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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

JPL Wealth Management increased its Emerson Electric (EMR) stake by 0.2% in Q1 2026, buying an estimated $7.05K and bringing the position to 24,084 shares worth $3.16M. The position accounts for 0.73% of the portfolio, ranked #54.

JPL Wealth Management first reported a position in EMR in Q4 2023 and has held it in 9 quarters since. The position peaked at $3.35M in Q2 2025. 2,193 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

JPL Wealth Management held 24,084 shares of Emerson Electric worth $3.16M as of Q1 2026.
JPL Wealth Management bought 49 Emerson Electric shares in Q1 2026, an estimated $7.05K.
Emerson Electric made up 0.73% of JPL Wealth Management's portfolio in Q1 2026, its #54 holding.
JPL Wealth Management first reported a position in Emerson Electric in Q4 2023 and has held it in 9 quarters since.
JPL Wealth Management's Emerson Electric position peaked at $3.35M in Q2 2025.
2,193 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.