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Eads & Heald Wealth Management’s Emerson Electric EMR Stock Holding History

Eads & Heald Wealth Management’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 		$2.56M Sell
19,523
-381
-2% -$54.8K 1.27% 22
2025
Q4 		$2.64M Sell
19,904
-294
-1% -$39K 1.28% 22
2025
Q3 		$2.65M Sell
20,198
-318
-2% -$43.4K 1.27% 21
2025
Q2 		$2.73M Buy
20,516
+405
+2% +$46.5K 1.35% 18
2025
Q1 		$2.21M Buy
20,111
+235
+1% +$28.3K 1.12% 31
2024
Q4 		$2.46M Sell
19,876
-410
-2% -$49.7K 1.21% 22
2024
Q3 		$2.22M Sell
20,286
-1,161
-5% -$125K 1.05% 37
2024
Q2 		$2.36M Sell
21,447
-881
-4% -$97.4K 1.14% 28
2024
Q1 		$2.53M Sell
22,328
-1,629
-7% -$167K 1.18% 24
2023
Q4 		$2.33M Sell
23,957
-456
-2% -$41.8K 1.12% 31
2023
Q3 		$2.36M Sell
24,413
-416
-2% -$39.6K 1.24% 27
2023
Q2 		$2.24M Sell
24,829
-2,213
-8% -$186K 1.1% 32
2023
Q1 		$2.36M Sell
27,042
-401
-1% -$35K 1.17% 29
2022
Q4 		$2.64M Sell
27,443
-176
-0.6% -$15.8K 1.34% 17
2022
Q3 		$2.02M Sell
27,619
-186
-0.7% -$15.4K 1.15% 32
2022
Q2 		$2.21M Sell
27,805
-190
-0.7% -$16.8K 1.19% 26
2022
Q1 		$2.75M Buy
27,995
+120
+0.4% +$11.4K 1.27% 18
2021
Q4 		$2.59M Sell
27,875
-465
-2% -$43.8K 1.13% 31
2021
Q3 		$2.67M Sell
28,340
-42
-0.1% -$4.19K 1.29% 15
2021
Q2 		$2.73M Sell
28,382
-555
-2% -$52.2K 1.33% 14
2021
Q1 		$2.61M Buy
28,937
+1,803
+7% +$155K 1.34% 14
2020
Q4 		$2.18M Buy
27,134
+619
+2% +$46K 1.18% 29
2020
Q3 		$1.74M Sell
26,515
-2,914
-10% -$192K 1.04% 40
2020
Q2 		$1.82M Buy
29,429
+850
+3% +$48.3K 1.11% 37
2020
Q1 		$1.36M Buy
28,579
+107
+0.4% +$7.04K 0.96% 47
2019
Q4 		$2.17M Sell
28,472
-260
-0.9% -$18.7K 1.15% 34
2019
Q3 		$1.92M Buy
28,732
+845
+3% +$53.1K 1.07% 45
2019
Q2 		$1.86M Sell
27,887
-283
-1% -$19K 1.05% 42
2019
Q1 		$1.93M Buy
28,170
+332
+1% +$21.8K 1.12% 38
2018
Q4 		$1.66M Sell
27,838
-220
-0.8% -$14.8K 1.11% 43
2018
Q3 		$2.15M Sell
28,058
-572
-2% -$42.2K 1.23% 27
2018
Q2 		$1.98M Sell
28,630
-157
-0.5% -$11K 1.22% 29
2018
Q1 		$1.97M Sell
28,787
-1,615
-5% -$115K 1.25% 28
2017
Q4 		$2.12M Sell
30,402
-230
-0.8% -$14.9K 1.25% 23
2017
Q3 		$1.93M Sell
30,632
-105
-0.3% -$6.33K 1.2% 30
2017
Q2 		$1.83M Sell
30,737
-762
-2% -$45.2K 1.18% 29
2017
Q1 		$1.89M Sell
31,499
-240
-0.8% -$14.3K 1.22% 30
2016
Q4 		$1.77M Sell
31,739
-555
-2% -$29.9K 1.21% 30
2016
Q3 		$1.76M Sell
32,294
-557
-2% -$29.9K 1.21% 26
2016
Q2 		$1.71M Buy
32,851
+1,893
+6% +$101K 1.18% 31
2016
Q1 		$1.68M Sell
30,958
-955
-3% -$46.1K 1.16% 34
2015
Q4 		$1.53M Buy
31,913
+5,133
+19% +$244K 1.06% 39
2015
Q3 		$1.18M Buy
26,780
+82
+0.3% +$4.03K 0.84% 58
2015
Q2 		$1.48M Buy
26,698
+114
+0.4% +$6.7K 0.97% 45
2015
Q1 		$1.5M Sell
26,584
-568
-2% -$33K 0.97% 48
2014
Q4 		$1.68M Sell
27,152
-50
-0.2% -$3.13K 1.07% 42
2014
Q3 		$1.7M Sell
27,202
-300
-1% -$19.5K 1.15% 39
2014
Q2 		$1.82M Sell
27,502
-2,129
-7% -$143K 1.21% 35
2014
Q1 		$1.98M Buy
29,631
+37
+0.1% +$2.44K 1.3% 30
2013
Q4 		$2.08M Sell
29,594
-344
-1% -$23K 1.38% 23
2013
Q3 		$1.94M Sell
29,938
-2,601
-8% -$159K 1.38% 24
2013
Q2 		$1.77M Buy
+32,539
New +$1.83M 1.26% 32

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

Eads & Heald Wealth Management's EMR Position: Q1 2026 in Review

Eads & Heald Wealth Management reduced its Emerson Electric (EMR) stake by 1.9% in Q1 2026, selling an estimated $54.8K and leaving 19,523 shares worth $2.56M. The position accounts for 1.27% of the portfolio, ranked #22.

Eads & Heald Wealth Management first reported a position in EMR in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.75M in Q1 2022. 2,193 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

  • Eads & Heald Wealth Management held 19,523 shares of Emerson Electric worth $2.56M as of Q1 2026.
  • Eads & Heald Wealth Management sold 381 Emerson Electric shares in Q1 2026, an estimated $54.8K.
  • Emerson Electric made up 1.27% of Eads & Heald Wealth Management's portfolio in Q1 2026, its #22 holding.
  • Eads & Heald Wealth Management first reported a position in Emerson Electric in Q2 2013 and has held it in 52 quarters since.
  • Eads & Heald Wealth Management's Emerson Electric position peaked at $2.75M in Q1 2022.
  • 2,193 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on Eads & Heald Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.