LFA
EMR icon

Legacy Financial Advisors’s Emerson Electric EMR Stock Holding History

Legacy Financial Advisors’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 		$333K Sell
2,324
-79
-3% -$11.1K 0.04% 329
2026
Q1 		$315K Buy
2,403
+30
+1% +$4.31K 0.04% 314
2025
Q4 		$315K Sell
2,373
-179
-7% -$23.7K 0.04% 307
2025
Q3 		$335K Buy
2,552
+17
+0.7% +$2.32K 0.05% 299
2025
Q2 		$338K Buy
2,535
+587
+30% +$67.3K 0.05% 254
2025
Q1 		$214K Sell
1,948
-582
-23% -$70.2K 0.04% 342
2024
Q4 		$314K Buy
+2,530
New +$307K 0.05% 269
2024
Q3 		– Sell
-2,112
Closed -$233K – 362
2024
Q2 		$233K Buy
2,112
+5
+0.2% +$553 0.04% 300
2024
Q1 		$239K Buy
+2,107
New +$216K 0.04% 287
2023
Q4 		– Sell
-2,531
Closed -$244K – 304
2023
Q3 		$244K Buy
+2,531
New +$241K 0.05% 229
2021
Q2 		– Sell
-3,697
Closed -$334K – 175
2021
Q1 		$334K Sell
3,697
-421
-10% -$36.2K 0.09% 94
2020
Q4 		$331K Buy
4,118
+335
+9% +$24.9K 0.09% 89
2020
Q3 		$248K Buy
+3,783
New +$249K 0.08% 100
2019
Q2 		– Sell
-1,444
Closed -$99K – 347
2019
Q1 		$99K Buy
1,444
+513
+55% +$33.7K 0.03% 165
2018
Q4 		$56K Buy
931
+193
+26% +$13K 0.02% 223
2018
Q3 		$56K Hold
738
– – 0.02% 239
2018
Q2 		$52K Buy
738
+26
+4% +$1.83K 0.02% 245
2018
Q1 		$48K Buy
712
+40
+6% +$2.85K 0.02% 249
2017
Q4 		$46K Buy
+672
New +$43.5K 0.02% 253

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

Legacy Financial Advisors's EMR Position: Q2 2026 in Review

Legacy Financial Advisors reduced its Emerson Electric (EMR) stake by 3.3% in Q2 2026, selling an estimated $11.1K and leaving 2,324 shares worth $333K. The position accounts for 0.04% of the portfolio, ranked #329.

Legacy Financial Advisors first reported a position in EMR in Q4 2017 and has held it in 19 quarters since. The position peaked at $338K in Q2 2025. 2,288 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Legacy Financial Advisors held 2,324 shares of Emerson Electric worth $333K as of Q2 2026.
  • Legacy Financial Advisors sold 79 Emerson Electric shares in Q2 2026, an estimated $11.1K.
  • Emerson Electric made up 0.04% of Legacy Financial Advisors's portfolio in Q2 2026, its #329 holding.
  • Legacy Financial Advisors first reported a position in Emerson Electric in Q4 2017 and has held it in 19 quarters since.
  • Legacy Financial Advisors's Emerson Electric position peaked at $338K in Q2 2025.
  • 2,288 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.