Legacy Financial Group (Iowa)
EMR icon

Legacy Financial Group (Iowa)’s Emerson Electric EMR Stock Holding History

Legacy Financial Group (Iowa)’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 		$482K Buy
3,364
+175
+5% +$24.6K 0.05% 88
2026
Q1 		$418K Hold
3,189
– – 0.05% 87
2025
Q4 		$502K Sell
3,189
-132
-4% -$17.5K 0.06% 85
2025
Q3 		$436K Sell
3,321
-100
-3% -$13.6K 0.06% 89
2025
Q2 		$456K Sell
3,421
-100
-3% -$11.5K 0.06% 79
2025
Q1 		$386K Hold
3,521
– – 0.06% 83
2024
Q4 		$436K Buy
+3,521
New +$427K 0.07% 77
2024
Q3 		– Sell
-3,641
Closed -$401K – 67
2024
Q2 		$401K Hold
3,641
– – 0.08% 75
2024
Q1 		$413K Buy
+3,641
New +$374K 0.08% 70
2023
Q4 		– Sell
-3,641
Closed -$352K – 174
2023
Q3 		$352K Buy
+3,641
New +$347K 0.08% 72

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 Group (Iowa)'s EMR Position: Q2 2026 in Review

Legacy Financial Group (Iowa) increased its Emerson Electric (EMR) stake by 5.5% in Q2 2026, buying an estimated $24.6K and bringing the position to 3,364 shares worth $482K. The position accounts for 0.05% of the portfolio, ranked #88.

Legacy Financial Group (Iowa) first reported a position in EMR in Q3 2023 and has held it in 10 quarters since. The position peaked at $502K in Q4 2025. 2,284 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Legacy Financial Group (Iowa) held 3,364 shares of Emerson Electric worth $482K as of Q2 2026.
  • Legacy Financial Group (Iowa) bought 175 Emerson Electric shares in Q2 2026, an estimated $24.6K.
  • Emerson Electric made up 0.05% of Legacy Financial Group (Iowa)'s portfolio in Q2 2026, its #88 holding.
  • Legacy Financial Group (Iowa) first reported a position in Emerson Electric in Q3 2023 and has held it in 10 quarters since.
  • Legacy Financial Group (Iowa)'s Emerson Electric position peaked at $502K in Q4 2025.
  • 2,284 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q2 2026, filed 5 Aug 2026.