Institute for Wealth Management’s Emerson Electric EMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $691K | Buy |
4,826
+312
| +7% | +$43.9K | 0.06% | 264 |
|
|
2026
Q1 | $591K | Sell |
4,514
-32
| -0.7% | -$4.6K | 0.06% | 286 |
|
|
2025
Q4 | $603K | Buy |
4,546
+71
| +2% | +$9.42K | 0.06% | 269 |
|
|
2025
Q3 | $587K | Sell |
4,475
-60
| -1% | -$8.18K | 0.06% | 291 |
|
|
2025
Q2 | $605K | Hold |
4,535
| – | – | 0.07% | 276 |
|
|
2025
Q1 | $497K | Sell |
4,535
-124
| -3% | -$14.9K | 0.06% | 290 |
|
|
2024
Q4 | $577K | Sell |
4,659
-160
| -3% | -$19.4K | 0.07% | 263 |
|
|
2024
Q3 | $527K | Sell |
4,819
-76
| -2% | -$8.18K | 0.07% | 289 |
|
|
2024
Q2 | $539K | Sell |
4,895
-2
| -0% | -$221 | 0.07% | 265 |
|
|
2024
Q1 | $555K | Sell |
4,897
-634
| -11% | -$65.1K | 0.07% | 269 |
|
|
2023
Q4 | $538K | Sell |
5,531
-23
| -0.4% | -$2.11K | 0.09% | 251 |
|
|
2023
Q3 | $536K | Sell |
5,554
-67
| -1% | -$6.38K | 0.1% | 247 |
|
|
2023
Q2 | $508K | Sell |
5,621
-67
| -1% | -$5.64K | 0.09% | 263 |
|
|
2023
Q1 | $496K | Hold |
5,688
| – | – | 0.09% | 262 |
|
|
2022
Q4 | $546K | Sell |
5,688
-105
| -2% | -$9.44K | 0.11% | 241 |
|
|
2022
Q3 | $424K | Sell |
5,793
-19
| -0.3% | -$1.58K | 0.1% | 270 |
|
|
2022
Q2 | $462K | Sell |
5,812
-16
| -0.3% | -$1.41K | 0.09% | 288 |
|
|
2022
Q1 | $571K | Sell |
5,828
-7
| -0.1% | -$663 | 0.09% | 268 |
|
|
2021
Q4 | $542K | Sell |
5,835
-87
| -1% | -$8.19K | 0.09% | 272 |
|
|
2021
Q3 | $558K | Sell |
5,922
-107
| -2% | -$10.7K | 0.1% | 252 |
|
|
2021
Q2 | $580K | Sell |
6,029
-470
| -7% | -$44.2K | 0.1% | 240 |
|
|
2021
Q1 | $586K | Sell |
6,499
-625
| -9% | -$53.8K | 0.11% | 229 |
|
|
2020
Q4 | $573K | Sell |
7,124
-329
| -4% | -$24.5K | 0.11% | 221 |
|
|
2020
Q3 | $489K | Sell |
7,453
-739
| -9% | -$48.7K | 0.11% | 228 |
|
|
2020
Q2 | $508K | Sell |
8,192
-253
| -3% | -$14.4K | 0.12% | 228 |
|
|
2020
Q1 | $402K | Sell |
8,445
-1,317
| -13% | -$86.7K | 0.12% | 228 |
|
|
2019
Q4 | $744K | Sell |
9,762
-330
| -3% | -$23.8K | 0.17% | 176 |
|
|
2019
Q3 | $675K | Sell |
10,092
-524
| -5% | -$32.9K | 0.17% | 178 |
|
|
2019
Q2 | $708K | Buy |
10,616
+3,129
| +42% | +$210K | 0.16% | 201 |
|
|
2019
Q1 | $513K | Buy |
+7,487
| New | +$492K | 0.11% | 238 |
|
|
2018
Q3 | – | Sell |
-14,169
| Closed | -$978K | – | 207 |
|
|
2018
Q2 | $978K | Buy |
14,169
+939
| +7% | +$66K | 0.31% | 111 |
|
|
2018
Q1 | $902K | Buy |
13,230
+3,283
| +33% | +$234K | 0.27% | 141 |
|
|
2017
Q4 | $705K | Buy |
+9,947
| New | +$645K | 0.16% | 181 |
|
|
2017
Q3 | – | Sell |
-8,169
| Closed | -$486K | – | 287 |
|
|
2017
Q2 | $486K | Buy |
+8,169
| New | +$484K | 0.13% | 231 |
|
Other funds holding EMR
Institute for Wealth Management's EMR Position: Q2 2026 in Review
Institute for Wealth Management increased its Emerson Electric (EMR) stake by 6.9% in Q2 2026, buying an estimated $43.9K and bringing the position to 4,826 shares worth $691K. The position accounts for 0.06% of the portfolio, ranked #264.
Institute for Wealth Management first reported a position in EMR in Q2 2017 and has held it in 34 quarters since. The position peaked at $978K in Q2 2018. 2,284 funds tracked by Wall St. Rank hold EMR as of Q2 2026.
- Institute for Wealth Management held 4,826 shares of Emerson Electric worth $691K as of Q2 2026.
- Institute for Wealth Management bought 312 Emerson Electric shares in Q2 2026, an estimated $43.9K.
- Emerson Electric made up 0.06% of Institute for Wealth Management's portfolio in Q2 2026, its #264 holding.
- Institute for Wealth Management first reported a position in Emerson Electric in Q2 2017 and has held it in 34 quarters since.
- Institute for Wealth Management's Emerson Electric position peaked at $978K in Q2 2018.
- 2,284 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.
Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.