Capital Wealth Planning’s Emerson Electric EMR Stock Holding History

Capital Wealth Planning’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	$230K	Sell	1,610 -151	-9%	-$21.3K	﹤0.01%	150
2026 Q1	$231K	Buy	1,761 +161	+10%	+$23.2K	﹤0.01%	149
2025 Q4	$212K	Hold	1,600	–	–	﹤0.01%	153
2025 Q3	$210K	Hold	1,600	–	–	﹤0.01%	152
2025 Q2	$213K	Buy	+1,600	New	+$184K	﹤0.01%	137
2019 Q4	–	Sell	-3,609	Closed	-$252K	–	208
2019 Q3	$252K	Sell	3,609 -825	-19%	-$51.9K	0.02%	215
2019 Q2	$296K	Buy	+4,434	New	+$297K	0.02%	183

Other funds holding EMR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Capital Wealth Planning's EMR Position: Q2 2026 in Review

Capital Wealth Planning reduced its Emerson Electric (EMR) stake by 8.6% in Q2 2026, selling an estimated $21.3K and leaving 1,610 shares worth $230K. The position accounts for ﹤0.01% of the portfolio, ranked #150.

Capital Wealth Planning first reported a position in EMR in Q2 2019 and has held it in 7 quarters since. The position peaked at $296K in Q2 2019. 2,285 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

Capital Wealth Planning held 1,610 shares of Emerson Electric worth $230K as of Q2 2026.
Capital Wealth Planning sold 151 Emerson Electric shares in Q2 2026, an estimated $21.3K.
Emerson Electric made up ﹤0.01% of Capital Wealth Planning's portfolio in Q2 2026, its #150 holding.
Capital Wealth Planning first reported a position in Emerson Electric in Q2 2019 and has held it in 7 quarters since.
Capital Wealth Planning's Emerson Electric position peaked at $296K in Q2 2019.
2,285 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Capital Wealth Planning's 13F filing for Q2 2026, filed 14 Aug 2026.