Leo Wealth LLC’s Emerson Electric EMR Stock Holding History

Leo Wealth LLC’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 Q1	$4.59M	Buy	35,024 +13,769	+65%	+$1.98M	0.33%	62
2025 Q4	$2.82M	Buy	+21,255	New	+$2.82M	0.2%	85
2025 Q3	–	Sell	-37,574	Closed	-$5.01M	–	323
2025 Q2	$5.01M	Buy	+37,574	New	+$4.31M	0.39%	47
2025 Q1	–	Sell	-37,747	Closed	-$4.68M	–	306
2024 Q4	$4.68M	Sell	37,747 -393	-1%	-$47.7K	0.42%	44
2024 Q3	$4.17M	Sell	38,140 -4,647	-11%	-$500K	0.38%	51
2024 Q2	$4.62M	Buy	42,787 +42	+0.1%	+$4.64K	0.47%	40
2024 Q1	$4.85M	Sell	42,745 -15	-0%	-$1.54K	0.5%	38
2023 Q4	$4.68M	Buy	+42,760	New	+$3.92M	0.48%	34

Other funds holding EMR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Leo Wealth LLC's EMR Position: Q1 2026 in Review

Leo Wealth LLC increased its Emerson Electric (EMR) stake by 65% in Q1 2026, buying an estimated $1.98M and bringing the position to 35,024 shares worth $4.59M. The position accounts for 0.33% of the portfolio, ranked #62.

Leo Wealth LLC first reported a position in EMR in Q4 2023 and has held it in 8 quarters since. The position peaked at $5.01M in Q2 2025. 2,209 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

Leo Wealth LLC held 35,024 shares of Emerson Electric worth $4.59M as of Q1 2026.
Leo Wealth LLC bought 13,769 Emerson Electric shares in Q1 2026, an estimated $1.98M.
Emerson Electric made up 0.33% of Leo Wealth LLC's portfolio in Q1 2026, its #62 holding.
Leo Wealth LLC first reported a position in Emerson Electric in Q4 2023 and has held it in 8 quarters since.
Leo Wealth LLC's Emerson Electric position peaked at $5.01M in Q2 2025.
2,209 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.