IAG Wealth Partners’s Emerson Electric EMR Stock Holding History

IAG Wealth Partners’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	$23.1K	Buy	176 +6	+4%	+$863	﹤0.01%	291
2025 Q4	$22.6K	Buy	170 +40	+31%	+$5.31K	﹤0.01%	278
2025 Q3	$17.1K	Buy	130 +5	+4%	+$682	﹤0.01%	321
2025 Q2	$16.7K	Hold	125	–	–	﹤0.01%	297
2025 Q1	$13.7K	Hold	125	–	–	﹤0.01%	307
2024 Q4	$15.5K	Buy	+125	New	+$15.2K	﹤0.01%	300
2022 Q4	–	Sell	-200	Closed	-$15K	–	456
2022 Q3	$15K	Hold	200	–	–	0.01%	231
2022 Q2	$16K	Hold	200	–	–	0.01%	224
2022 Q1	$20K	Hold	200	–	–	0.01%	222
2021 Q4	$19K	Hold	200	–	–	0.01%	230
2021 Q3	$19K	Hold	200	–	–	0.01%	202
2021 Q2	$20K	Hold	200	–	–	0.01%	193
2021 Q1	$19K	Hold	200	–	–	0.01%	188
2020 Q4	$17K	Hold	200	–	–	0.01%	181
2020 Q3	$14K	Hold	200	–	–	0.01%	188
2020 Q2	$13K	Hold	200	–	–	0.01%	191
2020 Q1	$10K	Hold	200	–	–	0.01%	202
2019 Q4	$16K	Buy	+200	New	+$14.4K	0.01%	194

Other funds holding EMR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

IAG Wealth Partners's EMR Position: Q1 2026 in Review

IAG Wealth Partners increased its Emerson Electric (EMR) stake by 3.5% in Q1 2026, buying an estimated $863 and bringing the position to 176 shares worth $23.1K. The position accounts for ﹤0.01% of the portfolio, ranked #291.

IAG Wealth Partners first reported a position in EMR in Q4 2019 and has held it in 18 quarters since. 2,193 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

IAG Wealth Partners held 176 shares of Emerson Electric worth $23.1K as of Q1 2026.
IAG Wealth Partners bought 6 Emerson Electric shares in Q1 2026, an estimated $863.
Emerson Electric made up ﹤0.01% of IAG Wealth Partners's portfolio in Q1 2026, its #291 holding.
IAG Wealth Partners first reported a position in Emerson Electric in Q4 2019 and has held it in 18 quarters since.
2,193 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.