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Crestmont Private Wealth’s Emerson Electric EMR Stock Holding History

Crestmont Private Wealth’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 		$346K Sell
2,641
-102
-4% -$14.7K 0.11% 74
2025
Q4 		$364K Buy
2,743
+160
+6% +$21.2K 0.12% 61
2025
Q3 		$339K Buy
2,583
+223
+9% +$30.4K 0.11% 61
2025
Q2 		$315K Buy
2,360
+11
+0.5% +$1.26K 0.11% 56
2025
Q1 		$258K Buy
2,349
+216
+10% +$26K 0.11% 62
2024
Q4 		$264K Sell
2,133
-492
-19% -$59.7K 0.12% 54
2024
Q3 		$287K Buy
2,625
+54
+2% +$5.81K 0.13% 59
2024
Q2 		$283K Buy
+2,571
New +$284K 0.14% 60

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

Crestmont Private Wealth's EMR Position: Q1 2026 in Review

Crestmont Private Wealth reduced its Emerson Electric (EMR) stake by 3.7% in Q1 2026, selling an estimated $14.7K and leaving 2,641 shares worth $346K. The position accounts for 0.11% of the portfolio, ranked #74.

Crestmont Private Wealth first reported a position in EMR in Q2 2024 and has held it in 8 quarters since. The position peaked at $364K in Q4 2025. 2,193 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

  • Crestmont Private Wealth held 2,641 shares of Emerson Electric worth $346K as of Q1 2026.
  • Crestmont Private Wealth sold 102 Emerson Electric shares in Q1 2026, an estimated $14.7K.
  • Emerson Electric made up 0.11% of Crestmont Private Wealth's portfolio in Q1 2026, its #74 holding.
  • Crestmont Private Wealth first reported a position in Emerson Electric in Q2 2024 and has held it in 8 quarters since.
  • Crestmont Private Wealth's Emerson Electric position peaked at $364K in Q4 2025.
  • 2,193 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on Crestmont Private Wealth's 13F filing for Q1 2026, filed 8 May 2026.