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Journey Retirement Planning & Investment Management’s Emerson Electric EMR Stock Holding History

Journey Retirement Planning & Investment 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 		– Sell
-2,120
Closed -$282K – 166
2025
Q4 		$282K Buy
+2,120
New +$281K 0.06% 205

Other funds holding EMR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T 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 $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T 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

Journey Retirement Planning & Investment Management's EMR Position: Q1 2026 in Review

Journey Retirement Planning & Investment Management sold out of Emerson Electric (EMR) in Q1 2026, closing a stake of 2,120 shares — an estimated $282K sold.

Journey Retirement Planning & Investment Management first reported a position in EMR in Q4 2025 and held it in 1 quarter. The position peaked at $282K in Q4 2025. 2,203 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

  • Journey Retirement Planning & Investment Management reported no remaining Emerson Electric position as of Q1 2026 after selling out during the quarter.
  • Journey Retirement Planning & Investment Management sold 2,120 Emerson Electric shares in Q1 2026, an estimated $282K.
  • Journey Retirement Planning & Investment Management first reported a position in Emerson Electric in Q4 2025 and held it in 1 quarter.
  • Journey Retirement Planning & Investment Management's Emerson Electric position peaked at $282K in Q4 2025.
  • 2,203 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q1 2026, filed 15 May 2026.