Element Wealth’s Emerson Electric EMR Stock Holding History

Element 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	$215K	Sell	1,638 -98	-6%	-$14.1K	0.09%	194
2025 Q4	$230K	Buy	1,736 +2	+0.1%	+$265	0.09%	187
2025 Q3	$227K	Buy	1,734 +2	+0.1%	+$273	0.1%	174
2025 Q2	$231K	Buy	+1,732	New	+$199K	0.11%	159
2025 Q1	–	Sell	-1,831	Closed	-$227K	–	181
2024 Q4	$227K	Buy	1,831 +2	+0.1%	+$243	0.12%	135
2024 Q3	$200K	Sell	1,829 -8	-0.4%	-$861	0.11%	150
2024 Q2	$202K	Sell	1,837 -32	-2%	-$3.54K	0.11%	137
2024 Q1	$212K	Buy	+1,869	New	+$192K	0.12%	133

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

Element Wealth's EMR Position: Q1 2026 in Review

Element Wealth reduced its Emerson Electric (EMR) stake by 5.6% in Q1 2026, selling an estimated $14.1K and leaving 1,638 shares worth $215K. The position accounts for 0.09% of the portfolio, ranked #194.

Element Wealth first reported a position in EMR in Q1 2024 and has held it in 8 quarters since. The position peaked at $231K in Q2 2025. 2,193 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

Element Wealth held 1,638 shares of Emerson Electric worth $215K as of Q1 2026.
Element Wealth sold 98 Emerson Electric shares in Q1 2026, an estimated $14.1K.
Emerson Electric made up 0.09% of Element Wealth's portfolio in Q1 2026, its #194 holding.
Element Wealth first reported a position in Emerson Electric in Q1 2024 and has held it in 8 quarters since.
Element Wealth's Emerson Electric position peaked at $231K in Q2 2025.
2,193 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on Element Wealth's 13F filing for Q1 2026, filed 4 May 2026.