Jeppson Wealth Management
EMR icon

Jeppson Wealth Management’s Emerson Electric EMR Stock Holding History

Jeppson 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
2026
Q3 		$790K Sell
5,091
-6
-0.1% -$903 0.23% 98
2026
Q2 		$730K Sell
5,097
-102
-2% -$14.4K 0.22% 104
2026
Q1 		$681K Sell
5,199
-25
-0.5% -$3.6K 0.21% 102
2025
Q4 		$693K Buy
5,224
+4
+0.1% +$531 0.22% 96
2025
Q3 		$685K Sell
5,220
-70
-1% -$9.5K 0.22% 97
2025
Q2 		$705K Buy
5,290
+57
+1% +$6.54K 0.24% 92
2025
Q1 		$574K Sell
5,233
-12
-0.2% -$1.45K 0.21% 108
2024
Q4 		$650K Buy
5,245
+8
+0.2% +$970 0.24% 96
2024
Q3 		$573K Sell
5,237
-35
-0.7% -$3.77K 0.21% 112
2024
Q2 		$581K Sell
5,272
-10
-0.2% -$1.11K 0.22% 102
2024
Q1 		$599K Sell
5,282
-50
-0.9% -$5.14K 0.23% 103
2023
Q4 		$519K Sell
5,332
-103
-2% -$9.43K 0.21% 106
2023
Q3 		$525K Buy
5,435
+10
+0.2% +$952 0.24% 105
2023
Q2 		$490K Buy
5,425
+384
+8% +$32.3K 0.21% 112
2023
Q1 		$439K Buy
5,041
+870
+21% +$76K 0.19% 116
2022
Q4 		$401K Sell
4,171
-282
-6% -$25.4K 0.17% 121
2022
Q3 		$326K Sell
4,453
-564
-11% -$46.8K 0.15% 128
2022
Q2 		$399K Buy
5,017
+2,678
+114% +$236K 0.17% 113
2022
Q1 		$229K Buy
+2,339
New +$221K 0.11% 154
2020
Q4 		– Sell
-1,210
Closed -$79K – 220
2020
Q3 		$79K Buy
+1,210
New +$79.7K 0.06% 185

Other funds holding EMR

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return

Jeppson Wealth Management's EMR Position: Q3 2026 in Review

Jeppson Wealth Management reduced its Emerson Electric (EMR) stake by 0.12% in Q3 2026, selling an estimated $903 and leaving 5,091 shares worth $790K. The position accounts for 0.23% of the portfolio, ranked #98.

Jeppson Wealth Management first reported a position in EMR in Q3 2020 and has held it in 20 quarters since. 1,026 funds tracked by Wall St. Rank hold EMR as of Q3 2026.

  • Jeppson Wealth Management held 5,091 shares of Emerson Electric worth $790K as of Q3 2026.
  • Jeppson Wealth Management sold 6 Emerson Electric shares in Q3 2026, an estimated $903.
  • Emerson Electric made up 0.23% of Jeppson Wealth Management's portfolio in Q3 2026, its #98 holding.
  • Jeppson Wealth Management first reported a position in Emerson Electric in Q3 2020 and has held it in 20 quarters since.
  • 1,026 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2026.

Based on Jeppson Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.