Carson Wealth (CWM LLC)
EMR icon

Carson Wealth (CWM LLC)’s Emerson Electric EMR Stock Holding History

Carson Wealth (CWM LLC)’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 		$3.5M Sell
26,695
-1,235
-4% -$178K 0.01% 955
2025
Q4 		$3.71M Buy
27,930
+3,690
+15% +$490K 0.01% 901
2025
Q3 		$3.18M Buy
24,240
+983
+4% +$134K 0.01% 896
2025
Q2 		$3.1M Buy
23,257
+3,242
+16% +$372K 0.01% 768
2025
Q1 		$2.19M Buy
20,015
+1,497
+8% +$180K 0.01% 796
2024
Q4 		$2.29M Buy
18,518
+1,166
+7% +$141K 0.01% 733
2024
Q3 		$1.9M Buy
17,352
+742
+4% +$79.8K 0.01% 729
2024
Q2 		$1.83M Buy
16,610
+885
+6% +$97.9K 0.01% 670
2024
Q1 		$1.78M Buy
15,725
+1,076
+7% +$111K 0.01% 656
2023
Q4 		$1.43M Buy
14,649
+1,243
+9% +$114K 0.01% 672
2023
Q3 		$1.29M Buy
13,406
+725
+6% +$69K 0.01% 651
2023
Q2 		$1.15M Buy
12,681
+1,132
+10% +$95.3K 0.01% 671
2023
Q1 		$1.01M Buy
11,549
+1,001
+9% +$87.5K 0.01% 662
2022
Q4 		$1.01M Buy
10,548
+923
+10% +$83K 0.01% 613
2022
Q3 		$705K Buy
9,625
+638
+7% +$53K 0.01% 648
2022
Q2 		$715K Sell
8,987
-90
-1% -$7.93K 0.01% 651
2022
Q1 		$890K Sell
9,077
-3,258
-26% -$308K 0.01% 586
2021
Q4 		$1.15M Buy
+12,335
New +$1.16M 0.01% 551
2021
Q2 		$279K Hold
2,903
– – ﹤0.01% 803
2021
Q1 		$279K Hold
2,903
– – ﹤0.01% 803
2020
Q4 		$279K Hold
2,903
– – ﹤0.01% 803
2020
Q3 		$279K Hold
2,903
– – ﹤0.01% 803
2020
Q2 		$279K Hold
2,903
– – ﹤0.01% 803
2020
Q1 		$279K Hold
2,903
– – ﹤0.01% 803
2019
Q4 		$279K Hold
2,903
– – ﹤0.01% 803
2019
Q3 		$279K Hold
2,903
– – ﹤0.01% 803
2019
Q2 		$279K Hold
2,903
– – ﹤0.01% 803
2019
Q1 		$279K Sell
2,903
-35,823
-93% -$2.36M ﹤0.01% 803
2018
Q4 		$2.31M Buy
38,726
+31,970
+473% +$2.16M 0.06% 269
2018
Q3 		$517K Buy
6,756
+4,361
+182% +$322K 0.01% 382
2018
Q2 		$166K Buy
2,395
+2,032
+560% +$143K 0.01% 450
2018
Q1 		$25K Hold
363
– – ﹤0.01% 671
2017
Q4 		$25K Sell
363
-154
-30% -$9.98K ﹤0.01% 655
2017
Q3 		$32K Buy
517
+122
+31% +$7.36K ﹤0.01% 612
2017
Q2 		$24K Sell
395
-87
-18% -$5.16K ﹤0.01% 604
2017
Q1 		$29K Sell
482
-844
-64% -$50.4K ﹤0.01% 544
2016
Q4 		$74K Sell
1,326
-48
-3% -$2.58K ﹤0.01% 388
2016
Q3 		$75K Buy
1,374
+75
+6% +$4.02K 0.01% 370
2016
Q2 		$68K Hold
1,299
– – 0.01% 345
2016
Q1 		$71K Sell
1,299
-9
-0.7% -$434 0.01% 308
2015
Q4 		$63K Buy
1,308
+9
+0.7% +$428 0.01% 297
2015
Q3 		$57K Buy
+1,299
New +$63.9K 0.01% 277
2014
Q1 		– Sell
-1,325
Closed -$93K – 250
2013
Q4 		$93K Buy
1,325
+900
+212% +$60.1K 0.01% 202
2013
Q3 		$27K Buy
+425
New +$26K 0.01% 237

Other funds holding EMR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
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 $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
VPM
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
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

Carson Wealth (CWM LLC)'s EMR Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Emerson Electric (EMR) stake by 4.4% in Q1 2026, selling an estimated $178K and leaving 26,695 shares worth $3.5M. The position accounts for 0.01% of the portfolio, ranked #955.

Carson Wealth (CWM LLC) first reported a position in EMR in Q3 2013 and has held it in 44 quarters since. The position peaked at $3.71M in Q4 2025. 2,206 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

  • Carson Wealth (CWM LLC) held 26,695 shares of Emerson Electric worth $3.5M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 1,235 Emerson Electric shares in Q1 2026, an estimated $178K.
  • Emerson Electric made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #955 holding.
  • Carson Wealth (CWM LLC) first reported a position in Emerson Electric in Q3 2013 and has held it in 44 quarters since.
  • Carson Wealth (CWM LLC)'s Emerson Electric position peaked at $3.71M in Q4 2025.
  • 2,206 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.