CWC Advisors’s Emerson Electric EMR Stock Holding History

CWC Advisors’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	–	Sell	-2,074	Closed	-$275K	–	154
2025 Q4	$275K	Buy	+2,074	New	+$275K	0.13%	131

Other funds holding EMR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

CWC Advisors's EMR Position: Q1 2026 in Review

CWC Advisors sold out of Emerson Electric (EMR) in Q1 2026, closing a stake of 2,074 shares — an estimated $275K sold.

CWC Advisors first reported a position in EMR in Q4 2025 and held it in 1 quarter. The position peaked at $275K in Q4 2025. 2,193 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

CWC Advisors reported no remaining Emerson Electric position as of Q1 2026 after selling out during the quarter.
CWC Advisors sold 2,074 Emerson Electric shares in Q1 2026, an estimated $275K.
CWC Advisors first reported a position in Emerson Electric in Q4 2025 and held it in 1 quarter.
CWC Advisors's Emerson Electric position peaked at $275K in Q4 2025.
2,193 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on CWC Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.