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Hurlow Wealth Management Group’s Emerson Electric EMR Stock Holding History

Hurlow Wealth Management Group’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 		$392K Buy
2,993
+1
+0% +$144 0.09% 70
2025
Q4 		$397K Sell
2,992
-325
-10% -$43.1K 0.1% 69
2025
Q3 		$435K Sell
3,317
-2,000
-38% -$273K 0.11% 64
2025
Q2 		$709K Sell
5,317
-1
-0% -$115 0.2% 47
2025
Q1 		$583K Buy
5,318
+2
+0% +$241 0.18% 50
2024
Q4 		$659K Sell
5,316
-402
-7% -$48.8K 0.21% 47
2024
Q3 		$625K Sell
5,718
-205
-3% -$22.1K 0.2% 53
2024
Q2 		$652K Sell
5,923
-148
-2% -$16.4K 0.22% 45
2024
Q1 		$689K Hold
6,071
– – 0.24% 45
2023
Q4 		$591K Hold
6,071
– – 0.22% 51
2023
Q3 		$586K Sell
6,071
-196
-3% -$18.7K 0.26% 47
2023
Q2 		$566K Sell
6,267
-4
-0.1% -$337 0.24% 51
2023
Q1 		$546K Sell
6,271
-38
-0.6% -$3.32K 0.25% 50
2022
Q4 		$606K Buy
6,309
+18
+0.3% +$1.62K 0.32% 48
2022
Q3 		$461K Sell
6,291
-75
-1% -$6.23K 0.27% 50
2022
Q2 		$506K Hold
6,366
– – 0.29% 47
2022
Q1 		$624K Buy
6,366
+206
+3% +$19.5K 0.38% 40
2021
Q4 		$489K Sell
6,160
-206
-3% -$19.4K 0.38% 48
2021
Q3 		$600K Hold
6,366
– – 0.36% 40
2021
Q2 		$613K Buy
6,366
+206
+3% +$19.4K 0.4% 38
2021
Q1 		$556K Buy
6,160
+450
+8% +$38.7K 0.4% 43
2020
Q4 		$459K Hold
5,710
– – 0.36% 49
2020
Q3 		$374K Hold
5,710
– – 0.34% 53
2020
Q2 		$347K Hold
5,710
– – 0.33% 57
2020
Q1 		$274K Sell
5,710
-662
-10% -$43.6K 0.29% 69
2019
Q4 		$486K Hold
6,372
– – 0.48% 46
2019
Q3 		$428K Sell
6,372
-195
-3% -$12.3K 0.45% 49
2019
Q2 		$433K Sell
6,567
-84
-1% -$5.63K 0.46% 48
2019
Q1 		$472K Sell
6,651
-162
-2% -$10.7K 0.51% 43
2018
Q4 		$425K Buy
+6,813
New +$459K 0.51% 41

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

Hurlow Wealth Management Group's EMR Position: Q1 2026 in Review

Hurlow Wealth Management Group increased its Emerson Electric (EMR) stake by 0.03% in Q1 2026, buying an estimated $144 and bringing the position to 2,993 shares worth $392K. The position accounts for 0.09% of the portfolio, ranked #70.

Hurlow Wealth Management Group first reported a position in EMR in Q4 2018 and has held it in 30 quarters since. The position peaked at $709K in Q2 2025. 2,193 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

  • Hurlow Wealth Management Group held 2,993 shares of Emerson Electric worth $392K as of Q1 2026.
  • Hurlow Wealth Management Group bought 1 Emerson Electric share in Q1 2026, an estimated $144.
  • Emerson Electric made up 0.09% of Hurlow Wealth Management Group's portfolio in Q1 2026, its #70 holding.
  • Hurlow Wealth Management Group first reported a position in Emerson Electric in Q4 2018 and has held it in 30 quarters since.
  • Hurlow Wealth Management Group's Emerson Electric position peaked at $709K in Q2 2025.
  • 2,193 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on Hurlow Wealth Management Group's 13F filing for Q1 2026, filed 22 Apr 2026.