FWA
EMR icon

FSM Wealth Advisors’s Emerson Electric EMR Stock Holding History

FSM 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
Q2 		$312K Buy
2,179
+108
+5% +$15.2K 0.03% 257
2026
Q1 		$271K Buy
2,071
+4
+0.2% +$575 0.03% 251
2025
Q4 		$274K Sell
2,067
-348
-14% -$46.2K 0.04% 255
2025
Q3 		$317K Buy
2,415
+180
+8% +$24.5K 0.04% 231
2025
Q2 		$309K Buy
2,235
+140
+7% +$16.1K 0.05% 215
2025
Q1 		$230K Buy
2,095
+52
+3% +$6.27K 0.05% 190
2024
Q4 		$252K Buy
2,043
+1
+0% +$121 0.06% 154
2024
Q3 		$223K Buy
+2,042
New +$220K 0.06% 170

Other funds holding EMR

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

FSM Wealth Advisors's EMR Position: Q2 2026 in Review

FSM Wealth Advisors increased its Emerson Electric (EMR) stake by 5.2% in Q2 2026, buying an estimated $15.2K and bringing the position to 2,179 shares worth $312K. The position accounts for 0.03% of the portfolio, ranked #257.

FSM Wealth Advisors first reported a position in EMR in Q3 2024 and has held it in 8 quarters since. The position peaked at $317K in Q3 2025. 1,214 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • FSM Wealth Advisors held 2,179 shares of Emerson Electric worth $312K as of Q2 2026.
  • FSM Wealth Advisors bought 108 Emerson Electric shares in Q2 2026, an estimated $15.2K.
  • Emerson Electric made up 0.03% of FSM Wealth Advisors's portfolio in Q2 2026, its #257 holding.
  • FSM Wealth Advisors first reported a position in Emerson Electric in Q3 2024 and has held it in 8 quarters since.
  • FSM Wealth Advisors's Emerson Electric position peaked at $317K in Q3 2025.
  • 1,214 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.