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JFS Wealth Advisors’s Emerson Electric EMR Stock Holding History

JFS Wealth Advisors’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
Q2 		$168K Buy
1,172
+18
+2% +$2.53K 0.01% 359
2026
Q1 		$151K Sell
1,154
-190
-14% -$27.3K 0.01% 360
2025
Q4 		$178K Buy
1,344
+262
+24% +$34.8K 0.01% 332
2025
Q3 		$142K Hold
1,082
– – 0.01% 364
2025
Q2 		$144K Sell
1,082
-1,342
-55% -$154K 0.01% 328
2025
Q1 		$266K Sell
2,424
-49
-2% -$5.91K 0.02% 273
2024
Q4 		$306K Buy
2,473
+109
+5% +$13.2K 0.02% 249
2024
Q3 		$259K Buy
2,364
+4
+0.2% +$430 0.02% 261
2024
Q2 		$260K Sell
2,360
-3
-0.1% -$332 0.02% 214
2024
Q1 		$268K Sell
2,363
-17
-0.7% -$1.75K 0.02% 213
2023
Q4 		$232K Buy
2,380
+8
+0.3% +$733 0.02% 217
2023
Q3 		$229K Buy
2,372
+28
+1% +$2.67K 0.02% 211
2023
Q2 		$212K Sell
2,344
-8
-0.3% -$673 0.02% 211
2023
Q1 		$205K Sell
2,352
-73
-3% -$6.38K 0.02% 214
2022
Q4 		$233K Sell
2,425
-15
-0.6% -$1.35K 0.02% 203
2022
Q3 		$179K Sell
2,440
-157
-6% -$13K 0.02% 226
2022
Q2 		$207K Sell
2,597
-10
-0.4% -$882 0.02% 206
2022
Q1 		$256K Sell
2,607
-236
-8% -$22.3K 0.02% 206
2021
Q4 		$264K Buy
2,843
+48
+2% +$4.52K 0.02% 205
2021
Q3 		$263K Buy
2,795
+800
+40% +$79.8K 0.03% 197
2021
Q2 		$192K Buy
1,995
+283
+17% +$26.6K 0.03% 168
2021
Q1 		$154K Sell
1,712
-216
-11% -$18.6K 0.03% 161
2020
Q4 		$155K Hold
1,928
– – 0.03% 154
2020
Q3 		$126K Hold
1,928
– – 0.03% 162
2020
Q2 		$120K Hold
1,928
– – 0.03% 164
2020
Q1 		$92K Hold
1,928
– – 0.03% 178
2019
Q4 		$147K Hold
1,928
– – 0.04% 160
2019
Q3 		$129K Hold
1,928
– – 0.03% 166
2019
Q2 		$129K Hold
1,928
– – 0.03% 165
2019
Q1 		$132K Hold
1,928
– – 0.03% 163
2018
Q4 		$115K Hold
1,928
– – 0.03% 163
2018
Q3 		$148K Hold
1,928
– – 0.04% 162
2018
Q2 		$133K Buy
1,928
+107
+6% +$7.52K 0.04% 166
2018
Q1 		$124K Hold
1,821
– – 0.03% 179
2017
Q4 		$127K Hold
1,821
– – 0.03% 184
2017
Q3 		$114K Sell
1,821
-59
-3% -$3.56K 0.03% 180
2017
Q2 		$112K Hold
1,880
– – 0.03% 166
2017
Q1 		$105K Hold
1,880
– – 0.03% 169
2016
Q4 		$105K Hold
1,880
– – 0.03% 169
2016
Q3 		$102K Hold
1,880
– – 0.03% 175
2016
Q2 		$98K Sell
1,880
-12
-0.6% -$637 0.03% 207
2016
Q1 		$103K Buy
1,892
+12
+0.6% +$579 0.03% 172
2015
Q4 		$90K Hold
1,880
– – 0.03% 186
2015
Q3 		$83K Buy
1,880
+570
+44% +$28K 0.04% 167
2015
Q2 		$73K Hold
1,310
– – 0.04% 147
2015
Q1 		$74K Hold
1,310
– – 0.03% 147
2014
Q4 		$81K Sell
1,310
-127
-9% -$7.96K 0.01% 140
2014
Q3 		$90K Sell
1,437
-3
-0.2% -$195 0.02% 133
2014
Q2 		$96K Buy
+1,440
New +$96.8K 0.02% 130

Other funds holding EMR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

JFS Wealth Advisors's EMR Position: Q2 2026 in Review

JFS Wealth Advisors increased its Emerson Electric (EMR) stake by 1.6% in Q2 2026, buying an estimated $2.53K and bringing the position to 1,172 shares worth $168K. The position accounts for 0.01% of the portfolio, ranked #359.

JFS Wealth Advisors first reported a position in EMR in Q2 2014 and has held it in 49 quarters since. The position peaked at $306K in Q4 2024. 2,284 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • JFS Wealth Advisors held 1,172 shares of Emerson Electric worth $168K as of Q2 2026.
  • JFS Wealth Advisors bought 18 Emerson Electric shares in Q2 2026, an estimated $2.53K.
  • Emerson Electric made up 0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #359 holding.
  • JFS Wealth Advisors first reported a position in Emerson Electric in Q2 2014 and has held it in 49 quarters since.
  • JFS Wealth Advisors's Emerson Electric position peaked at $306K in Q4 2024.
  • 2,284 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.