 2,292 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Calamos Wealth Management held 3,087 shares of Emerson Electric worth $442K as of Q2 2026.
  • Calamos Wealth Management sold 2,542 Emerson Electric shares in Q2 2026, an estimated $358K.
  • Emerson Electric made up 0.01% of Calamos Wealth Management's portfolio in Q2 2026, its #318 holding.
  • Calamos Wealth Management first reported a position in Emerson Electric in Q4 2017 and has held it in 21 quarters since.
  • Calamos Wealth Management's Emerson Electric position peaked at $14.7M in Q2 2025.
  • 2,292 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Calamos Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.