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Guardian Wealth Advisors (North Carolina)’s Emerson Electric EMR Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		$556K Sell
4,242
-42
-1% -$6.04K 0.04% 204
2025
Q4 		$569K Buy
4,284
+24
+0.6% +$3.18K 0.04% 205
2025
Q3 		$559K Sell
4,260
-1,002
-19% -$137K 0.04% 194
2025
Q2 		$702K Buy
5,262
+89
+2% +$10.2K 0.05% 169
2025
Q1 		$567K Buy
5,173
+3
+0.1% +$362 0.05% 167
2024
Q4 		$641K Buy
5,170
+64
+1% +$7.76K 0.05% 166
2024
Q3 		$558K Sell
5,106
-39
-0.8% -$4.2K 0.06% 152
2024
Q2 		$567K Hold
5,145
– – 0.07% 138
2024
Q1 		$584K Buy
5,145
+1,089
+27% +$112K 0.07% 137
2023
Q4 		$395K Sell
4,056
-97
-2% -$8.88K 0.06% 164
2023
Q3 		$401K Sell
4,153
-53
-1% -$5.05K 0.07% 145
2023
Q2 		$380K Buy
4,206
+118
+3% +$9.93K 0.07% 151
2023
Q1 		$356K Buy
4,088
+46
+1% +$4.02K 0.06% 151
2022
Q4 		$388K Sell
4,042
-40
-1% -$3.6K 0.07% 133
2022
Q3 		$299K Sell
4,082
-196
-5% -$16.3K 0.06% 148
2022
Q2 		$340K Buy
4,278
+1,721
+67% +$152K 0.06% 134
2022
Q1 		$251K Sell
2,557
-663
-21% -$62.8K 0.11% 142
2021
Q4 		$299K Buy
+3,220
New +$303K 0.13% 120

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

Guardian Wealth Advisors (North Carolina)'s EMR Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) reduced its Emerson Electric (EMR) stake by 0.98% in Q1 2026, selling an estimated $6.04K and leaving 4,242 shares worth $556K. The position accounts for 0.04% of the portfolio, ranked #204.

Guardian Wealth Advisors (North Carolina) first reported a position in EMR in Q4 2021 and has held it in 18 quarters since. The position peaked at $702K in Q2 2025. 2,194 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

  • Guardian Wealth Advisors (North Carolina) held 4,242 shares of Emerson Electric worth $556K as of Q1 2026.
  • Guardian Wealth Advisors (North Carolina) sold 42 Emerson Electric shares in Q1 2026, an estimated $6.04K.
  • Emerson Electric made up 0.04% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #204 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Emerson Electric in Q4 2021 and has held it in 18 quarters since.
  • Guardian Wealth Advisors (North Carolina)'s Emerson Electric position peaked at $702K in Q2 2025.
  • 2,194 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.