Keebeck Wealth Management’s Emerson Electric EMR Stock Holding History

Keebeck 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	$3.67M	Sell	28,036 -6,358	-18%	-$914K	0.41%	62
2025 Q4	$4.56M	Sell	34,394 -1,277	-4%	-$169K	0.53%	46
2025 Q3	$4.68M	Buy	35,671 +664	+2%	+$90.5K	0.55%	52
2025 Q2	$4.67M	Sell	35,007 -448	-1%	-$51.4K	0.61%	43
2025 Q1	$3.89M	Buy	35,455 +359	+1%	+$43.3K	0.57%	48
2024 Q4	$4.35M	Sell	35,096 -192	-0.5%	-$23.3K	0.63%	46
2024 Q3	$3.86M	Sell	35,288 -918	-3%	-$98.8K	0.56%	52
2024 Q2	$3.99M	Buy	36,206 +921	+3%	+$102K	0.59%	47
2024 Q1	$4M	Buy	+35,285	New	+$3.62M	0.59%	47
2020 Q3	–	Sell	-494	Closed	-$30K	–	235
2020 Q2	$30K	Buy	+494	New	+$28.1K	0.01%	257
2020 Q1	–	Sell	-9,920	Closed	-$756K	–	201
2019 Q4	$756K	Buy	+9,920	New	+$715K	0.24%	75

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

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

Keebeck Wealth Management reduced its Emerson Electric (EMR) stake by 18% in Q1 2026, selling an estimated $914K and leaving 28,036 shares worth $3.67M. The position accounts for 0.41% of the portfolio, ranked #62.

Keebeck Wealth Management first reported a position in EMR in Q4 2019 and has held it in 11 quarters since. The position peaked at $4.68M in Q3 2025. 2,193 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

Keebeck Wealth Management held 28,036 shares of Emerson Electric worth $3.67M as of Q1 2026.
Keebeck Wealth Management sold 6,358 Emerson Electric shares in Q1 2026, an estimated $914K.
Emerson Electric made up 0.41% of Keebeck Wealth Management's portfolio in Q1 2026, its #62 holding.
Keebeck Wealth Management first reported a position in Emerson Electric in Q4 2019 and has held it in 11 quarters since.
Keebeck Wealth Management's Emerson Electric position peaked at $4.68M in Q3 2025.
2,193 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

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