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FMA Wealth Management’s Emerson Electric EMR Stock Holding History

FMA 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
Q2 		$374K Hold
2,611
– – 0.24% 31
2026
Q1 		$342K Hold
2,611
– – 0.23% 32
2025
Q4 		$347K Hold
2,611
– – 0.22% 34
2025
Q3 		$343K Hold
2,611
– – 0.24% 33
2025
Q2 		$348K Buy
+2,611
New +$300K 0.26% 32
2025
Q1 		– Sell
-2,611
Closed -$324K – 45
2024
Q4 		$324K Hold
2,611
– – 0.24% 33
2024
Q3 		$286K Hold
2,611
– – 0.21% 34
2024
Q2 		$288K Sell
2,611
-204
-7% -$22.6K 0.23% 37
2024
Q1 		$319K Hold
2,815
– – 0.26% 35
2023
Q4 		$274K Buy
+2,815
New +$258K 0.25% 34

Other funds holding EMR

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

FMA Wealth Management's EMR Position: Q2 2026 in Review

FMA Wealth Management held its Emerson Electric (EMR) position steady in Q2 2026 at 2,611 shares worth $374K. The position accounts for 0.24% of the portfolio, ranked #31.

FMA Wealth Management first reported a position in EMR in Q4 2023 and has held it in 10 quarters since. 413 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • FMA Wealth Management held 2,611 shares of Emerson Electric worth $374K as of Q2 2026.
  • FMA Wealth Management left its Emerson Electric share count unchanged in Q2 2026.
  • Emerson Electric made up 0.24% of FMA Wealth Management's portfolio in Q2 2026, its #31 holding.
  • FMA Wealth Management first reported a position in Emerson Electric in Q4 2023 and has held it in 10 quarters since.
  • 413 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on FMA Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.