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Forvis Mazars Wealth Advisors’s Emerson Electric EMR Stock Holding History

Forvis Mazars 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 		$1.58M Buy
12,081
+46
+0.4% +$6.62K 0.03% 170
2025
Q4 		$1.6M Sell
12,035
-381
-3% -$50.5K 0.03% 170
2025
Q3 		$1.63M Sell
12,416
-389
-3% -$53K 0.03% 169
2025
Q2 		$1.71M Sell
12,805
-15
-0.1% -$1.72K 0.04% 169
2025
Q1 		$1.41M Buy
12,820
+137
+1% +$16.5K 0.03% 178
2024
Q4 		$1.57M Sell
12,683
-56
-0.4% -$6.79K 0.04% 179
2024
Q3 		$1.39M Sell
12,739
-63
-0.5% -$6.78K 0.03% 191
2024
Q2 		$1.41M Sell
12,802
-9,114
-42% -$1.01M 0.04% 185
2024
Q1 		$2.49M Buy
21,916
+9,760
+80% +$1M 0.06% 144
2023
Q4 		$1.18M Buy
12,156
+75
+0.6% +$6.87K 0.03% 190
2023
Q3 		$1.17M Buy
12,081
+125
+1% +$11.9K 0.04% 192
2023
Q2 		$1.08M Buy
11,956
+246
+2% +$20.7K 0.03% 209
2023
Q1 		$1.02M Sell
11,710
-67
-0.6% -$5.86K 0.03% 203
2022
Q4 		$1.13M Sell
11,777
-104
-0.9% -$9.35K 0.04% 188
2022
Q3 		$869K Sell
11,881
-701
-6% -$58.2K 0.04% 205
2022
Q2 		$1M Buy
12,582
+256
+2% +$22.6K 0.04% 186
2022
Q1 		$1.21M Buy
12,326
+749
+6% +$70.9K 0.05% 137
2021
Q4 		$1.08M Buy
11,577
+28
+0.2% +$2.64K 0.05% 136
2021
Q3 		$1.09M Buy
11,549
+5,333
+86% +$532K 0.05% 129
2021
Q2 		$598K Buy
6,216
+95
+2% +$8.93K 0.03% 160
2021
Q1 		$552K Sell
6,121
-1,513
-20% -$130K 0.03% 167
2020
Q4 		$614K Buy
7,634
+1,376
+22% +$102K 0.03% 193
2020
Q3 		$410K Sell
6,258
-40
-0.6% -$2.63K 0.02% 227
2020
Q2 		$391K Sell
6,298
-454
-7% -$25.8K 0.03% 222
2020
Q1 		$322K Sell
6,752
-1,363
-17% -$89.7K 0.03% 219
2019
Q4 		$619K Buy
8,115
+1,196
+17% +$86.2K 0.04% 164
2019
Q3 		$463K Buy
6,919
+1,053
+18% +$66.2K 0.04% 179
2019
Q2 		$391K Sell
5,866
-13,287
-69% -$890K 0.03% 194
2019
Q1 		$1.31M Buy
19,153
+13,088
+216% +$861K 0.11% 98
2018
Q4 		$362K Sell
6,065
-1,609
-21% -$109K 0.04% 163
2018
Q3 		$588K Buy
7,674
+2,005
+35% +$148K 0.05% 133
2018
Q2 		$392K Buy
5,669
+1,362
+32% +$95.7K 0.04% 172
2018
Q1 		$294K Buy
4,307
+353
+9% +$25.1K 0.03% 196
2017
Q4 		$276K Sell
3,954
-114
-3% -$7.39K 0.03% 211
2017
Q3 		$256K Buy
4,068
+343
+9% +$20.7K 0.03% 200
2017
Q2 		$222K Buy
+3,725
New +$221K 0.03% 208
2014
Q2 		– Sell
-3,327
Closed -$221K – 146
2014
Q1 		$221K Sell
3,327
-567
-15% -$37.3K 0.04% 149
2013
Q4 		$273K Buy
3,894
+739
+23% +$49.4K 0.05% 131
2013
Q3 		$204K Buy
+3,155
New +$193K 0.04% 142

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

Forvis Mazars Wealth Advisors's EMR Position: Q1 2026 in Review

Forvis Mazars Wealth Advisors increased its Emerson Electric (EMR) stake by 0.38% in Q1 2026, buying an estimated $6.62K and bringing the position to 12,081 shares worth $1.58M. The position accounts for 0.03% of the portfolio, ranked #170.

Forvis Mazars Wealth Advisors first reported a position in EMR in Q3 2013 and has held it in 39 quarters since. The position peaked at $2.49M in Q1 2024. 2,193 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

  • Forvis Mazars Wealth Advisors held 12,081 shares of Emerson Electric worth $1.58M as of Q1 2026.
  • Forvis Mazars Wealth Advisors bought 46 Emerson Electric shares in Q1 2026, an estimated $6.62K.
  • Emerson Electric made up 0.03% of Forvis Mazars Wealth Advisors's portfolio in Q1 2026, its #170 holding.
  • Forvis Mazars Wealth Advisors first reported a position in Emerson Electric in Q3 2013 and has held it in 39 quarters since.
  • Forvis Mazars Wealth Advisors's Emerson Electric position peaked at $2.49M in Q1 2024.
  • 2,193 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.