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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
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% -$9.54K 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

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

Jeppson Wealth Management's EMR Position: Q1 2026 in Review

Jeppson Wealth Management reduced its Emerson Electric (EMR) stake by 0.48% in Q1 2026, selling an estimated $3.6K and leaving 5,199 shares worth $681K. The position accounts for 0.21% of the portfolio, ranked #102.

Jeppson Wealth Management first reported a position in EMR in Q3 2020 and has held it in 18 quarters since. The position peaked at $705K in Q2 2025. 2,193 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

  • Jeppson Wealth Management held 5,199 shares of Emerson Electric worth $681K as of Q1 2026.
  • Jeppson Wealth Management sold 25 Emerson Electric shares in Q1 2026, an estimated $3.6K.
  • Emerson Electric made up 0.21% of Jeppson Wealth Management's portfolio in Q1 2026, its #102 holding.
  • Jeppson Wealth Management first reported a position in Emerson Electric in Q3 2020 and has held it in 18 quarters since.
  • Jeppson Wealth Management's Emerson Electric position peaked at $705K in Q2 2025.
  • 2,193 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on Jeppson Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.