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BFC Planning, Inc.’s Emerson Electric EMR Stock Holding History

BFC Planning, Inc.’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 		$3.2M Sell
22,375
-215
-1% -$30.3K 0.13% 167
2026
Q1 		$2.96M Sell
22,590
-398
-2% -$57.2K 0.13% 157
2025
Q4 		$3.05M Buy
22,988
+15,124
+192% +$2.01M 0.13% 152
2025
Q3 		$1.03M Sell
7,864
-131
-2% -$17.9K 0.07% 228
2025
Q2 		$1.07M Buy
7,995
+52
+0.7% +$5.97K 0.08% 211
2025
Q1 		$871K Buy
7,943
+38
+0.5% +$4.58K 0.08% 226
2024
Q4 		$980K Buy
+7,905
New +$959K 0.08% 207

Other funds holding EMR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

BFC Planning, Inc.'s EMR Position: Q2 2026 in Review

BFC Planning, Inc. reduced its Emerson Electric (EMR) stake by 0.95% in Q2 2026, selling an estimated $30.3K and leaving 22,375 shares worth $3.2M. The position accounts for 0.13% of the portfolio, ranked #167.

BFC Planning, Inc. first reported a position in EMR in Q4 2024 and has held it in 7 quarters since. 2,304 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • BFC Planning, Inc. held 22,375 shares of Emerson Electric worth $3.2M as of Q2 2026.
  • BFC Planning, Inc. sold 215 Emerson Electric shares in Q2 2026, an estimated $30.3K.
  • Emerson Electric made up 0.13% of BFC Planning, Inc.'s portfolio in Q2 2026, its #167 holding.
  • BFC Planning, Inc. first reported a position in Emerson Electric in Q4 2024 and has held it in 7 quarters since.
  • 2,304 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.