Iron Horse Wealth Management’s Emerson Electric EMR Stock Holding History

Iron Horse 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
2025 Q2	$28.7K	Hold	215	–	–	0.01%	186
2025 Q1	$23.6K	Hold	215	–	–	0.01%	182
2024 Q4	$26.6K	Buy	215 +45	+26%	+$5.46K	0.01%	157
2024 Q3	$18.6K	Buy	170 +45	+36%	+$4.84K	0.01%	188
2024 Q2	$13.8K	Hold	125	–	–	0.01%	193
2024 Q1	$14.2K	Buy	125 +45	+56%	+$4.62K	0.01%	170
2023 Q4	$7.79K	Buy	+80	New	+$7.33K	﹤0.01%	217
2022 Q3	–	Sell	-2	Closed	–	–	183
2022 Q2	$0	Buy	+2	New	+$176	﹤0.01%	264

Other funds holding EMR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Iron Horse Wealth Management's EMR Position: Q2 2025 in Review

Iron Horse Wealth Management held its Emerson Electric (EMR) position steady in Q2 2025 at 215 shares worth $28.7K. The position accounts for 0.01% of the portfolio, ranked #186.

Iron Horse Wealth Management first reported a position in EMR in Q2 2022 and has held it in 8 quarters since. 2,135 funds tracked by Wall St. Rank hold EMR as of Q2 2025.

Iron Horse Wealth Management held 215 shares of Emerson Electric worth $28.7K as of Q2 2025.
Iron Horse Wealth Management left its Emerson Electric share count unchanged in Q2 2025.
Emerson Electric made up 0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #186 holding.
Iron Horse Wealth Management first reported a position in Emerson Electric in Q2 2022 and has held it in 8 quarters since.
2,135 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.