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CFM Wealth Partners’s Emerson Electric EMR Stock Holding History

CFM Wealth Partners’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 		$208K Buy
+1,450
New +$204K 0.03% 142
2025
Q4 		– Sell
-1,575
Closed -$207K – 145
2025
Q3 		$207K Hold
1,575
– – 0.03% 144
2025
Q2 		$210K Sell
1,575
-350
-18% -$40.2K 0.03% 138
2025
Q1 		$211K Buy
1,925
+83
+5% +$10K 0.04% 136
2024
Q4 		$228K Sell
1,842
-68
-4% -$8.25K 0.04% 129
2024
Q3 		$209K Sell
1,910
-169
-8% -$18.2K 0.04% 138
2024
Q2 		$229K Sell
2,079
-789
-28% -$87.2K 0.04% 140
2024
Q1 		$325K Buy
2,868
+140
+5% +$14.4K 0.07% 124
2023
Q4 		$266K Hold
2,728
– – 0.06% 140
2023
Q3 		$263K Hold
2,728
– – 0.07% 126
2023
Q2 		$247K Buy
2,728
+42
+2% +$3.54K 0.06% 150
2023
Q1 		$234K Hold
2,686
– – 0.06% 141
2022
Q4 		$258K Buy
+2,686
New +$241K 0.08% 143
2022
Q3 		– Sell
-2,686
Closed -$214K – 156
2022
Q2 		$214K Hold
2,686
– – 0.06% 158
2022
Q1 		$263K Buy
+2,686
New +$254K 0.06% 157
2020
Q3 		– Sell
-2,057
Closed -$127K – 252
2020
Q2 		$127K Sell
2,057
-400
-16% -$22.7K 0.05% 178
2020
Q1 		$117K Sell
2,457
-13
-0.5% -$856 0.05% 178
2019
Q4 		$192K Buy
+2,470
New +$178K 0.07% 148

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

CFM Wealth Partners's EMR Position: Q2 2026 in Review

CFM Wealth Partners opened a new position in Emerson Electric (EMR) in Q2 2026: 1,450 shares worth $208K. The stake represents 0.03% of the portfolio and ranks #142 among its holdings. This is a return to the name: CFM Wealth Partners previously reported a position in EMR as recently as Q3 2025.

CFM Wealth Partners first reported a position in EMR in Q4 2019 and has held it in 18 quarters since. The position peaked at $325K in Q1 2024. 2,284 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • CFM Wealth Partners held 1,450 shares of Emerson Electric worth $208K as of Q2 2026.
  • Emerson Electric was a new CFM Wealth Partners position in Q2 2026.
  • Emerson Electric made up 0.03% of CFM Wealth Partners's portfolio in Q2 2026, its #142 holding.
  • CFM Wealth Partners first reported a position in Emerson Electric in Q4 2019 and has held it in 18 quarters since.
  • CFM Wealth Partners's Emerson Electric position peaked at $325K in Q1 2024.
  • 2,284 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on CFM Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.