EWM
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Executive Wealth Management’s Emerson Electric EMR Stock Holding History

Executive 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
2024
Q4 		$423K Sell
3,416
-62,390
-95% -$7.57M 0.03% 179
2024
Q3 		$7.2M Buy
+65,806
New +$7.08M 0.56% 60
2024
Q2 		– Sell
-83,939
Closed -$9.53M – 155
2024
Q1 		$9.53M Buy
83,939
+2
+0% +$205 0.84% 33
2023
Q4 		$8.17M Sell
83,937
-311
-0.4% -$28.5K 0.77% 46
2023
Q3 		$8.14M Buy
84,248
+1,818
+2% +$173K 0.84% 37
2023
Q2 		$7.45M Buy
82,430
+3,718
+5% +$313K 0.77% 43
2023
Q1 		$6.86M Buy
78,712
+2,894
+4% +$253K 0.76% 38
2022
Q4 		$7.28M Buy
75,818
+70,572
+1,345% +$6.34M 0.89% 33
2022
Q3 		$5.25K Sell
5,246
-65,298
-93% -$5.42M 0.73% 49
2022
Q2 		$5.61M Sell
70,544
-8,000
-10% -$705K 0.75% 45
2022
Q1 		$7.7M Buy
78,544
+1,923
+3% +$182K 0.84% 37
2021
Q4 		$7.12M Buy
76,621
+3,171
+4% +$299K 0.71% 43
2021
Q3 		$6.92M Buy
73,450
+86
+0.1% +$8.58K 0.76% 37
2021
Q2 		$7.06M Buy
73,364
+5,838
+9% +$549K 0.77% 31
2021
Q1 		$6.09M Sell
67,526
-4,112
-6% -$354K 0.72% 35
2020
Q4 		$5.76M Buy
71,638
+7,895
+12% +$587K 0.71% 37
2020
Q3 		$4.18M Buy
+63,743
New +$4.2M 0.58% 47
2019
Q3 		– Sell
-453
Closed -$30K – 329
2019
Q2 		$30K Sell
453
-248
-35% -$16.6K ﹤0.01% 396
2019
Q1 		$48K Sell
701
-710
-50% -$46.7K 0.01% 273
2018
Q4 		$84K Buy
+1,411
New +$95.2K 0.01% 218

Other funds holding EMR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Executive Wealth Management's EMR Position: Q4 2024 in Review

Executive Wealth Management reduced its Emerson Electric (EMR) stake by 95% in Q4 2024, selling an estimated $7.57M and leaving 3,416 shares worth $423K. The position accounts for 0.03% of the portfolio, ranked #179.

Executive Wealth Management first reported a position in EMR in Q4 2018 and has held it in 20 quarters since. The position peaked at $9.53M in Q1 2024. 2,120 funds tracked by Wall St. Rank hold EMR as of Q4 2024.

  • Executive Wealth Management held 3,416 shares of Emerson Electric worth $423K as of Q4 2024.
  • Executive Wealth Management sold 62,390 Emerson Electric shares in Q4 2024, an estimated $7.57M.
  • Emerson Electric made up 0.03% of Executive Wealth Management's portfolio in Q4 2024, its #179 holding.
  • Executive Wealth Management first reported a position in Emerson Electric in Q4 2018 and has held it in 20 quarters since.
  • Executive Wealth Management's Emerson Electric position peaked at $9.53M in Q1 2024.
  • 2,120 funds tracked by Wall St. Rank held Emerson Electric as of Q4 2024.

Based on Executive Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.