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Laidlaw Wealth Management’s Emerson Electric EMR Stock Holding History

Laidlaw 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
2025
Q1 		– Sell
-3,613
Closed -$448K – 77
2024
Q4 		$448K Buy
+3,613
New +$438K 0.2% 119
2023
Q3 		– Sell
-2,754
Closed -$249K – 295
2023
Q2 		$249K Sell
2,754
-97
-3% -$8.16K 0.05% 293
2023
Q1 		$248K Hold
2,851
– – 0.05% 291
2022
Q4 		$274K Sell
2,851
-171
-6% -$15.4K 0.06% 280
2022
Q3 		$221K Buy
3,022
+121
+4% +$10K 0.05% 282
2022
Q2 		$231K Sell
2,901
-92
-3% -$8.11K 0.05% 318
2022
Q1 		$293K Sell
2,993
-625
-17% -$59.2K 0.05% 305
2021
Q4 		$336K Buy
+3,618
New +$341K 0.05% 286
2021
Q1 		– Sell
-14,037
Closed -$1.13M – 261
2020
Q4 		$1.13M Buy
14,037
+2,264
+19% +$168K 0.24% 115
2020
Q3 		$772K Sell
11,773
-449
-4% -$29.6K 0.34% 81
2020
Q2 		$758K Buy
12,222
+403
+3% +$22.9K 0.4% 73
2020
Q1 		$563K Sell
11,819
-1,775
-13% -$117K 0.37% 80
2019
Q4 		$1.04M Buy
+13,594
New +$980K 0.66% 58

Other funds holding EMR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Laidlaw Wealth Management's EMR Position: Q1 2025 in Review

Laidlaw Wealth Management sold out of Emerson Electric (EMR) in Q1 2025, closing a stake of 3,613 shares — an estimated $448K sold.

Laidlaw Wealth Management first reported a position in EMR in Q4 2019 and held it in 13 quarters. The position peaked at $1.13M in Q4 2020. 2,069 funds tracked by Wall St. Rank hold EMR as of Q1 2025.

  • Laidlaw Wealth Management reported no remaining Emerson Electric position as of Q1 2025 after selling out during the quarter.
  • Laidlaw Wealth Management sold 3,613 Emerson Electric shares in Q1 2025, an estimated $448K.
  • Laidlaw Wealth Management first reported a position in Emerson Electric in Q4 2019 and held it in 13 quarters.
  • Laidlaw Wealth Management's Emerson Electric position peaked at $1.13M in Q4 2020.
  • 2,069 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2025.

Based on Laidlaw Wealth Management's 13F filing for Q1 2025, filed 16 May 2025.