HWM
EMR icon

HB Wealth Management’s Emerson Electric EMR Stock Holding History

HB 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 		$4.29M Buy
30,002
+130
+0.4% +$18.3K 0.02% 304
2026
Q1 		$3.91M Buy
29,872
+1,761
+6% +$253K 0.03% 297
2025
Q4 		$3.73M Buy
28,111
+2,017
+8% +$268K 0.02% 296
2025
Q3 		$3.42M Buy
26,094
+3,119
+14% +$425K 0.02% 308
2025
Q2 		$3.06M Sell
22,975
-2,996
-12% -$344K 0.02% 293
2025
Q1 		$2.85M Sell
25,971
-3,403
-12% -$410K 0.02% 311
2024
Q4 		$3.64M Buy
29,374
+3,636
+14% +$441K 0.04% 199
2024
Q3 		$2.82M Sell
25,738
-3,226
-11% -$347K 0.03% 229
2024
Q2 		$3.19M Sell
28,964
-2,485
-8% -$275K 0.04% 197
2024
Q1 		$3.57M Sell
31,449
-25,101
-44% -$2.58M 0.04% 178
2023
Q4 		$5.5M Sell
56,550
-72
-0.1% -$6.59K 0.08% 129
2023
Q3 		$5.47M Buy
56,622
+1,953
+4% +$186K 0.09% 117
2023
Q2 		$4.94M Buy
54,669
+2,243
+4% +$189K 0.08% 126
2023
Q1 		$4.57M Sell
52,426
-34
-0.1% -$2.97K 0.08% 125
2022
Q4 		$5.04M Buy
52,460
+4,302
+9% +$387K 0.09% 110
2022
Q3 		$3.53M Buy
48,158
+4,035
+9% +$335K 0.08% 128
2022
Q2 		$3.51M Buy
44,123
+5,430
+14% +$479K 0.07% 131
2022
Q1 		$3.79M Buy
38,693
+10,289
+36% +$974K 0.07% 126
2021
Q4 		$2.64M Buy
+28,404
New +$2.67M 0.05% 139

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 $3.37T AUM 44.26% 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

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

HB Wealth Management increased its Emerson Electric (EMR) stake by 0.44% in Q2 2026, buying an estimated $18.3K and bringing the position to 30,002 shares worth $4.29M. The position accounts for 0.02% of the portfolio, ranked #304.

HB Wealth Management first reported a position in EMR in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.5M in Q4 2023. 2,284 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • HB Wealth Management held 30,002 shares of Emerson Electric worth $4.29M as of Q2 2026.
  • HB Wealth Management bought 130 Emerson Electric shares in Q2 2026, an estimated $18.3K.
  • Emerson Electric made up 0.02% of HB Wealth Management's portfolio in Q2 2026, its #304 holding.
  • HB Wealth Management first reported a position in Emerson Electric in Q4 2021 and has held it in 19 quarters since.
  • HB Wealth Management's Emerson Electric position peaked at $5.5M in Q4 2023.
  • 2,284 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.