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Inlet Private Wealth’s Emerson Electric EMR Stock Holding History

Inlet Private Wealth’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 		$2.18M Sell
16,657
-3,150
-16% -$453K 0.56% 57
2025
Q4 		$2.63M Sell
19,807
-100
-0.5% -$13.3K 0.61% 52
2025
Q3 		$2.61M Buy
19,907
+8
+0% +$1.09K 0.59% 51
2025
Q2 		$2.65M Hold
19,899
– – 0.65% 49
2025
Q1 		$2.18M Hold
19,899
– – 0.57% 55
2024
Q4 		$2.47M Sell
19,899
-1,700
-8% -$206K 0.65% 52
2024
Q3 		$2.36M Sell
21,599
-500
-2% -$53.8K 0.6% 59
2024
Q2 		$2.43M Hold
22,099
– – 0.67% 47
2024
Q1 		$2.51M Sell
22,099
-50
-0.2% -$5.14K 0.7% 45
2023
Q4 		$2.16M Sell
22,149
-1,800
-8% -$165K 0.66% 51
2023
Q3 		$2.31M Sell
23,949
-3,059
-11% -$291K 0.76% 50
2023
Q2 		$2.44M Hold
27,008
– – 0.62% 54
2023
Q1 		$2.35M Sell
27,008
-1,199
-4% -$105K 0.61% 56
2022
Q4 		$2.71M Sell
28,207
-2,414
-8% -$217K 0.7% 50
2022
Q3 		$2.24M Buy
30,621
+24
+0.1% +$1.99K 0.67% 52
2022
Q2 		$2.43M Buy
30,597
+22
+0.1% +$1.94K 0.7% 48
2022
Q1 		$3M Buy
30,575
+20
+0.1% +$1.89K 0.75% 47
2021
Q4 		$2.84M Buy
30,555
+18
+0.1% +$1.7K 0.69% 49
2021
Q3 		$2.88M Hold
30,537
– – 0.77% 47
2021
Q2 		$2.94M Buy
30,537
+11
+0% +$1.03K 0.77% 49
2021
Q1 		$2.75M Buy
30,526
+12
+0% +$1.03K 0.79% 49
2020
Q4 		$2.45M Sell
30,514
-200
-0.7% -$14.9K 0.8% 47
2020
Q3 		$2.01M Buy
30,714
+500
+2% +$32.9K 0.78% 49
2020
Q2 		$1.87M Hold
30,214
– – 0.75% 46
2020
Q1 		$1.44M Sell
30,214
-67
-0.2% -$4.41K 0.67% 51
2019
Q4 		$2.31M Hold
30,281
– – 0.76% 42
2019
Q3 		$2.02M Hold
30,281
– – 0.75% 43
2019
Q2 		$1.99M Hold
30,281
– – 0.72% 45
2019
Q1 		$2.07M Buy
30,281
+13,316
+78% +$876K 0.83% 38
2018
Q4 		$1.01M Buy
+16,965
New +$1.14M 0.55% 50

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

Inlet Private Wealth's EMR Position: Q1 2026 in Review

Inlet Private Wealth reduced its Emerson Electric (EMR) stake by 16% in Q1 2026, selling an estimated $453K and leaving 16,657 shares worth $2.18M. The position accounts for 0.56% of the portfolio, ranked #57.

Inlet Private Wealth first reported a position in EMR in Q4 2018 and has held it in 30 quarters since. The position peaked at $3M in Q1 2022. 2,193 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

  • Inlet Private Wealth held 16,657 shares of Emerson Electric worth $2.18M as of Q1 2026.
  • Inlet Private Wealth sold 3,150 Emerson Electric shares in Q1 2026, an estimated $453K.
  • Emerson Electric made up 0.56% of Inlet Private Wealth's portfolio in Q1 2026, its #57 holding.
  • Inlet Private Wealth first reported a position in Emerson Electric in Q4 2018 and has held it in 30 quarters since.
  • Inlet Private Wealth's Emerson Electric position peaked at $3M in Q1 2022.
  • 2,193 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on Inlet Private Wealth's 13F filing for Q1 2026, filed 13 May 2026.