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Lake Street Private Wealth’s Emerson Electric EMR Stock Holding History

Lake Street Private Wealth’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 		$493K Sell
3,444
-28
-0.8% -$3.94K 0.06% 179
2026
Q1 		$455K Sell
3,472
-182
-5% -$26.2K 0.06% 176
2025
Q4 		$485K Buy
3,654
+1
+0% +$133 0.06% 179
2025
Q3 		$479K Sell
3,653
-25
-0.7% -$3.41K 0.06% 173
2025
Q2 		$490K Buy
3,678
+28
+0.8% +$3.21K 0.07% 159
2025
Q1 		$400K Buy
3,650
+276
+8% +$33.3K 0.07% 168
2024
Q4 		$418K Sell
3,374
-857
-20% -$104K 0.07% 166
2024
Q3 		$463K Sell
4,231
-90
-2% -$9.68K 0.07% 168
2024
Q2 		$476K Sell
4,321
-91
-2% -$10.1K 0.06% 228
2024
Q1 		$500K Buy
4,412
+99
+2% +$10.2K 0.07% 223
2023
Q4 		$420K Buy
4,313
+578
+15% +$52.9K 0.07% 226
2023
Q3 		$362K Buy
3,735
+869
+30% +$82.8K 0.07% 208
2023
Q2 		$259K Buy
2,866
+491
+21% +$41.3K 0.05% 245
2023
Q1 		$207K Sell
2,375
-346
-13% -$30.2K 0.04% 265
2022
Q4 		$262K Sell
2,721
-275
-9% -$24.7K 0.05% 234
2022
Q3 		$219K Sell
2,996
-345
-10% -$28.7K 0.05% 248
2022
Q2 		$266K Buy
3,341
+590
+21% +$52K 0.06% 241
2022
Q1 		$270K Buy
2,751
+229
+9% +$21.7K 0.05% 267
2021
Q4 		$234K Buy
2,522
+1
+0% +$94 0.04% 292
2021
Q3 		$237K Buy
2,521
+306
+14% +$30.5K 0.06% 201
2021
Q2 		$215K Buy
+2,215
New +$208K 0.05% 198

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

Lake Street Private Wealth's EMR Position: Q2 2026 in Review

Lake Street Private Wealth reduced its Emerson Electric (EMR) stake by 0.81% in Q2 2026, selling an estimated $3.94K and leaving 3,444 shares worth $493K. The position accounts for 0.06% of the portfolio, ranked #179.

Lake Street Private Wealth first reported a position in EMR in Q2 2021 and has held it in 21 quarters since. The position peaked at $500K in Q1 2024. 2,284 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Lake Street Private Wealth held 3,444 shares of Emerson Electric worth $493K as of Q2 2026.
  • Lake Street Private Wealth sold 28 Emerson Electric shares in Q2 2026, an estimated $3.94K.
  • Emerson Electric made up 0.06% of Lake Street Private Wealth's portfolio in Q2 2026, its #179 holding.
  • Lake Street Private Wealth first reported a position in Emerson Electric in Q2 2021 and has held it in 21 quarters since.
  • Lake Street Private Wealth's Emerson Electric position peaked at $500K in Q1 2024.
  • 2,284 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Lake Street Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.