Flagship Wealth Advisors’s Emerson Electric EMR Stock Holding History

Flagship Wealth 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	$344K	Sell	2,579 -429	-14%	-$61.7K	0.15%	77
2025 Q4	$399K	Hold	3,008	–	–	0.12%	85
2025 Q3	$395K	Buy	3,008 +129	+4%	+$17.6K	0.13%	84
2025 Q2	$384K	Buy	2,879 +279	+11%	+$32K	0.14%	78
2025 Q1	$285K	Buy	2,600 +100	+4%	+$12.1K	0.12%	90
2024 Q4	$310K	Buy	+2,500	New	+$303K	0.18%	71

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

Flagship Wealth Advisors's EMR Position: Q1 2026 in Review

Flagship Wealth Advisors reduced its Emerson Electric (EMR) stake by 14% in Q1 2026, selling an estimated $61.7K and leaving 2,579 shares worth $344K. The position accounts for 0.15% of the portfolio, ranked #77.

Flagship Wealth Advisors first reported a position in EMR in Q4 2024 and has held it in 6 quarters since. The position peaked at $399K in Q4 2025. 2,193 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

Flagship Wealth Advisors held 2,579 shares of Emerson Electric worth $344K as of Q1 2026.
Flagship Wealth Advisors sold 429 Emerson Electric shares in Q1 2026, an estimated $61.7K.
Emerson Electric made up 0.15% of Flagship Wealth Advisors's portfolio in Q1 2026, its #77 holding.
Flagship Wealth Advisors first reported a position in Emerson Electric in Q4 2024 and has held it in 6 quarters since.
Flagship Wealth Advisors's Emerson Electric position peaked at $399K in Q4 2025.
2,193 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on Flagship Wealth Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.