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JPL Wealth Management’s Emerson Electric EMR Stock Holding History

JPL 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
Q2 		$3.41M Sell
23,854
-230
-1% -$32.4K 0.68% 55
2026
Q1 		$3.16M Buy
24,084
+49
+0.2% +$7.05K 0.73% 54
2025
Q4 		$3.19M Sell
24,035
-1,070
-4% -$142K 0.78% 53
2025
Q3 		$3.29M Buy
25,105
+8
+0% +$1.09K 0.78% 55
2025
Q2 		$3.35M Buy
25,097
+558
+2% +$64K 0.9% 52
2025
Q1 		$2.69M Sell
24,539
-231
-0.9% -$27.8K 0.77% 60
2024
Q4 		$3.07M Buy
+24,770
New +$3M 0.88% 53
2024
Q2 		$1.88M Buy
17,030
+1,077
+7% +$119K 0.92% 53
2024
Q1 		$1.81M Buy
15,953
+2,913
+22% +$299K 1% 48
2023
Q4 		$1.27M Buy
+13,040
New +$1.19M 0.91% 54

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

JPL Wealth Management's EMR Position: Q2 2026 in Review

JPL Wealth Management reduced its Emerson Electric (EMR) stake by 0.95% in Q2 2026, selling an estimated $32.4K and leaving 23,854 shares worth $3.41M. The position accounts for 0.68% of the portfolio, ranked #55.

JPL Wealth Management first reported a position in EMR in Q4 2023 and has held it in 10 quarters since. 2,288 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • JPL Wealth Management held 23,854 shares of Emerson Electric worth $3.41M as of Q2 2026.
  • JPL Wealth Management sold 230 Emerson Electric shares in Q2 2026, an estimated $32.4K.
  • Emerson Electric made up 0.68% of JPL Wealth Management's portfolio in Q2 2026, its #55 holding.
  • JPL Wealth Management first reported a position in Emerson Electric in Q4 2023 and has held it in 10 quarters since.
  • 2,288 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.