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Larry Mathis Financial Planning’s Emerson Electric EMR Stock Holding History

Larry Mathis Financial Planning’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 		$484K Sell
3,383
-6
-0.2% -$845 0.37% 70
2026
Q1 		$444K Sell
3,389
-57
-2% -$8.2K 0.4% 60
2025
Q4 		$457K Buy
+3,446
New +$457K 0.4% 75

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

Larry Mathis Financial Planning's EMR Position: Q2 2026 in Review

Larry Mathis Financial Planning reduced its Emerson Electric (EMR) stake by 0.18% in Q2 2026, selling an estimated $845 and leaving 3,383 shares worth $484K. The position accounts for 0.37% of the portfolio, ranked #70.

Larry Mathis Financial Planning first reported a position in EMR in Q4 2025 and has held it in 3 quarters since. 2,276 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Larry Mathis Financial Planning held 3,383 shares of Emerson Electric worth $484K as of Q2 2026.
  • Larry Mathis Financial Planning sold 6 Emerson Electric shares in Q2 2026, an estimated $845.
  • Emerson Electric made up 0.37% of Larry Mathis Financial Planning's portfolio in Q2 2026, its #70 holding.
  • Larry Mathis Financial Planning first reported a position in Emerson Electric in Q4 2025 and has held it in 3 quarters since.
  • 2,276 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Larry Mathis Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.